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.

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.