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Creating Campaigns

Read this article and get insights into campaigns in Vtiger CRM - learn how to create campaigns and record each detail.
S
Sabqat Ruba
25 Dec, 2020 - Updated 3 months ago

Introduction
 

Campaigns can help you create and record the details of a marketing campaign. 

 

Furthermore, you can sync your campaigns and contacts with Mailchimp!

 

A campaign is a series of operations carried out to achieve a goal, especially in Marketing. 

 

For example, if you are hosting a trade show to promote your business, you can create a campaign type Trade Show campaign in Vtiger CRM. Additionally, you can record the budget, expenses, responses, etc. of the trade show and record the details of the leads captured during the trade show.

Feature Availability 

 

Sales Starter

Sales Professional

Sales Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Campaigns

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Important Fields in Campaigns

 

Field name

Description

Expected Close Date

The end date of the campaign

Campaign Type

The type of campaign. For example, Conference, Trade Show, Webinar, Advertisement, etc.

Campaign Status

The Status of the Campaign

  • Planning
  • Draft
  • In Progress
  • Queued
  • Sent
  • Completed 
  • Canceled 
  • Failed
  • Active 
  • Inactive

Target Audience

The target audience of the campaign based on demography, interests, location, etc.

Target Size

The size of the target audience

Sponsor

The sponsor of the campaign

Budget Cost

The budget amount for spending on the campaign 

Actual Cost

The actual amount spent on the campaign

Expected Revenue

The amount of revenue expected from the campaign

Expected Response

The response expected from the target audience

  • Excellent
  • Good
  • Average 
  • Poor

Expected Sales Count

The number of sales that you expect to make from the campaign

Actual Sales Count

The actual number of sales made from the campaign

Expected Response Count

The number of responses expected from the target audience

Actual Response Count

The actual number of responses received from the target audience

Expected ROI

The expected ROI from the campaign

Actual ROI

The actual ROI made from the campaign

Creating a Campaign

You can create a campaign in two ways:

  • From the Campaigns module
  • Using Quick Create
 
  • From the Campaigns module

Follow these steps to create a campaign:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Click Campaigns.
  5. Click +Add Campaign.
  6. Fill out the necessary details such as campaign name, type, status, etc.
  7. Click Save.
 
  • Using quick create

With Quick Create, you can create a campaign quickly by filling in only the necessary details. You can access this feature from any screen, which saves you a lot of time.

 

Follow these steps to create a campaign using Quick Create:

  1. Log in to your CRM account.
  2. Click the + icon displayed on the top right side of your screen.
  3. Click Show all to view all the modules you can create records using Quick Create.
  4. Select Campaign.
  5. Enter all the mandatory details.
  6. Click Save.

To learn more about Quick Create, click here.
 

Linking Contacts to a Campaign

You can sync campaigns and contacts with your Mailchimp account. To do this, you must link contacts to a campaign in Vtiger.

 
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing
  4. Select Campaigns.
  5. Open a campaign.
  6. Click the Person tab on the right sidebar.
  7. Link existing or create new contacts:
    • Linking -
      1. Click the Link icon.
      2. Select multiple contacts by enabling the checkboxes when you hover on the left. 
      3. Click the Link icon on the top right corner.
    • Creating -
      1. Click the + icon.
      2. Fill out the mandatory fields.
      3. Click Save.
 

To learn about syncing campaigns and contacts with Mailchimp, click here

Duplicating a Campaign

When you duplicate a campaign, you can copy all the details of an existing campaign to create a new campaign record with a new title.

 

Follow these steps to duplicate a campaign:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Click Campaigns. You will land on the List View of Campaigns.
  5. Select and open the campaign that you want to duplicate.
  6. Click the More icon located beside the campaign name in the Summary View.
  7. Click the Duplicate icon. 
  8. Edit any field if required.
  9. Click Save

  

Adding Custom Campaign Types 

Vtiger CRM provides the following campaign types by default:

  • Conference 
  • Webinar
  • Trade Show
  • Public Relations
  • Partners
  • Referral Program
  • Advertisement
  • Banner Ads
  • Direct Mail
  • Primary Email
  • Telemarketing
 

You can also create new campaign types by adding values to the Campaign Type picklist.

 

Follow these steps to create a new campaign type:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
  4. Select Picklist Field Values under Configuration.
  5. Select Campaigns from the Select Module drop-down.
  6. Select Campaign Type from the Select Picklist in Campaigns drop-down.
  7. Click +Add Value to add a picklist item.
    1. Enter the picklist item value.
    2. Pick roles under Who can assign this value to a record?. Users with the role that you pick can set their campaign type in a record.
    3. Pick a color for the value.
    4. Click Save.
 

You can view the newly added value under the Campaign Type Values column.

 

Note: Settings can be accessed only by Admin users.

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