Campaigns Overview

Campaigns are the fundamental element to your Marketing tool. You will need to set up a Campaign to send emails and newsletters and run reports on your marketing activity.

A Campaign will have one or more stages, that let you group your emails or contact segmentations; these are Campaign Stages.

In the Marketing menu, clicking Campaigns will display the list of your Campaigns. If you have not yet created any campaigns the table will be blank.

As with all your CRM data tables you can click on any of the column headers to sort the data by that column. Depending upon your security settings, you can choose to see My Campaigns, My Group’s Campaigns or All Campaigns from the dropdown menu above the column headings. The Active Only checkbox will limit the list to just your active campaigns (i.e. the campaigns currently running). The Search bar above the table allows you to search all the displayed fields: entering ‘Adwords’ will search for all Campaigns containing the letters ‘Adwords’.

Navigating Campaigns Table

You can select/de-select the columns displayed on the table by clicking ‘Columns’. You can change the order of the columns by “dragging and dropping” in the title bar. If all the columns available don’t fit your screen size a “+” box will appear on the right of the table – click this to open and view all the data.

To view or edit a Campaign simply click on the Campaign name to open it.

Click the checkbox to select one or more Campaign and new editing icons will appear at the top of your page, e.g. to copy.

You can search your Campaigns using the search bar, start typing the name or a keyword for the Campaign you want. The system will return a list containing that term.

Creating a Campaign

You can create a new Campaign by clicking the “+ Add” button.

Complete the Campaign details using the date pickers and dropdown fields, and assign an Owner to the Campaign – the asterisks denotes a mandatory field. If you are running an email campaign or a campaign where you will be following up with a call or email you will need to set up one or more Campaign Stages so click Save and Create Stage. If you are creating a campaign where no follow up communication is required click Save.

Add Campaign20

To complete your Campaign see Campaign Stages and Adding and Deleting Members to a Campaign.

Campaign Stages20

Let’s take a look at each of the fields on the Campaign form:

Campaign Name

The name that you want to call the Campaign, such as “September Finance Campaign” or “Adwords 2020-01”.

Active Checkbox

You’ll need to set the Active checkbox to ‘Yes’ to be able to add or delete contacts to the campaign or schedule it for mailing. Even if you are just sending a test email to yourself you should set the campaign to Active.

N.B. If a Campaign is Active no emails will be sent until you set up the Email Queue. This means that you can safely send a test email to yourself in the Email Scheduler. However, if the Campaign it is not Active you will not be able to send the email.

Campaign Type

Use this box to describe what kind of Campaign it is, such as Advertising, Event, Newsletter. You can define what Campaign Types are available using the Dropdown List ‘CampaignType’. This can be accessed in Setting / System Settings, then Custom Dropdown Lists.

Campaign Status

Use this box to describe if the Campaign is Running, Planned or Completed. You can define what Campaign Status are available using the Dropdown List ‘CampaignStatus’. This can be accessed in Setting / System Settings, then Custom Dropdown Lists.

Start Date and End Date

The start and end dates of the Campaign. These are just for information, they don’t affect any processes in the CRM system.

Budgeted and Actual Cost

Enter your original Budgeted cost for the Campaign and the final Actual cost. The actual cost will be used to calculate cost per lead and cost per opportunity. These are just for reporting purposes.

Drip Feed

Tick this checkbox if you want this Campaign to be a Drip Feed campaign, where your Contacts are sent a series of automatic emails at predefined intervals.


Use the Notes box to describe the Campaign for future reference. Text entered in the Notes field will be shown when you hover your cursor over the Campaign Name on data tables.


The member of staff who “owns” the Campaign, selected from the User list.

Campaign Stages Table

This shows the summary details of each Campaign Stage for that Campaign.

Mailing Stats

The graphs and stats below show the performance of your email campaign, with the number of contacts mailed, any “unresolved” emails, open, clikthroughs, bounces etc.

Email Campaign Mailing Stats


The Leads grid will show you all the Leads that have been attributed to this campaign (by choosing this campaign from the campaign field on the Account).


The Opportunities grid will show you all the Opportunities that belong to Accounts that have been attributed to this campaign.

Editing a Campaign

You can open an existing Campaign by clicking on the Campaign Name.

On the Campaign page, the details of that Campaign are shown plus a table showing that Campaign’s “Campaign Stages”, the Leads from that Campaign, and the Opportunities from that Campaign.

Click Edit to change any of the details of the campaign, update the stages and change the associated emails as required. Click Save.

Deleting a Campaign

Deleting a marketing Campaign will delete all it’s Campaign Stages and the Activity Status of it’s Members.