Campaigns

Joforce CRM lets you run the mass email marketing campaign with the selected list of Leads, Contacts, Organizations, and Deals.

Create a new campaign #

You can create a new campaign in 2 different ways,

• Quick Create
  • Click on the + Quick Create button in the top Quick Actions Bar, you can access this anywhere in Joforce CRM
  • Choose Campaign from the drop-down
  • In the Quick Create Campaign popup, add the related information
  • Once done, hit Save

  • You can also access the complete Campaign Form right from here by clicking on Go to full form.
• Adding Campaign info Manually
  • Click on + Add Campaign

  • Provide the necessary details
  • Click on Save

Default Campaign views #

By default, Joforce CRM offers you a list of fields to add information related to your Campaign. The below image gives a list of the default fields in Joforce CRM.

However, you can also add custom fields to know more about your prospects.

Execute the campaign #

You can run the campaign to a selected list of Leads, Contacts, Deals, and Organizations. To do so,

• Navigate to the detailed view of the desired campaign.
• Click on the desired icon to add the related Contacts or Leads or organizations or Deals.
• Click on the Select option to choose from the existing list else click on the + Add option to add a new one other than the existing
• Once your list gets finalized, click on the Send email option, and in the Compose email overlay, Choose your Campaign Template and then send it to your customers.
• You can also automate the campaign, via Workflow.

Managing Campaign records #

Common actions performed on the module

• Click on a List text box at the top → click on Create New option beside the LISTS to create custom filters.
• Click on Import → To import campaign records into Joforce CRM
• Click on More and choose the necessary action
  • Campaigns Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
  • Campaign Workflows → To add workflows related to your Task and Events.
  • Picklists Values → To modify the picklist values
  • Campaign Numbering. → To create custom numbering for records

Action performed in the list view

• Click on the Search icon in the right corner → To search for records in that module
• Click on the Box icon in the right corner→ To alter the header menu

• Double click on the table menu → To sort the menu.
• Multiple records – Bulk actions → Select the desired records → click on the drop-down menu
  • Delete→ To Delete the selected records(bulk deletion)
  • Edit icon → To edit the selected records on the whole (Mass Edit)
• Action taken on a single record → Click on the drop-down menu in the right corner of each record
  • Details → Navigate to the detailed view of the record
  • Edit → To edit the record
  • Delete → To delete the selected record

Action performed in the detail view

• Click on Add Tag → To add tag

• Click on Follow → To keep track of the record
• Click on Edit → To edit a campaign info
• Click on More
  • Delete → To delete the record information
  • Duplicate → To replicate the already existing record to create a new one.

View/ addition of other module records related to the particular campaign #

You can easily view/ add the other module records related to a specific campaign.

• Go to the detailed view of the particular record
• Click on the appropriate module icon. It displays all the related records.
• You can also relate a new record either
  • By selecting from the already existing records
  • By adding a new record to that module

The list of modules included are

• Contacts, Organisation, Deals, Leads, and Activities.