Marketing Campaigns Hub
A marketing campaign is an event or activity designed to reach new and existing clients to generate business and improve future marketing success. You can track marketing campaign costs and activities and related contacts, and projects.
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The Marketing Campaigns hub includes a summary pane and a set of tabs that provide quick access to marketing campaign information. While using the summary pane, you can add or review key data such as the marketing campaign status, stage, type, objective, and results.
The tabs provide additional fields of information where you can add or review more specific details about the currently selected marketing campaign. Your system administrator may add custom tabs and fields to supplement these.
Marketing campaigns are only available if you own the Vantagepoint CRM Plus application.
Tab | Purpose |
---|---|
Overview | You review and edit key data, such as the marketing campaign description, associated promotional project, marketing campaign manager, and marketing manager. |
Responses | View a snapshot of the responses of contacts to your marketing effort. |
Activities | Create and maintain lists of activities for the marketing campaign. |
Projects | Track any projects that you learned about as a result of the marketing campaign. |
Files & Links |
Upload, view, and store documents that are related to the current marketing campaign record. You can also add links to external documents, graphics files, or other files. |
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- How To...
You can create new marketing campaigns and edit existing ones, as well as track associated costs, activities, leads, and projects. - Fields and Options
To create and edit marketing campaigns, you work with the fields and options on the tabs, forms, and dialog boxes in the Marketing Campaigns hub. If custom fields display on a tab, be sure to complete any that are marked as required.