Marketing Campaigns

Overview

Marketing campaign is a set of activities to convert leads into customers.
To enable marketing campaigns:
  1. Go to Master data and settings > CRM and Marketing > Marketing.
  2. Select the Marketing activities checkbox.

Marketing Campaigns

Creating Marketing Campaigns

To create a marketing activity:
  1. Go to CRM and Marketing > Marketing campaigns.
  2. Click Create.
  3. On the Main tab, enter the Description of the event, Planned start date and Planned end date.
  4. Select the Campaign manager.
  5. Select the Customer segment and the Product segment (if applicable).
  6. On the Partners and contact persons tab, specify your competitors and clients, required for this event.
  7. In the Comments column, give details about their role in the activity. For example, Mr. Blake, an image consultant.
  8. Specify additional information in the Comment field.
  9. Click Save.

Planning Marketing Campaigns

  1. Go to CRM and Marketing > Marketing campaigns.
  2. Open the required document and click Project tasks at the top.
  3. Click Create.
  4. In the Project activity document, specify the Description.
  5. Assign Supervisor and Assignee users for the activity.
  6. Set the Planned state.
  7. Specify the goals and resources to perform the activity in the Goals field.
  8. Define the Planned start date and Planned duration in days.
  9. Click Save and close.
  10. Repeat the actions for other project activities to organize its structure.

Setting Special Prices for Marketing Campaigns

  1. Go to CRM and Marketing > Marketing campaigns.
  2. Open the required document and click Price change history at the top.
  3. Click Create.
  4. Set prices and save them in the system.

Closing Marketing Campaigns

  1. Go to CRM and Marketing > Marketing campaigns.
  2. Open the required document and go to the Main tab.
  3. In the Actual end date field, enter the date the activity was completed.
  4. Select the Completed checkbox.
  5. Click Save and close.

Performing Marketing Activities

Once the marketing activities are created, you can start their execution.

Starting Marketing Activities

  1. Go to CRM and marketing > Marketing campaigns.
  2. Open the required document.
  3. Fill in the Actual start date field.
  4. Click Project tasks at the top.
  5. Open the required document and analyze the goals and actions to take.
  6. Specify the Actual start date.
  7. Set the In progress state.
  8. Click Save and close.

Monitoring Marketing Activities Fulfillment

  1. Go to CRM and marketing > Marketing campaigns.
  2. Open the required document.
  3. Click Project tasks at the top.
  4. Open the required document.
  5. In the Project activity document, review the activity Goals.
  6. Update the Assignee if needed.
  7. Specify or update the Actual start date field.
  8. Set the In progress state or update it.
  9. Update the Progress percentage.
  10. Click Save and close.

Submitting Marketing Activity Completion

  1. Go to CRM and marketing > Marketing campaigns.
  2. Open the required document.
  3. Click Project tasks at the top.
  4. Open the required document.
  5. Specify outcomes in the Results field.
  6. Specify the actual End date.
  7. Set the Completed state.
  8. Enter 100 in the Progress percentage field.
  9. Click Save and close.

Completing Marketing Activities

  1. Go to CRM and marketing > Marketing campaigns.
  2. Open the required document.
  3. Click Project tasks at the top.
  4. Open the required document.
  5. Set the Verified state.
  6. Select the Closed checkbox.
  7. Specify the feedback in the Results field.
  8. Click Save and close.

Suspending Marketing Activities

If the marketing activity is suspended or cancelled, you need to specify it in the system:
  1. Go to CRM and marketing > Marketing campaigns.
  2. Open the required document.
  3. Click Project tasks at the top.
  4. Open the required document.
  5. Set the Suspended state.
  6. Specify the reasons for the suspension in the Results field.
  7. Click Save and close.

Advertising Channels

In the system, you can track advertising channels of customers. This helps you to analyze where you get the customers from.
To enable advertising channels in the system:
  1. Go to Master data and settings > CRM and Marketing > Marketing.
  2. Select the Record lead sources checkbox.
This allows you to create the advertising channels and their sources. Marketing campaign is one of such channels.
To create an advertising channel:
  1. Go to CRM and Marketing > Advertising channels.
  2. Click Create.
  3. Enter a Description.
  4. Specify the impact type: Marketing activity, Partner, User, Contact person, Person.
You can then use this data in sales opportunities. Specify the Advertising channel with the Marketing activity impact type in the Channel field and a particular marketing campaign in the Source field. This will help you to remember what marketing campaign attracted this customer.

Reviewing Marketing Campaign Results

Project Activity Results

  1. Go to CRM and Marketing > Marketing campaigns.
  2. Open the required document.
  3. Click Project tasks at the top.
  4. Select a project activity.
The Results field displays the activity metrics.

Initial Customer Request Statistics

  1. Go to CRM and Marketing > CRM and Marketing reports and click Lead sources.
  2. Specify a Period.
  3. Click Settings and add a filter by marketing activity to the Source of initial request field.
  4. Click Generate.
  5. Analyze the data.