HotCRM Logo
Technical SpecsMarketing Specs

Marketing Cloud

The Campaign Management and Lead Nurturing subsystem.

Marketing Cloud Subsystem

Marketing Cloud is responsible for generating demand. It tracks the "ROI" of marketing spend and automates the nurturing of prospects until they are "Sales Ready".

1. Domain Model (Schema)

1.1 Core Objects (packages/marketing)

Object NameAPI NameDescriptionKey Fields
CampaigncampaignA marketing initiative.type, status, budget_cost, actual_cost
Campaign Membercampaign_memberLink between Lead/Contact and Campaign.status (Sent/Responded), lead_id, contact_id
Web Formweb_formLanding page capture configuration.return_url, fields_json
Email Templateemail_templateHTML content for blasts.subject, body_html, merge_fields

2. Business Logic (Automation)

2.1 Campaign ROI Calculation (campaign.rollup.hook.ts)

  • Trigger: after_update on Opportunity.
  • Logic:
    • Identify Primary Campaign Source.
    • Sum Opportunity.amount where IsWon = true.
    • Update Campaign.value_won_opportunities.
    • Calc ROI = (Value Won - Cost) / Cost.

2.2 Lead Scoring Engine (lead.score.action.ts)

Increments a score based on behavior.

  • Rule 1: Clicked Email Link (+5 points).
  • Rule 2: Visited Pricing Page (+10 points).
  • Rule 3: Job Title contains "VP" (+20 points).
  • Threshold: If Score > 50, update Status to "Marketing Qualified".

3. User Experience (UI)

3.1 Marketing Dashboard (marketing_cmo.dashboard.ts)

  • Visuals:
    • "Pipeline Generated by Campaign Type" (Pie).
    • "Cost per Lead (CPL)" trends.

3.2 Campaign Calendar (campaign.view.ts)

  • Type: calendar
  • Fields: start_date, end_date, type.

4. Security & Access

  • Marketing User: Create Campaigns, Import Leads.
  • Sales User: Read Campaigns, View Campaign History on Contact.

On this page