Marketing Campaigns Responses Tab
Use the Responses tab to maintain information about the contacts that responded to the marketing campaign. This is useful for tracking marketing efforts and identifying those that are successful and worth the cost.
Contents
For example, you if you sent an e-newsletter to 500 contacts, 10 of those contacts clicked on a link in that email, and 2 of those contacts called your company. In that case, you had responses from twelve contacts that your marketing campaign reached.The Responses tab is only available if your enterprise uses CRM Plus.
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. This record will also be saved in the Marketing Campaigns hub.
Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.
Field | Description |
---|---|
Contact | Select the
contact that you want to associate with the
marketing campaign.
Vantagepoint 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,
Vantagepoint 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. |
Qualified Status | This field displays if your enterprise uses CRM Plus 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:
You can change the status of a
contact's qualification setting directly on this grid. Click
|
Status | This column displays the
contact status. You can change the status at any time:
|