Campaign Types

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

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

How To

Add Campaign Types

View Reports

Export Campaign Types

Mark Screen as Favorite

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 active and 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 > Settings > CRM.

    campaign types add new.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 > Settings > CRM.

    campaign types report new.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

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 > Settings > CRM.

    campaign types export new.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

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

    Campaign type - Mark as fav.png

  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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