What is a Campaign?
A Campaign is a marketing project to promote business for your company that is managed and tracked through salesboom.com This could be marketing conducted through the mail, email, radio advertisements, printed advertisements or some other marketing initiative.

Use the Campaigns tab page to create, update and manage your campaigns. You can link contacts, opportunities, leads, accounts, notes and tasks to each campaign. There are numerous sort and filter options available to help you locate key campaigns quickly. You can also generate and print reports.

Campaigns Tab Page
Use Featured Campaigns to view your current campaigns. Make a selection from the Show drop down box to generate a summary of your campaigns using predefined search patterns.


Viewing Campaigns
From the Show drop down box you can generate a campaign summary. Simply choose one of the options from the drop down box. A summary of all campaigns matching your selection will be displayed in a few seconds. To view a campaign in detail click the View link located to the left of the campaign.


Custom Campaign Views
See: Creating Custom Views


Featured Campaigns
The Featured Campaigns section displays a campaign summary. Use the Show drop down box to display campaigns that match a certain criteria. To view a listed campaign in detail, click the View link.

See Also: Sorting Reports and Views


Managing Campaigns


Creating a Campaign
There are two ways that you can add a new campaign. Use Quick Campaign if you want to quickly add a new campaign without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new campaign with a detailed profile.

Quick Campaign
  • Choose the Campaigns tab located at the top of the page.
  • Scroll down to the Quick Campaign section.
  • Enter the information for the new campaign in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
  • Click the Save Campaign button to create the new campaign.
Detailed Addition
  • From the Campaigns tab page, click the Add Campaign button located in the upper right region of the page. This will bring you to the New Campaign form.
  • Fill in your campaign information using the Campaign Information, Address Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • Use the campaign Summary section to attach Tasks (Activities) and Notes to the campaign.
  • Save your campaign by clicking the Save or Save & New button.


    • See Also:
    Edit, Delete or Print an Campaign
    Notes
    Tasks
See Also:
Editing, Deleting and Printing a Campaign
Saving a Campaign


Saving a Campaign
When you have created a new campaign or have made changes to an existing campaign you will be able to save the campaign information using either of the following two methods:
  1. Click the Save & New button to save your new campaign. You will then be presented with a blank form on which you can create another new campaign.
  2. Click the Save button to save your new campaign. This will bring you to a summary page for your new campaign. From this page you can Edit, Delete and Print your campaign information.

Editing, Deleting and Printing a Campaign
When campaigns are displayed on the Campaigns tab page or in a search or generated report, click the View link to view the campaign in detail. You can then Edit, Delete or Print the campaign.

Edit: Click the Edit button to change the information for the campaign. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the campaign. Click OK to delete the campaign. Click Cancel to cancel the deletion.

Print: Click the Printable button to view a print preview of the campaign information. Select the Print This Page link located at the top right corner of the preview to print the campaign information. If you do not want to print the campaign, simply close the window.

See Also: Saving a Campaign


Adding a Lead to a Campaign
Leads are potential customers. Add leads to campaigns in order to keep track of the amount of interest that is generated from each campaign.

Adding an Opportunity to a Campaign
Opportunities are pending sales. Add opportunities to campaigns in order to keep track of pending business generated from each campaign.

Adding an Account to a Campaign
Accounts are current or potential customers. Add accounts to campaigns in order to keep track of the amount of revenue generated by each campaign.

Adding a Contact to a Campaign

Adding a Lead Web Capture Tool to a Campaign
The web capture tool allows you to create an HTML form that can be filled out on your web site. When the user fills in and submits the form, a new lead is created in your salesboom.com organization containing the information entered by the user. This tool is invaluable for tracking potential customers. Leads that are captured using the Leads web capture tool are automatically added to the campaign.

See Also: Web Capture Tool