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Campaign Management

An event, program, or seminar organized by the company for marketing and customer interaction on the company’s product and services.

1) Adding a New Campaign​

Navigation to Add Campaign

Required Fields:​

  • Name: Name of the campaign
  • Budget: Estimated expense amount for the campaign
  • Expected Revenue: Expected income from the campaign
  • Expected Opportunity: Expected customer relationship build-up
  • Frequency: Time period type of the campaign
  • Status: Current condition of the campaign (Active, Planning, etc.)
  • Start Date: Date of starting
  • End Date: Date of ending
  • Branch: Assigned branch under which the campaign falls
  • Campaign Type: Type of campaign
  • Campaign Places: Locations where the campaign will take place
  • Objectives: Goals set for the campaign
  • Terms & Conditions: Rules, regulations, and policies of the company
  • Campaign List: Users can navigate to the campaign list page from the “Add Campaign” option

2) Campaign List Page View​

Features:

  • Add Campaign Icon: Allows users to add a new campaign
  • Report: Generates a report of the campaign list
  • Name of Campaigns: Displays the campaign names; clicking enters the campaign page
  • Branch-wise Campaign Search: Filters campaigns under different branches
  • Date Range (From/To): Search campaigns by start and end dates
  • Status: Filter campaigns by their status
  • Campaign Type: Search campaigns by their type
  • Set Status: Allows users to modify the campaign status

3) Campaign Reporting Page View​

Features:

  • Preview: Displays the complete campaign list
  • Print: Prints specific campaigns or lists
  • Email: Sends the campaign list report via email
  • Download: Exports the report in different formats (PDF, DOC, HTML, XLS)
  • Report Outline: Defines a structured campaign report
  • Report Header: Customizable company header
  • Page Size Setup: Adjusts the report page size

4) View Page of a Specific Campaign​

Features:

  • Basic Information: General campaign details
  • Organization: View associated organizations
  • Opportunities: Displays potential opportunities from the campaign
  • Activities: Shows related activities
  • Quotes: Displays financial quotes related to the campaign
  • Add Option: Enables adding new campaigns, organizations, opportunities, activities, and quotes
  • Campaign List: Navigates back to the campaign list
  • Edit Icon: Allows editing campaign information
  • Edit Status: Modify campaign status
  • Edit Campaign Place: Change or add campaign locations
  • Edit Campaign Type: Modify the type of campaign
  • Edit Campaign Objective: Change or update objectives
  • Description: Provides a brief about the campaign

This structured campaign management system ensures seamless planning, execution, and tracking of campaigns.