Campaigns

1. Benefits of Campaigns

A campaign is a mini business plan designed to manage and serve customers.

Using campaigns will help you:

Accurately evaluate the effectiveness of each campaign.

Establish a collaborative process between Marketing and Sales, reducing conflicts between departments.

Automate customer care, saving time and resources during the campaign process

2. Campaign Permissions

Access: View the Campaign section within the Marketing feature.

Add New: Create new campaigns in the system.

Edit: Modify campaign information.

Delete: Delete a campaign.

View All: View all campaigns in the system.

3. How to Create, Edit, and Delete a Campaign

3.1. Creating a New Campaign

Access the system -> Marketing -> Campaigns -> Add New

The "Add New Campaign" screen displays the following:

Campaign Code: You can create a custom campaign code for easy filtering and searching, or if left blank, the system will automatically generate one.

Campaign Name: Set a campaign name to easily differentiate between campaigns and facilitate searching.

Waiting Time to Register a New Opportunity: The waiting time from when the customer enters the campaign until the sales staff registers to take responsibility for the customer.

Allow Duplicate Opportunities: Each customer in a campaign is defined as an opportunity. Allowing duplicate opportunities means permitting duplicate customers in the campaign. When should you allow or disallow duplicate opportunities?

Long-term Campaign: Allowing duplicate opportunities is recommended for long-term campaigns, as it runs over an extended period and helps track re-registered opportunities.

Short-term Campaign: Avoid allowing duplicate opportunities in short-term campaigns, as they run in a shorter period.

Campaign Manager: The person authorized to observe all activities of sales staff within the campaign, monitor the opportunity status, and modify campaign settings.

Sales Staff: The employees participating in the campaign. Getfly offers flexibility here: All (all user accounts created in the system), Department (choose employees by department for the campaign), Employee (select specific employees to participate in the campaign). Based on the campaign's goals, you can choose the appropriate sales staff.

Automatic Opportunity Assignment: The system automatically distributes customers to selected participants. When checked, customers entering the campaign will be automatically distributed equally among the selected users. Automatic distribution follows the user's creation order; users created earlier are assigned first. If you want participants to opt into the campaign to claim customers, do not select automatic assignment.

Hide Opportunity Information: Hide customer name, phone number, and email from all participants in the campaign, except for those authorized to view all opportunities, the opportunity owners, and the campaign manager.

Success/Failure Settings: Assign successful or failed opportunities to a new campaign. This is commonly used for processes where consecutive campaigns are applied across departments, utilizing multiple interconnected campaigns for customer care or thoroughly exploiting customer information for sales/upselling purposes.

Approach Method: The process of engaging with customers or the steps to follow in a campaign to ultimately upsell or make a sale. You can rearrange the steps or add new ones, ensuring that the target steps are always placed last.

Add Step: You can proactively add additional steps to engage with customers.

Target Customers: Select the customers to include in the campaign.

After completing the campaign setup, review the information and click "Complete."

3.2. Campaign Details

In the Campaign Details screen:

Select Campaign: Choose the campaign you are involved in or managing.

Campaign Owner: Know who is responsible for overseeing the campaign. This person has the authority to monitor sales staff activities, track opportunity statuses, and modify campaign settings.

Related Participants: Know who is involved in the campaign.

Opportunity Name: Quickly search for opportunity names and use the advanced search options to search by multiple criteria.

Shuffle: Distribute opportunities with no assigned owner. The distribution mechanism is to equally assign them to selected users.

My Opportunities: Display the opportunities that you are personally responsible for. By default, when accessing the campaign details, it will show opportunities assigned to you.

All: Display all opportunities added to the campaign.

Unassigned: Display opportunities with no assigned owner within the campaign.

Kanban View: Choose to view the campaign in a column format.

List View: Choose to display the campaign in a list format based on various statuses.

Messages: View detailed logs of newly added or modified opportunities within the campaign.

Campaign Settings:

Download Customers: Download a list of opportunities in the campaign as an Excel file.

Campaign Statistics: Link to KPI reports (F7).

Send Email: Send marketing emails to customers.

Lock Campaign: For short-term campaigns (e.g., a promotional campaign), once the registration period ends, you can lock the campaign to prevent further opportunity entries or restrict actions by participants.

Reset Campaign: When resetting the campaign, all opportunities are unassigned. The shuffle function can then be used to redistribute responsibility for the opportunities.

Copy Campaign: Copy all opportunities (successful or failed) from this campaign into a new one.

Edit Campaign: Modify campaign information.

Delete Campaign: Remove the campaign from the system.

Add Opportunity: Create a new opportunity within the campaign.

3.3. Editing a Campaign

Click on the campaign details screen -> select Settings -> choose Edit Campaign.

3.4. Deleting a Campaign

Click on the campaign details screen -> select Settings -> choose Delete Campaign.

Managing Campaigns Access Marketing -> Campaigns, and the screen will display a list of all campaigns in the system.

Campaign Name: Search by campaign name.

Campaign Creator: Search by the creator of the campaign.

Campaign Status: Filter by active campaigns or deleted campaigns.

Date: Search by the campaign creation date.

Sort by Latest Update: Sort campaigns by the most recent changes to the number of new opportunities.

Campaign Information: Includes the campaign name, creation date, and assigned manager.

New Opportunities Created This Month: The number of new opportunities created in that month for the campaign.

Total Customers in the Campaign: The total number of customers in the campaign since it was created.

Quick Actions: Edit/Delete campaigns.