CRM › Marketing
Campaigns
What is being run, to whom, at what cost and to what effect.
Where to find it
Address in the console: /crm/campaigns
List · 12 columns · 15 fields on its form · 3 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Campaign | Code | campaign_no |
| Name | Text | name |
| Type | Status | campaign_type |
| Channel | Status | channel |
| Segment | Code | segment_code |
| Targeted | Number | members |
| Engaged | Number | engaged |
| Converted | Number | conversions |
| Conv % | Number | conversion_rate |
| Spent | Amount | actual_cost |
| Cost / conv | Amount | cost_per_conversion |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| Type required | Choice | Configuration list | |
| Channel required | Choice | Configuration list | |
| Audience | Choice | prospects, students, applicants, accounts, contacts, alumni, segment, all | |
| Segment | Choice | Looked up from existing records | |
| Objective | Long text | ||
| Starts | Date | ||
| Ends | Date | ||
| Budget | Number | ||
| Spent so far | Number | ||
| Target reach | Number | ||
| Target conversions | Number | ||
| Cost center | Choice | Looked up from existing records | |
| Owner | Choice | Looked up from existing records | |
| Status | Choice | planned, approved, active, paused, completed, cancelled |
What you can do here
Populate
Build the audience
Asks for: From segment
Launch primary
Asks for confirmation: Launch this campaign? Everyone targeted is marked as sent and gets a timeline entry.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.