Campaign Types

Overview

Core CRM allows you to create a list of campaign types for your CRM to describe the different types of campaigns run by your company. The most common types of campaigns are Email, Newsletter, Referral Program, Social Media, etc. You can create any number of campaign types and then use them in your campaigns. You can manage a global list of campaign types in Core CRM. Click to watch this video on creating campaign types in Core CRM.

campaign_lists_thumbnail.png

Field Descriptions

Basic Tasks

Add Campaign Types

View Reports

Advanced Tasks

Export Campaign Types

 

Field Descriptions

Field Name Field Description
CRM Lists > Campaign Types >
Campaign Type Name of the type of campaign.
Active Indicates whether a campaign type is available to be used in the campaigns.

 

Add Campaign Types

To add a campaign type, watch this video or follow these steps:

    1. Open the Campaign Types screen from the side menu > Lists > CRM.

      campaign_types_add.png

    2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.

      • Campaign Type

      • Active

    1. Click Done. The new type is displayed in the grid.

View Reports

To view a report:

    1. Open the Campaign Types screen from the side menu > Lists > CRM.

      campaign_types_reports.png

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Export Campaign Types

In Core, you can export campaign types to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export campaign type records to a .CSV file, watch this video or follow these steps:

    1. Open the Campaign Types screen from the side menu > Lists > CRM.

      campaign_types_export.png

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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