Campaign Management

In PrismERP campaign enables efficient planning, management, and tracking of marketing campaigns. Users can create new campaigns, define objectives, assign leads, set budgets, and monitor expected revenue and opportunities. Campaigns can be linked to organizations, opportunities, activities, and quotes for comprehensive tracking. Campaign types can be categorized, and their status can be viewed or updated, ensuring organized and actionable marketing workflows. Search and filter options allow quick access to specific campaigns for review or management.

1. New Campaign

Add New Campaign:

Field	Action
Name	Enter the name of the campaign.
Budget	Enter the allocated budget for the campaign.
Expected Revenue	Enter the projected revenue from this campaign.
Expected Opportunity	Enter the expected business opportunities generated from the campaign.
Frequency	Select the frequency of the campaign (e.g., Daily, Weekly, Monthly).
Custom	Enable or configure custom campaign settings.
Status	Set the current status of the campaign (e.g., Planning, Active, Completed).
Start Date	Enter the campaign start date.
End Date	Enter the campaign end date.
Source Type	Select the type of source for the campaign (e.g., Online, Offline).
Source	Enter or select the campaign source.
Branch	Select the branch associated with the campaign.
Campaign Lead	Enter the campaign lead or responsible person.
Description	Enter a brief description or notes for the campaign.

Campaign Type:

Field	Action
Campaign Type	Add or select one or multiple campaign types.

Objective:

Field	Action
Objective Name	Enter the objectives or goals of the campaign.

Terms and Conditions:

Field	Action
Terms & Conditions	Enter terms and conditions applicable to the campaign.

2. List of Campaigns

Field	Action
Name	Search by campaign name to quickly locate the campaign.
Branch	Filter campaigns by branch or location.
Created By	Filter campaigns by the user who created them.
Campaign Lead	Filter campaigns by the assigned campaign lead.
From	Select the start date to display campaigns from a specific date.
To	Select the end date to display campaigns up to a specific date.
Status	View or update the status of the campaign (e.g., Active, Planning, Close).

2.1 Campaigns Details View & Action

Details View:

Field	Action
Basic Information	View core details of the campaign such as Name, Budget, Expected Revenue, Expected Opportunity, Frequency, Campaign Lead, Branch etc.
Organizations	Search,view and edit organizations linked to the campaign.
Opportunity	Search, View and edit opportunities associated with the campaign.
Activities	Search & View all activities planned or executed under the campaign.
Quotes	View & edit quotes generated or linked to the campaign.
Edit	Edit or update campaign details, linked organizations, opportunities, activities, or quotes.

3. Add Campaign Type

Field	Action
Campaign Type Name	Enter the name of the campaign type (e.g., Winter Sales 2025).

4. List of Campaign Types

4.1 Campaign Type Search & Actions

Field	Action
Name	Search by the campaign type name to quickly locate a specific type.
Status	View and update the status of the campaign type.
Edit	Edit the campaign type information, including its name and details.