Skip to content

Campaigns

Campaigns help you create and manage various marketing initiatives, including email, newsletters, web, radio, television, and direct mail.

The Type field in a campaign record has the following options:

  • Email. Mass email marketing.
  • Newsletter. Mass newsletter email.
  • Information Email. Mass email of non-marketing nature, for example, information about a license update.
  • Web
  • Television
  • Radio
  • Mail. Direct mail.

Leads, Opportunities, Accounts, and Contacts can be associated with a campaign. When a lead is created for a specific campaign, a Lead Created entry is added to the campaign log.

A Lead Capture can be associated with a specific campaign. All generated leads will then be linked to that campaign.

See also:

Target lists

Target lists can be specified for campaigns Email, Newsletter, Information Email, and Mail campaigns. The Target Lists field defines the target audience, while the Excluding Target Lists field specifies who to exclude. Contacts in the excluding list are excluded, even if they appear in the campaign's target list.

Log

Log entries display activity history of the campaign. The following events are logged:

  • Sent. An email is sent (mass email).
  • Opened. A recipient opened an email (mass email).
  • Opted Out. A recipient unsubscribed (mass email).
  • Opted In. A recipient subscribed back (mass email).
  • Bounced. An email is bounced (mass email). Can be hard and soft bounced.
  • Clicked. A recipient clicked a tracking URL (mass email).
  • Lead Created. Anew lead associated with the campaign is created.

Statistics

The Statistics panel in a campaign displays the following metrics:

  • Sent. The total number of emails sent within the campaign (mass email).
  • Clicked. The total number of clicks on tracking URLs within the campaign.
  • Opted Out. The total number of recipients who opted out and percentage.
  • Bounced. The total number of bounced emails and percentage.
  • Lead Created. The total number of created leads.
  • Opted In. The total number of recipients who opted in back and percentage.
  • Revenue. Calculated by summing up all associated Closed Won opportunities.