Introduction
Welcome to your guide to creating and managing Campaigns in Empress. A Campaign in Empress is a strategy you put in place to market your product or service to a specific audience or region, with the goal of achieving set objectives.
Accessing the Campaign Feature
You can find the Campaign feature by following these steps:
- Go to Home.
- Click on CRM.
- Click on Campaign.
How to Create a New Campaign
Creating a new campaign in Empress is simple:
- Go to the Campaign list and click on ‘New’.
- Give your campaign a unique name.
- Write a description that clearly defines your campaign’s goals.
- Click ‘Save’ to create your campaign.
Key Features of the Campaign Tool
Linking Campaigns to Leads, Opportunities, and Quotations
The Empress Campaign tool allows you to link a campaign to a Lead, Opportunity, or Quotation that it has generated. This is useful for evaluating the success of a campaign by calculating its return on investment.
Viewing Leads Produced by a Campaign
To see a list of leads generated by a particular campaign:
- Click on the ‘View Leads’ button in the campaign.
- You will see a list of leads that the campaign has generated.
- If needed, you can create new leads for the campaign by clicking on ‘New’.
Scheduling Emails for Email Campaigns
If your campaign strategy includes email outreach, you can use the ‘Email Campaign’ feature. This involves setting up a schedule for the campaign.
To add an entry to the campaign schedule, click on ‘Add Row’.
In the Email Template section, select the template you want to use for your email. In the Send After (days) field, specify the number of days after which the email will be sent. This field calculates the day of the email dispatch relative to the Start Date of the Email Campaign.
The Campaign Dashboard
The Campaign dashboard gives you an overview of all the Email Campaigns and Social Media Posts associated with the Campaign. It also allows you to create new Email Campaigns and Social Media Posts effortlessly.
In conclusion, Empress provides a robust and user-friendly platform for managing your business campaigns. From creating a new campaign to tracking its success, Empress offers all the tools you need for effective campaign management. For further guidance or support, please refer to our additional resources or contact our support team.