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Introduction to Marketing (Creating Campaigns)

Select the Marketing icon from the BuddyCRM main menu in order to manage and monitor your marketing campaigns.

Campaigns can be linked to Opportunities to provide realistic ROI information on Marketing expenditure. They can also be linked to newly created Leads or Accounts in the “Originated from” field.

All current Marketing campaigns can be viewed on the dashboard 

To edit an exiting opportunity, click on the Opportunity name. However, to create a new opportunity, click on the icon 

At the top of the screen, fill in the key information relating to the campaign

If at this stage, you are not looking at add existing records to the campaign then you can press save now. This may be in the case of something like a press release where you are not aware in advance of the contacts you are communicating with.

However, if you wish to use the BuddyCRM Campaign Builder, then firstly you need to build the criteria upon which you want to generate the list. To do this, you need to select the type of filter you wish to apply. Stay with us as this can sound a little complicated but once you grasp the logic, it is pretty easy.

You can have 3 “Arguments” for each campaign which themselves can have 5 “Criteria”. An argument must relate to one of 6 areas:

Accounts – Account records

Leads – Lead records

Opportunities – Sales Opportunities, whether open or closed

Autofeeds – Data imported to Account records from other sources

Contact or Account response – If you have a the API link to e-mail marketing software, you can filter based on the previous response to a mailing

Sales – Sales data from an account

Pick the area for the first argument from the left hand side.

Then use the filters to build the criteria for that argument.

Should you wish to add more arguments, for example to combine different areas such as Sales and Accounts, click on the “add more arguments” icon.

Use the And/Or choice to link arguments and then build the second argument in the same way as the first.

Once you have built the arguments and criteria, click on the filter button. It will return all contacts that meet the criteria even if there are multiple contacts at the same Lead or Account. If you want to only select the Primary Contact for each Account or Lead, then tick the button next to the Filter button

The list of contacts that match the criteria will display below. Tick to add them (or All) to the campaign and click “Save”

The record card will be updated so that all team members are fully in the picture as to what is going on in each record, including campaign communication.

Screen Shot 2013-10-13 at 11.21.59

Updated on June 20, 2018

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