Campaign Management

Organize your marketing efforts and track their ROI. Connect every lead and opportunity back to the initiative that generated it.

Features

Multi-Channel Planning

• Hierarchy: Parent Campaigns (e.g., "2024 Product Launch") and Child Campaigns (e.g., "Q1 Webinar", "Email Blast").
• Budgeting: Track "Budgeted Cost" vs. "Actual Cost".
• Asset Management: Store banners, scripts, and email templates.

Member Management

• Targeting: Import leads from reports or CSVs into a campaign.
• Status Tracking: Track member status: "Sent", "Opened", "Clicked", "Responded".

ROI Analysis

• Attribution: Automatically link Opportunities to the primary Campaign Source.
• Reporting: Visualize "Cost per Lead" and "Cost per Won Deal".

Common Campaign Types

1. Webinar: Track registrations and attendance.
2. Trade Show: Capture booth visitors.
3. Email Blast: Mass communication.
4. PPC: Google/Facebook ad tracking.