Enhancements in Zoho CRM's Campaigns
Hello everyone,
Here's a brief introduction to some of the enhancements in the Campaigns module that were recently rolled-out.
- Creating Surveys' from CRM
- Creating Webinars' from CRM
- Establish parent-child relationship between campaigns
Please note that these features are opened for selected customers on an early access basis and will be available for everyone shortly. Kindly share your valuable feedbacks, suggestions, and experiences with us.
Creating Surveys' from CRM
Integrating Zoho Survey with CRM provides one platform to create a survey, invite leads/contacts and view the participant's responses. You can create the survey right from the Campaigns module in Zoho CRM, choose the leads/contacts and send the survey link. Once the responses are received they will be captured in the record's detail page in the Campaigns module.
Integrating Zoho Survey with CRM provides one platform to create a survey, invite leads/contacts and view the participant's responses. You can create the survey right from the Campaigns module in Zoho CRM, choose the leads/contacts and send the survey link. Once the responses are received they will be captured in the record's detail page in the Campaigns module.
Creating Webinars' from CRM
Similar to Zoho Survey, you can integrate your CRM account with Zoho Webinar. Once the integration is done, you can create a webinar from the Campaigns module, invite the desired leads/contacts and engage them in polls. The questions raised by the participants and the responses given by the host will be displayed in the record's detail page in the Campaigns module.
Establish parent-child relationship between campaigns
Campaign hierarchy helps in establishing a parent-child relationship between multiple campaigns. It helps to group together those campaigns that are closely associated with each other or occur in sequence.
For example, if you created a webinar and invited 78 participants out of which 65 attended it. A week later, you decide to gather their feedback on the webinar by sending a survey. So here, the second campaign (survey) is related to the first one (webinar) and can be associated with a parent-child relationship that can help you track sequential campaigns like this in a better way. Also, establishing a hierarchy will help you monitor the performance of the campaigns based on which you can segregate the total revenue yield among them more accurately.
Refer the help document.
Refer the help document.
Regards,
Arun