With these details recorded in the Campaigns module, you can run reports to see which campaigns have brought the most revenue, which ones have been too expensive, what is the ROI and so on. Make sure you use this module to plan and run your promotional campaigns efficiently.
In Zoho CRM, you can create campaigns by:
Entering data in the campaign details form: You can manually fill in the campaign details gathered from various external sources.
Importing Campaigns from external sources: You can also do a bulk import of Campaigns from a CSV or XLS file into the Campaigns module in Zoho CRM.
You can create campaigns individually by:
To create campaigns individually
To clone campaigns
A campaign hierarchy is a group of related campaigns that are associated with one another through a Parent Campaign. Forming a hierarchy can serve as a powerful categorization tool in analyzing which campaign performed better, which was effective or which one generated more revenue.
For example, if you organized a webinar for 200 participants and at the end of it you send out a survey and decide to conduct a product demo only for those participants who complete the survey. In such cases, it would be rational to link these three campaigns into a parent-child relationship as they occur in succession. This will help you analyze whether webinar or survey was a better use of your marketing cost. Also, you can monitor the aggregate statistics to examine the overall health of your marketing initiatives.
Zoho CRM lets you associate the campaigns that take place in a series as child campaign to the first or parent campaign. This enables you to track the participants in consecutive campaigns conducted by your organization.
In Zoho CRM, you can add up to 5 child campaigns to a single parent campaign. Also, each of these child campaigns can be associated with 2 child campaigns. You can create child campaigns in two ways:
To create child campaigns
From the related list
For selected leads or contacts
Let's say Zylker recently conducted a webinar that was attended by 200 participants. As a follow-up action they wish to send the product brochure only to those participants who belong to the real estate industry. To figure out which participant belongs to real estate they have to browse through individual record that can be tedious and time-consuming. To address such instances, we let you filter the records based on specific criteria. You can use any field to set these criteria, provided these fields are already added into the related list.
To filter the records
To view campaigns individually
After creating campaigns, you may need to associate campaigns with other records such as tasks, events, attachments, leads, contacts, and deals.
In the Campaign Details page, you can associate the following:
Your organization may conduct various types of campaigns and in order to track the participants of a particular campaign you need to associate them with the relevant campaign. In Zoho CRM, there are several ways in which you can add leads or contacts to the desired campaigns.
You can add new or existing leads/contacts to a campaign directly from the record's related list from the campaigns module.
To add new or existing leads/contacts
To add leads/contacts
To add leads/contacts
You can import a list of leads into Zoho CRM and directly associate them to the campaign. Note that while importing, the first campaign member status will be applied to all the leads or contacts. You can later change the campaign member status whenever needed.
To import leads or contacts
The campaign member status shows the status of the leads or contacts in a particular campaign like invited, received, sent etc. You can mass update the member status of the leads or contacts from the Campaigns detail page.
Note that the Status of a Lead is different from the Campaign Member Status.
To mass update campaign member status
Each member associated to a campaign needs a campaign member status. For example, for a Trade Show campaign, the leads or contacts associated to it may have their status as Invited, Attended, Not Attended etc.
To customize campaign member status
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Make the most of Zoho CRM with these useful tips.