CRM Help

Creating Campaigns

Create Campaigns

In Zoho CRM, you can create campaigns by:

Entering data in the campaign details form: You can manually fill in the campaign details gathered from various external sources.

Note

  • Some of the standard fields listed below may not be visible or editable depending on your organization's business process. 
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Campaigns Individually

You can create campaigns individually by using the following:

  • Filling in the details in the campaign creation form.
  • Cloning the campaign with a few changes in the existing record.

Note

  • By default, the person who creates the campaign owns it.
  • To change owner, click the Change link in the Campaign Owner field from the Campaign Details page and select another user.

To create campaigns individually

  1. In the Campaigns module, click New Campaign.
  2. In the Create Campaign page, enter the campaign details. (Refer to the Standard Fields)
  3. Click Save.

To clone campaigns

  1. In the Campaigns tab, click a particular campaign that is to be cloned.
  2. In the Campaign Details page, click Clone.
  3. In the Clone Campaign page, modify the required details. (Refer to table)
  4. Click Save.

Associate Campaign with Other Records

After creating campaigns, you may need to associate campaigns with other records, such as tasks, events, attachments, leads, contacts, and potentials.

In the Campaign Details page, you can associate the following:

  • Open Activities: To add tasks and events.
  • Closed Activities: To display the closed tasks and events.
  • Potentials: To display the potentials converted through a campaign.
  • Attachments: To attach documents to the campaign.
  • Leads: To display the leads generated through a campaign.
  • Contacts: To display the contacts generated through a campaign.

Associate Leads/Contacts to the Campaign

There are many types of campaigns that can be organized. For example, Trade Shows, Direct Mailer, Telemarketing, Print or Online Ads etc. The prime focus of campaigns is to aquire information from leads who have an interest in what you offer. Many leads maybe associated to a single campaign as you may have included some existing leads to take part in a particular campaign. In such cases, it is necessary that you keep track of all the leads as a result of the campaign. Using the Campaigns module, you can store all the necessary details in a well organized manner, for future reference.

Add New Leads/Contacts to the Campaign

To associate new leads

  1. In the Campaign Details page, the existing lead details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit link to modify the campaign member status of the lead.
  2. Click the New link.
  3. In the New Lead page, specify the lead details. (Refer to the Standard Fields)
  4. Click Save.

To associate new contacts

  1. In the Campaign Details page, the existing contact details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit link to modify the campaign member status of the contact.
  2. Click the New link.
  3. In the New Contact page, specify the contact details. (Refer to the Standard Fields)
  4. Click Save.

Associate Existing Leads/Contacts

To associate existing leads or contacts to the campaign

  1. In the Campaign Details page, the associated lead or contact details, if any, are displayed.
  2. Click Associate Existing Leads/Contact.
  3. In the Add Existing Leads/Contacts page, specify the criteria to search the required records.
  4. Click Search.
  5. Under Matching Leads/Contacts, select the check box(es) of the records that you want to associate to the campaign.
  6. Select the Campaign Member Status from the Status drop-down list.
  7. Click Add to Campaign.
    The selected records will be associated to the campaign.

Import Leads or Contacts

You can import a list of leads into Zoho CRM and directly associate them to the campaign. Note that while importing, the first campaign member status will be applied to all the leads or contacts. You can later change the campaign member status whenever needed.

If the import file is in XLS, XLSX or VCF format, you can import a maximum of 1500 records/batch. Records more than 1500 can be imported in CSV format. Check the Feature Availability table for Import Limits.

To import leads or contacts

  1. In the Campaign Details page, the associated lead or contact details, if any, are displayed under Leads/Contacts related lists.
  2. Click Import.
  3. In the Import Leads page, specify the import details. See Also Import Data
    The Imported leads/contacts will be associated to the campaign.

Mass Update Campaign Member Status

The campaign member status defines the status of the leads or contacts who are part of the campaign. Note that the Status of a Lead is different from the Campaign Member Status.

To update campaign member status

  1. In the Campaign Details page, the associated lead or contact details, if any, are displayed.
  2. Click Mass Update Member Status.
  3. In the Mass Update Campaign Member Status page, select any of the following to get the list of records that you want to update:
    1. All Records - Select this option and click Fetch to list all the records.
    2. Manual Criteria - Select this option, provide search criteria and click Search to list records based on the criteria.
  4. Under Matching Leads/Contacts, select the check box(es) of the records.
  5. Select the Campaign Member Status from the Status drop-down list.
  6. Click Update Member Status.
    The selected records will be updated with the status that you specify.

Add Campaigns to the Leads/Contacts

To add campaigns to leads or contacts

  1. Click the Leads/Contacts tab.
  2. In the Leads/Contact Details page, the existing campaign details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
  3. Click Add Campaigns.
  4. In the Add Campaigns to Lead/Contact page, do the following:
    • Choose the campaign member Status from the drop-down list. See Also Customize Campaign Member Status
    • Select the check box(es) of the campaigns that you want to associate to the lead or contact.
  5. Click Add to Lead/Contact.

Customize Campaign Member Status

Each member associate to a campaign needs a campaign member status. For example, for a Trade Show campaign, the leads or contacts associated to it may have their status as Invited, Attended, Not Attended etc.

To customize campaign member status

  1. Click Setup > Customization > Fields > Campaigns > Campaign Member Status
  2. In the Customize Campaign Member Status page, all the status values will be listed. You can do the following:
  3. Add Member Status - Click the Add Status link and enter the value along with its display Order.
    (Note that you have a maximum of 20 member status values.
  4. Delete Member Status - Select the check box(es) of the values and click the Delete Status link to delete the value(s).
  5. Click Save.

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