Campaigns offers your marketing team the ability to schedule and execute mass marketing campaigns. Simply CRM helps you create effective marketing campaigns with selected list of leads, contacts, opportunities and Organizations.

Creating Campaigns Manually

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You can enter Campaign details manually from Campaigns Module. This might come handy if you will have to enter Campaign details individually.

Steps to create Campaign records manually

1. In Campaigns tab, click on Add Campaign button
2. In the Create Campaign view, fill in the Campaign details
3. Click Save

Quick Create

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You can enter basic details of Campaign record through Quick create. This might be helpful if you are running out of time.

Steps to create Campaign records through Quick create

1. Click (+) Icon on top right corner
2. Click Campaign
3. In the Create Campaign view, fill in the Campaign details
4. Click Save

Create Emailing List

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You can send emails to selected list of Leads, Contacts and Organization records. You can select records from existing list, filters, or you can create records manually.

Steps to create an Emailing list

1. Click on Campaigns tab
2. In the detail view of desired Campaign record, click on Contacts from related modules list
3. Click Select One drop-down to select from existing filters, and click Load List button
4. Click Select Contacts button to select from existing records
5. Click Add Contact to add from existing Contacts
6. After your list is finalized, click Send email button to start sending emails