The Campaign Management function is where you set up the marketing campaigns. Organizing records by campaign makes it easy to search and assign records. It also provides a means to measure marketing ROI.
You get to Campaign Management via the Administration or Campaign function in the top banner of the application. Campaigns can be Added, Edited and Deleted via this function.
This table controls the pull-down values in the Campaign field on the Search page. It is important to note that the application internally stores the Campaign ID in the individual record in the database and does a table look up to display the Campaign name. This allows for the user to change the Campaign name at any time.
The Campaign record contains a lot of marketing type of information that can be stored and retrieved regarding an individual campaign.
There are two mandatory fields: Campaign Name and Campaign ID. The Campaign ID must be unique within the workgroup.
There are two special custom forms that can be dynamically associated with a particular campaign: Feedback and Sales. A Feedback custom form allows for a series of questions and answers regarding a lead at the bottom of the Sales Update page. The Sales custom form allows for a custom set of fields to appear as part of the Sales Progress area on the Sales Update page. These are discussed in more detail in the Custom Forms section.
The Days Until Reassigned in the 1st field in the Campaign Detail can be used to notify Account Manager or Partner Reps that “x” number of days remain until lead may be reassigned (this is not an automatic feature).
For example, if this field is set to 10 days then the application tracks the lead from the day that it is assigned and displays the number of day remaining until the counter is 0. As the counter is scheduled to reach 0, the Account Manager and/or Partner Rep will be notified (if they have the Email Notification feature turned on).
