Campaigns

Joforce CRM lets you to run mass email marketing campaign with the selected list of Leads, Contacts, Organizations and Deals.

Create new campaign

You can create a new campaign in 2 different ways,

  • Quick Create

    • Click on the + Quick Create button in the top Quick Actions Bar, you can access this anywhere in Joforce CRM

    • Choose Campaign from the drop down

    • In the Quick Create Campaign popup, add the related information

    • Once done, hit Save

    • You can also access the complete Campaign Form right from here by clicking on Go to full form.
  • Adding Campaign info Manually

    • Click on + Add Campaign

    • Provide the necessary details

    • Click on Save

Default Campaign views

By default, Joforce CRM offers you with a list of fields to add information related to your Campaign. Below image gives list the default fields in Joforce CRM.

campaign-default-fields

However you can also add custom fields to know more about your prospects.

Execute the campaign

You can run the campaign to a selected list of Leads, Contacts, Deals and Organizations. To do so,

  • Navigate to the detailed view of the desired campaign.

  • Click on the desired icon to add the related Contacts or Leads or Organisation or Deals.

  • Click on the Select option to choose from the existing list else click on the + Add option to add a new one other than the existing

  • Once your list got finalized, click on the Send email option and in the Compose email overlay, Choose your Campaign Template and then send to your customers.

  • You can also automate the campaign, via Workflow.

Managing Campaign records

Common action performed on the module

  • Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.

  • Click on Import → To import campaign record into Joforce CRM

  • Click on More and choose the necessary action

    • Campaigns Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields

    • Campaign Workflows → To add workflows related to your Task and Events.

    • Picklists Values → To modify the picklist values

    • Campaign Numbering. → To create custom numbering for records

Action performed in the list view

  • Click on the Search icon in the right corner → To search for records in that module

  • Click on the Box icon in the right corner→ To alter the header menu

  • Double click on the table menu → To sort the menu.

  • Multiple records - Bulk actions → Select the desired records → click on drop down menu

    • Delete→ To Delete the selected records(bulk deletion)

    • Edit icon → To edit the selected records on the whole (Mass Edit)
  • Action taken on single record → Click on the drop down mwnu in the right corner of each record

    • Details → Navigate to the detail view of the record

    • Edit → To edit the record

    • Delete → To delete the selected record

Action performed in the detail view

  • Click on Add Tag → To add tag

  • Click on Follow → To keep track of the record

  • Click on Edit → To edit a campaign info

  • Click on More

    • Delete → To delete the record information

    • Duplicate → To replicate the already existing record to create a new one.

View/ addition of other module records related to the particular campaign

You can easily view/ add the other module records related to a specific campaign.

  • Go to the detail view of the particular record

  • Click on the appropriate module icon. It displays all the related records.

  • You can also relate a new record either

    • By selecting from the already existing records

    • By adding a new record to that module

The list of modules included are

  • Contacts, Organisation, Deals, Leads and Activities.
campaign-detail-view