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Associate Records from other Modules to a Campaign

 

• The 'Campaigns Details' interface lets you associate contacts, leads, opportunities and customers with a campaign record

View and manage the contacts associated with a campaign

• Click 'All' > 'Campaigns' (under 'Marketing and Sales') to open the 'Campaign List' 

• Click any campaign to open the campaign's detail page.

The right of the interface contains shortcuts to the records of other modules which are associated with the campaign:

You can use these links to create records in the other modules which will be linked to the campaign.

• Contacts – Select, view, add and edit existing contacts and associate with the campaign record

• Leads – View leads which are associated with the campaign. Associate new leads with a campaign

• Opportunities – Add and edit new opportunities associated with the campaign. Associate a new opportunity with the record

• Activities - Schedule a meetings, calls and To-dos on the organization record

• Customers – Associate an existing customer with the campaign. You can create a new customer from here if required.

The example below describes how to manage the 'Contact' records associated with a campaign

• Open a campaign as described earlier then click 'Contacts' in the menu on the right

A list of contacts already associated with the campaign record will be shown with the details of each contact.

The interface allows you to:

• Associate new contact records to the campaign

• Manage selected contact record

Customer Relationship Management (CRM) also allows you to send emails to selected persons from any lead record. See Emails to know more details about sending emails.

Associate Contact Records to the Campaign

You can associate contacts to the campaign in three ways:

• Manually select contacts from records existing in CRM

• Add a new contact and associate with the campaign

• Bulk add contacts

To manually associate contact records

• Click 'Select Contacts'

The list of contact records available will be displayed.

• Select the contact(s) you want to associate with the campaign and click the 'Select' button (top-left)

The contacts will be added to the list of associated records.

To add a new contact

• Click 'Add New Contact'.

The 'Quick Create Contact' dialog will appear.

• Complete the details of the new contact and click 'Save'.

The information in the 'Quick Create Contact' dialog is basic in nature and will be used to add the new contact to the contacts module of CRM. Use the 'full form' if you want to enter more details for the contact.

To bulk associate contacts

• Click the 'Select Load List' drop-down at the top center

The filters configured for the custom view of the Contacts Module interface will be shown as options. For more details on the custom views, see Custom Views.

• Choose a filter from the drop-down

All contact entries available in the custom view of the 'Contacts' module will be imported and associated to the campaign module.

Manage Associated Contacts

You can view full details of a contact, edit a contact or dissociate a contact from the associated contacts list.

• Mouse over a contact record to view the options at the far right end of the row

• Click the respective icon for the action you want to execute on the contact

	-	Opens the contact details interface of the respective contact record. See Contacts for more details.
	-	Allows you to edit the contact details. See Contacts for more details.
	-	Removes the contact record from the list of contacts associated with the campaign record.

In the similar manner you can associate, send emails and manage records from other modules like Leads, Opportunities and Customer Organizations to a campaign record.