Campaign Management

In PrismERP, campaign management allows users to plan and track marketing campaigns. Users can set campaign budgets, expected revenue, objectives, and campaign leads, along with defining campaign schedules and sources. Campaigns can be linked to organizations, opportunities, activities, and quotes to track related records in one place. Users can also manage campaign types, update campaign status, and search or filter campaigns for review and management.

Add New Campaign

To create a campaign, users enter the campaign information, including its name, budget, expected revenue, frequency, schedule, source, branch, and campaign lead. They can also select a campaign type, define objectives, and add applicable terms and conditions.

Field	Action
Name	Enter the name of the campaign.
Budget	Enter the allocated budget for the campaign.
Expected Revenue	Enter the projected revenue from the campaign.
Expected Opportunity	Enter the expected number of business opportunities generated from the campaign.
Frequency	Select the campaign frequency, such as Daily, Weekly, or Monthly.
Custom	Configure custom campaign frequency settings, if applicable.
Status	Set the campaign status, such as Planning, Active, or Completed.
Start Date	Enter the campaign start date.
End Date	Enter the campaign end date.
Source Type	Select the source type for the campaign.
Source	Select or enter the campaign source.
Branch	Select the branch associated with the campaign.
Campaign Lead	Select the person responsible for the campaign.
Description	Enter a brief description of the campaign.
Campaign Type	Select a campaign type.
Objective Name	Enter the campaign objectives or goals.
Terms & Conditions	Enter the terms and conditions applicable to the campaign.

After adding a campaign, it appears in the Campaign List, where users can search by campaign name and filter records by branch, creator, campaign lead, date range, or status. They can also view and update the campaign status as needed.

Campaign Details View

Clicking a campaign name displays its details, including the budget, expected revenue, campaign lead, and branch. Users can also view and manage the organizations, opportunities, activities, and quotes linked to the campaign. To update the campaign information or its related records, users can click Edit.

Add New Campaign Type

Users can create campaign types to categorize campaigns. To add a campaign type, enter its name and save the record.

Field	Action
Campaign Type Name	Enter the name of the campaign type.

After adding a campaign type, it appears in the Campaign Type List. Users can search for a campaign type by name, activate or deactivate it, and edit its details directly from the list.