CRM Software Support Center
INTRODUCTION TO CAMPAIGNS
Salesboom.com Introductory Tutorial
Introduction to Campaigns


What is a Campaign?
A campaign is a marketing project intended to draw new customers to your business.



Why use Campaigns? A campaign allows you to track the effectiveness of your marketing. Keep track of your marketing campaign's budgeted cost, actual cost, number of leads generated, number of customers gained, total revenue generated etc. You will be able to track which campaigns worked and which ones didn't, thus enabling you to get the most out of your marketing efforts.


Determine your Target Audience If you are preparing a mail, email or phone campaign, you will need to come up with a list of people you are planning to contact. Be sure that your target list is well researched. This will ensure high quality prospects.


Executing Campaigns Campaigns are executed outside of salesboom.com Campaign results need to be entered manually, with the exception of online campaigns such as those through email and the web. You can use links along with the Campaign Web Capture Tool when conducting email and web campaigns. Here are some online examples:

Email:
  • Set up a Campaign Web Capture Tool.
  • Provide a link to the web capture tool page in the marketing emails you send.
  • A new lead will be captured when the user submits the web capture form you created.
  • The campaign keeps track of the number of leads captured using the web capture tool.
Web:
  • Set up a Campaign Web Capture Tool.
  • Provide a link to the web capture tool as part of your web advertisement.
  • A new lead will be captured when the user submits the web capture form you created.
  • The campaign keeps track of the number of leads captured using the web capture tool.


Tracking Campaign Responses There are two ways to track responses to your campaign efforts:
  1. Manually Enter Responses Responses to your marketing campaign that are received via phone or email will have to be entered manually as a new lead. To manually enter a response, click the Add Lead to Campaign button located in the leads section of your campaign's detail page.
  2. Web Capture Responses Use the Campaign We Capture Tool to create an HTML form to be filled out by people who respond to your marketing campaign. You may refer people to your web site by providing a link in an email or internet advertisement or by having your web address printed on a poster or displayed in a television ad. Be sure that the link you provide will point potential customers to necessary information about your company or product as well as the campaign web capture form. Remember, a user may be more likely to fill out the form if it does not ask for too much information.


Analyze your Campaign Results When your campaign is complete, review the results. You will be able to determine if your campaign was under budget, the number of leads obtained, the number of leads who became customers, the amount of revenue generated and much more.

  Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit
Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's
Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
  © 2003-2017 Salesboom.com Inc .Salesboom.com All rights reserved. Legal 1.855.229.2043 Various trademarks held by their respective owners.