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Working with Campaigns

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Campaign management allows you to manage your entire marketing process by which marketing campaigns are planned, produced, distributed and analyzed. This includes planning the campaign, preparing your mailing list, executing the campaign, measuring the campaign effectiveness, and analyzing the results. Being part of the business, Campaign Management should be in sync with the other business activities of an organization. It is always an advantage to maintain one platform where you can track marketing, sales and support activities.

In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns in an organized way. You can do the following:

  • Create campaigns
  • Associate other records to a campaign
  • Associate multiples leads/contacts to a single campaign
  • Associate one lead/contact to multiple campaigns

 

Availability

Editions
Enterprise
Professional
Free
YES YES
YES
Permission
Required
Campaigns Tab

 


You can use the Campaigns module for the following:

  • Planning marketing activities and developing campaign hierarchies.
  • Outlining marketing campaign objectives.
  • Defining campaign success metrics.
  • Building and testing sample campaigns on a subset of customer data.
  • Storing and reusing content from previous marketing campaigns.
  • Measuring campaign effectiveness by linking directly to the leads and contacts.
  • Tracking customer inquiries related directly to campaigns.
  • Tracking sales force closures related directly to campaigns.

Relates Topics

Create Campaigns | Associate Campaigns 
Add Campaigns to Leads/Contacts
| Manage List Views
 




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