Alexa Best Small and Medium Business CRM Software - ConvergeHub

Create Campaign

To start, go to Marketing from the menu on the left and click on Campaigns. Once you’re on the campaign list, you can create a new one by clicking the button in the top-right corner. The Create Campaign page will open up, containing the necessary fields to be filled.

    • The Name section is mandatory to fill.
    • You can set the Campaign Type by clicking on drop down option. Some options for campaign type include Advertisement, Public Relation and Seminar/Conference etc.
    • Expected Response field allows you to set the response figure in percentage.
    • You can change the Start Date and End Date through the calendar that pops up on clicking on any of the date fields.
    • The Description field allows you to write a few sentences about the campaign.
    • To set the currency, click the dropdown menu in the Budget field. Once the currency is set, you can enter your estimated budget.
    • Total Cost shows the collective figure of all broadcast cost. This field will automatically get filled in after you input the broadcast cost.
    • You can enter the Expected Revenue you anticipate the campaign will generate.
    • You are required to click on the  option to proceed to the Broadcast section.
    • You can click on Cancel to stop the creation of the campaign.