Marketing & Campaign
Campaign Management – Frequently Asked Questions (FAQ)
- 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.
- 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.
- 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.
- Which records receive campaign distribution?
It is performed on the records you have selected in Company, Contact, and Lead lists.
- 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.
- 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.
- 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.
- What happens with phone and message campaigns?
Only records are created. No data flow is sent to any system.