Use the Responses tab to associate
contacts that responded to the campaign with the campaign. This is useful for tracking marketing efforts and identifying those that are successful and worth the cost.
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For example, you if you sent an e-newsletter to 500
contacts, ten of those
contacts clicked on a link in that email, and two of those
contacts called your company. In that case, you had responses from twelve
contacts that your campaign reached.
The Responses tab is only available if you are using CRM Professional.
The fields on the grid display information from the
contact records entered in the
Contacts hub. If you need to create a new record, you can use the
+ Add Response option to add a new record to the database. This record will also be saved in the
Marketing Campaigns hub.
Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see
Work with Grids.
Field | Description |
Contact
|
Select the
contact that you want to associate with the
marketing campaign.
Deltek creates a hyperlink between the
contact and the corresponding record in the
Contacts hub. You can then click the
contact in this field to open the record in the
Contacts hub.
A
contact can only be linked to a
marketing campaign response one time.
|
Firm
|
This field displays if the Lead Qualification process is enabled in Settings. This column displays the
firm that is associated with the selected
contact. If the
contact is a qualified
contact,
Deltek creates a hyperlink between the
firm and the corresponding record in the
Contacts hub. You can then click the
firm in this field to open the record in the
Contacts hub.
If the
contact is a new lead or has been
disqualified, this column displays the
firm description.
|
Rating
|
This field displays if the Lead Qualification process is enabled in Settings. Select the rating for the
contact. Your system administrator sets the values for this field in the
Contact Rating Settings in the Labels and Lists Setup .
|
Qualified Status
|
This field displays if your
firm uses CRM Professional and enables the Lead Qualification Process in Settings. Use this feature to manage the entry and qualification of
contacts during the sales process. This column displays one of the following:
- Qualified. The
contact has expressed interest on the product or service and is classified as a qualified lead. By default, a
contact is classified as a qualified lead.
- Disqualified. The
contact has been classified as a disqualified lead. For example, the
contact may have stopped subscribing to the marketing newsletter.
- New Lead. The
contact is a new lead.
You can change the status of a
contact's qualification setting directly on this grid. Click
at the end of the row and choose to qualify a
contact or revert the
contact to a new lead.
|
Status
|
This column displays the
contact status. You can change the status at any time:
- Active. The
contact is currently being pursued.
- Inactive or
Terminated. The
contact is not being pursued and does not display in
Contact lookup lists. However, any links that were created for the
contact prior to the inactivation or termination remain.
|