FAQs in this section
What is a Campaign?
What are Budget Cost and Actual Cost in Campaigns?
A campaign got canceled. How do I update it in the CRM?
What is the Expected Sales Count and Actual Sales Count in Campaigns?
How do I duplicate a Campaign?
What does duplicating a Campaign mean?
How do I create new campaign types?
How do I create a Campaign using Quick Create?
How do you link Contacts to Campaigns?
How do I create new campaign types?
What are the Campaign types provided by Vtiger CRM by default?

How do I create a Campaign?

Creating a email campaign in Vtiger CRM is easy. 

Follow these steps to create a email campaign:
  1. Log in to your CRM.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Select Email Campaigns.
  5. Click +New Email Campaign.
  6. Enter the Campaign Name.
  7. Select Regular
  8. Click Next. The email campaign gets created in Draft mode
  9. Enter or select the following information
    1. ​​​​​​Recipient
    2. Sender Information
    3. Content
  10. Click Send Now.
Note: Keep all the details you want to enter into the campaign ready to save time. 
 

To learn more about email campaign, click here.
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