Campaign

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The ‘Campaign’ function is used when running a campaign for customers and prospects.

In the example below, a campaign has been set up as a ‘Newsletter 2018’ advert.

Creating a campaign:

Enter a name for the campaign
Write any notes
Select a campaign group (set up under CRM/Maintenance/Campaign groups)
Allocate an employee
Select a start date
Select a campaign status (pre-definted by Uniconta)
Select the campaign type (communication channel e.g. e-mail)
Select end date

Read about campaign groups here.

Categories: CRM, Unipedia