ModulesCRM
Campaigns
Create and track marketing campaigns with ROI analysis.
Campaigns let you organize marketing efforts, track engagement, and measure return on investment.
Creating Campaigns
- Navigate to CRM → Campaigns
- Click New Campaign
- Define: name, type, budget, start/end dates, target audience
- Click Save
Campaign Types
- Email — Email outreach campaigns
- Event — Conferences, webinars, meetups
- Advertising — Paid ads tracking
- Social — Social media campaigns
- Other — Custom campaign types
Tracking ROI
Each campaign tracks:
- Budget — Planned spend
- Actual spend — Real costs incurred
- Contacts reached — Number of contacts engaged
- Deals generated — Deals attributed to this campaign
- Revenue — Total revenue from attributed deals
- ROI — Calculated return on investment