Campaign management covers marketing activities planned and executed to expand your customer base, engage existing customers, or promote your products/services. In Robosme, campaigns are not just delivery operations; they are a holistic structure that can generate new customers, leads, events, and trade shows.

This way, your marketing activities become a measurable and trackable process within the CRM.

Campaigns

To create a new campaign or view your existing campaigns, you can use the Campaigns concept in the menu. The campaign creation process is initiated with the New button.

When creating a campaign, basically filling in:

• Name
• Campaign Type
• Start and End
• Description

is sufficient.

After the campaign is created, the distribution process for the campaign is initiated with the New Distribution button at the top of the form.

All distributions linked to the campaign can be viewed from the Campaign Distributions tab. Activity records created for the target audience can be viewed in the timeline.

Additionally:

• Company
• Contact
• Lead

You can quickly create campaigns and campaign activities using the Campaign button on the list screens of these concepts.

Points to note in this usage:

• This method always creates a new Campaign and Campaign Distribution.
• If you want to distribute through an existing campaign, you must perform the operation from the relevant campaign record.
• In operations performed from concept list screens, distribution can be made according to the currently applied filter.
• In operations performed through campaigns, target audience definition/selection is made only through saved lists.