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.

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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 add a new record to the campaign, click the +Add Response option to open the Contact Search and select one or more contact records.

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
+Add Response Click this option to open the Contact Search and select one or more contacts that you want to associate with the marketing campaign. Vantagepoint adds the contact information to the grid and creates a hyperlink between the contacts and the corresponding records in the Contacts hub.

For information on building a search, see New Search Dialog Box help topic.

Contact This field displays the contacts that are associated with the marketing campaign. Vantagepoint creates a hyperlink between the contacts and the corresponding records in the Contacts hub. You can then click a 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 Firms hub. You can then click the firm in this field to open the record in a new window.

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:
  • 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. If you qualify a contact, you also have the options, on the Qualify Contact dialog box, to add a firm or a project that is associated with the contact.

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.