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Marketing & Campaign

Campaign Management – Frequently Asked Questions (FAQ)

  1. What is a campaign used for?

A campaign is used to plan, distribute, and track the results of marketing activities targeted at a specific audience within the CRM.

 

  1. What is the difference between Campaign and Campaign Distribution?

Campaign is the framework.

Campaign Distribution (activity) is the actual delivery or contact step performed within this framework.

 

  1. Can I create multiple distributions within a single campaign?

Yes. You can create multiple campaign distributions for different channels or different target audiences under the same campaign.

 

  1. Which records receive campaign distribution?

It is performed on the records you have selected in Company, Contact, and Lead lists.

 

  1. Is list filtering or individual selection used?

Only lists can be used for operations performed through campaigns.

For operations performed from Company, Contact, and Lead list screens:

  • Selected lists can be used.
  • Lists can be customized (filtered).
  • Individual records can be selected for processing.

 

  1. Why were activity records not created for some records in my selected target audience?

Records are not created if format and permission checks are not passed.

 

  1. Why was the email not sent?
  • Email server profile settings may not be configured or may be configured incorrectly.
  • The user's mailbox settings may be incomplete.
  • There may not be a valid email on the record.
  • Email Permission may be disabled.

 

  1. What happens with phone and message campaigns?

Only records are created. No data flow is sent to any system.

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