Campaigns

The Campaigns module in KiyoCRM can be a very powerful marketing and advertising tool for your organization allowing you to create and track both email and non-email based (e.g. tele sales or radio) marketing campaigns to prospective or existing customers.

With the tracking tools built into the Campaign module you can monitor the response you receive from your campaign in real time, allowing you to view the Return On Investment (ROI) and many other useful metrics. This in turn helps you to plan your strategic marketing and advertising activities effectively by visualizing which campaigns work and which do not.

Create a Campaign

From the Campaigns module, select Create Campaign from the sidebar or the module dropdown menu to start the Campaign Wizard.

Select the campaign you wish to create: Newsletter, Email, Survey or Non-email-based Campaign. Non-email-based campaigns allow you to keep a re

Note: Note that for a Survey campaign you will first need to create the survey to attach to the campaign.

 

Campaign Header

The first page of the Campaign Wizard is the Campaign Header page.

Enter a name for the campaign here and set the status (Planning, Active, Inactive, Complete).

Add an optional description.

The campaign will be assigned to the currently logged on user by default. Change this here if required.

Survey Campaign