Working with Campaigns | Online Help - Zoho CRM

Working with Campaigns

Campaign management allows you to plan, and keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. 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 multiple leads or contacts to a single campaign
  • Associate one lead or contact to multiple campaigns
Availability
Permission Required
Access to the Campaigns Tab that includes View, Create, Edit, and Delete permissions.

Benefits

  • 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.

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                                                                                                        • Related Articles

                                                                                                        • Creating Campaigns

                                                                                                          The Campaigns module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, Referral program - requires to be ...
                                                                                                        • FAQs: Campaigns

                                                                                                          1. What is Campaigns module in CRM? The Campaigns module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, ...
                                                                                                        • Standard Fields in Campaigns

                                                                                                          Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...
                                                                                                        • Integrating Zoho Campaigns with Zoho CRM

                                                                                                          Email marketing is one of the most widely followed methods to engage new and existing prospects. Zoho Campaigns is a platform that allows you to create, send, and track your email campaigns. By integrating it with Zoho CRM, you can easily create a ...
                                                                                                        • Troubleshooting Zoho Campaigns integration with Zoho CRM

                                                                                                          1. Why aren't all of my contacts syncing between Zoho CRM and Campaigns?  There can be a few reasons why your Zoho CRM contacts are not syncing in Campaigns.   No email address has been entered in your customer account: Double check to ensure there ...
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