Campaigns Overview

Campaigns allow you to gather accounts and/or contacts which meet a defined criteria to perform a mass communication effort. Campaigns can include repeat exhibitors, customers who have held multiple events in the past year, holiday party invitees, alumni groups, and more. You then target these groups with various marketing strategies (emails or phone calls) and manage the progress of each account/contact within the campaign using the campaign status. Activities can also be added to multiple accounts/contacts at the same time; see Activities for more information.

This article includes:

• Configuration Pre-requisites
• Create a Campaign
• Work a Campaign
• Terminology

Configuration Pre-requisites

To efficiently use campaigns, you should create your Campaign Detail Status. These allow you to track and manage the campaigns and track the progress with the accounts/contacts. See Campaign Detail Statuses for instructions on how to configure these.

Use Campaign Groups to manage the campaigns within your business. For example, if you have campaigns for event follow ups, put these into "Group 1" and any new business campaigns could be added to "Group 2". See Campaign Groups for instruction on how to set these up.

Create a Campaign

There are two ways to create a campaign, and you can use both of these options to further filter your campaign.

• Manually Add Accounts/Contacts to a Campaign shows you how to create a campaign from a list of accounts, contacts, event or orders.
• Create a Campaign shows how you can build your campaign criteria by adding, removing and keeping certain criteria. 

If you have an existing campaign, you can copy the existing campaign and update it as needed instead creating a new one. See Copy a Campaign for instructions.

Work a Campaign

Once your campaign has been created, you are able to add and remove accounts/contacts, update the status, or send emails from it. It is possible to add activities through a bulk edit.  See Work a Campaign for more information.

If you need to update the criteria for your campaign see Update a Campaign or a Campaign Step to add or remove campaign steps.

Terminology

• Campaign: A group of accounts and/or contacts which meet a defined criteria.
• Campaign Detail Status: Track and manages the progress of an account/contact within a campaign. 
• Campaign Group: Assigned to a campaign to better organize and categorize it.
• Campaign Results: All the accounts/contacts included in the campaign based on the campaign steps.
• Campaign Status: Track and manage the progress of a campaign within your business process.
• Campaign Step: Determines which accounts/contacts to include or exclude in a campaign. 
• Campaign Type: Categorizes how you are going to action the accounts/contacts within a campaign, such as Email, Phone, and so on.
• Macro Step: Pre-written SQL statements to include/exclude accounts/contacts in a campaign. Used with campaign steps. 
• Query Step: Defines the accounts/contacts to add/remove from a campaign using the information in Enterprise tables and fields. Used with campaign steps. 
• SQL Statement Step: A SQL statement to include/exclude accounts/contacts in a campaign. Used with campaign steps.