Add information about the marketing campaigns conducted on the external platforms for the attraction of the leads and track their progress. When you add leads and opportunities, you can connect them to the marketing campaigns.
To create a marketing campaign, complete the steps below:
- Navigate to CRM → Marketing → Marketing campaigns.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Marketing Campaign form fields
| Field | Mandatory | Description |
|---|
| Name | Y | Add the title of the marketing campaign. |
| State | Y | Specify the current campaign state. Available options: - Suggested
- Ready to launch
- Launched
- Completed
- Canceled
- Postponed
|
| Type | Y | Specify the type of the marketing campaign. Available options: - Advertising (PPC)
- CDC (Content Distribution Channel)
- Event
- Mailing list
- Online event
- Organic (SEO)
- Telemarketing
- Other
|
| Planned start date | N | Specify the marketing campaign planned start date. |
| Planned end date | N | Specify the marketing campaign planned end date. |
| Actual start date | N | Specify the marketing campaign actual start date. |
| Actual end date | N | Specify the marketing campaign actual end date. |
| Allocated budget | N | Specify the allocated budget for the marketing campaign. |
| Actual budget | N | Specify the actual budget for the marketing campaign. |
| Expected revenue | N | Specify the expected revenue from the marketing campaign. |
| Conversion to leads | N | Specify the conversion percentage of the marketing campaign audience into leads. |
| Owner | N | Specify the owner of the marketing campaign. |
| Responsible | Y | Specify the employee responsible for the marketing campaign. |
| UTM campaign | N | Specify the of the marketing campaign. |
| HTTP referrer | N | Specify the HTTP referrer of the marketing campaign. |
| Description | N | Add the marketing campaign description. |
The following related lists are located under the form:
Navigate to CRM → Marketing → Marketing campaigns to see previously created marketing campaigns. Open a Marketing Campaign record to manage it. Click Activate / Deactivate to change the Active value for the campaign. Inactive marketing campaigns are hidden from the default list interface.
