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Do you have an overview of the Campaigns module in OpenCRM?

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The Campaigns module is a deep and powerful tool in OpenCRM. It is where you can group selected Leads, Contacts and Companies together in order to target them with a Campaign.

Once you have sent an email Campaign, you can then track the results - click-throughs, opens, unsubscribes etc. You can also track the value of linked Opportunities, Quotes, Invoices. Overall this gives you the ability to gauge the success of your marketing endeavours.

Using the Campaigns Module

As in other areas of the system, you can search from here, create new, and set up custom views.

Creating new Campaigns

If you click "New" you are taken to an Edit screen where you can enter some basic details to describe the Campaign.

Explaining the Campaign Detail View

The Information tab will show you the basic Campaign information, and also a section which will help to show the results of the Campaign.

If you click the Leads, Contacts, Custom Contacts (if this module is enabled) or Companies tab, this will load into the Campaign detail view, a search screen, and a list of records that have been linked to the Campaign already. At the top of the screen you'll see the Keyword search, you can expand the search to display additional fields.. For example, if we click on Leads: 

 At the bottom of the screen, you can various action buttons that enable you to further manage your Campaign.

Adding Company / Contact / Lead records to the Campaign

There are three ways to add records to a Campaign

1. From the bottom of the module list view (search result) page.

At the bottom of the contact / company / lead search screen, there is a "Add to Campaign" button. You can add a number of records to the campaign in one go, by selecting the items by ticking them in the grid of search results and clicking this button.

2. From the record itself

On the record detail view, on the top row of buttons is an "Add to Campaign" button. This will allow you to add this individual record to a campaign.

3. From a Report

If you have created and run a Report that features the Leads, Contacts or Companies module, at the bottom of the Report results you will see buttons that will enable you to add the relevant records to a Campaign:

Regardless of which option you choose, you will be asked to pick the Campaign to add records to.

Simply click the folder icon on the right and then you can search and choose the Campaign to link the records to. There are a number of further fields that you can populate to make the data and Campaign information more useful. 

Working with Campaign Lists

Once you have you records linked to the Campaign, there are a number of functions you can perform:

  • Bulk email ALL items linked to the Campaign
  • Bulk email Contacts / Leads / Companies
  • Bulk Mail Merge all Contacts / Leads / Companies
  • Bulk Activity all Contacts / Leads / Companies
  • Remove items from list

Bulk Email ALL items linked to the campaign

If you click the Email Campaign button at the top of the Campaign, a new email is created which is linked to ALL items linked to the Campaign (all Leads, Companies and Contacts). 

Bulk Email by Module

From the Lead / Contacts / Companies area of the Campaign, you also have a number of options. One of these is to send an email to selected records. This can be really useful when you are sending follow up emails and only want to email those Contacts, Leads, or Companies that have clicked through, for example. Tick the records you want to send an email to, and click the Email button that sits just above the records grid.

Bulk Activity / Mail Merge etc

There are a number of other options available on the individual list view screens for Company, Contact and Lead are available on the Campaign list views as well. This allows you to hold a preset list of items, and use this to perform these functions. This includes creating:

  • HTML Documents
  • Mail Merge Documents
  • Activities

Alternatively, you may want to add selected Contacts to an Event or move them to a different Campaign. You could also export into a CSV file.

Removing items from the list

At the bottom of the list views are two buttons

Remove will remove the items you have selected in the list.

Remove All will remove all of the items above, regardless of if you have selected them or not.

Progressing your Campaign

Progressing your records will allow you to view some basic Campaign status for these records and update the relationship between those individuals and the Campaign.

You can choose between selecting a few records and clicking "Progress" or clicking "Progress All"

Scheduling A Campaign

There are numerous studies which advise on when is the best time of day or which day of the week is likely to have the most impact when sending a mailout. In OpenCRM you are able to schedule the time and date to send an email - for example you may be working on your Campaign on a Sunday evening but want to send out the email on a Tuesday afternoon.

You can set this up by expanding the Email Information section at the top of the New Email screen:

Here you can enter the required Sending Date & Time fields, then click Schedule Send. If you populate the From Name and From Address fields, that information will display on the sent email. If you leave this information blank and there is no From Name and From Address coded on the email template, the email will appear to be sent from the User doing the actual send.

You will notice that the "To" field shows the name of the Campaign, rather than the Contacts, Leads, or Companies. This is the way the system ensures that all records linked to this Campaign are parcelled up and included in the email.

Ensuring a Successful Delivery

There are various things you can do to ensure your Campaign is sent out successfully. Whilst sending a bulk mail will automatically trigger some activity,there are a number of checkbox fields you should set manually.

These are:

The Send Confirmation is generally ticked by default and you will want to untick this to prevent your OpenCRM sending you an email confirmation for EVERY email that you successfully send. Remember that OpenCRM sends all emails individually to prevent accidental spamming.

Remove contacts from draft on successful send will remove the addresses from the "To" field one by one as each email is successfully sent. This means that should your email stop sending halfway through the process, you can simply restart the send process and the contacts that have already successfully received your email will not receive a duplicate.

You will need to tick the box to Exclude CRM Tags. A warning pop-up will appear telling you that this will remove the CRM links within your OpenCRM:

This will also greatly reduce the likelihood of your email being flagged as spam by the various email clients.

Similarly you will benefit from ticking the Don't Save Individual Emails box.

Tracking the results of a Campaign

From a campaign it is possible to track a number of statistics, including:

  • The number of clickthroughs, enquiries, opens and unsubscribes from a Campaign email
  • The total value of Opportunities / Quotes / Orders / Invoices generated from a Campaign

For more information about this, please see this FAQ.

Viewing the results on the Campaign

By coding the Campaign ID into your email template as described in the FAQ above, whenever a recipient clicks on a link in the email, the clickthrough is recorded against the campaign, and the count which can be shown on the "Results" panel is incremented. The same applies for enquiries.

Campaign Status

Statistics are not updated on Campaigns that are of a closed status. You should close a campaign once you are finished with it so that the statistics remain accurate and are not skewed by future email bounces.

You can change which of your Campaign Statuses count as being "closed" by going to Settings > Configuration > Additional Settings and clicking the Campaign option at the top. From there, you simply add the statuses, one per line.

Remember: any Campaign with a status in this list will not have statistics recorded against it.

Tracking Total value of Opportunities / Quotes / Orders / Invoices generated from a Campaign

When creating a new Opportunity / Quote / Order / Invoice, if you link the campaign to the new item (there is a field for Campaign on the edit screen in the Additional Information block), then the total value of all items linked is calculated and inserted in to the "Results" panel on the Campaign.

You can also create these items direct from the Campaign itself from the linked sub-tabs.

Seeing Results on a Lead/Contact/Company

Details of this and other Campaigns are now stored on the relevant Lead, Contact and Company record under the Details section:

Description of the fields on a Campaign Record

In the Campaign Information section you can set up targets for what you want to achieve with the Campaign.

Status – this is where you can keep track of the stage at which the Campaign currently is
Budget – enter the projected cost of the Campaign
Campaign Type – drop down menu to select the type of Campaign you are running
Email – Enter the email address for the campaign if you have set one up
Expected Revenue – Enter how much you expect the Campaign to generate
Actual Cost – Enter running costs of the Campaign as you incur them
Description – Enter a description of the Campaign

The Results section contains valuable information that is automatically generated for you:

Click Throughs – tells you how many times someone has clicked the hyperlinks in your Campaign email
Enquiries – As part of the click thru process you can present the browser with a web form. This form can display information that you already hold on the contact/company/lead record within OpenCRM (perhaps the browsers name and email address), it can be used to capture new information that will fill in the associated record or a mixture of both. [Our Professional Services team can help you set this up]. The Enquiries field shows the number of Web Form submissions have been made on this Campaign.
Total Opportunity Value – shows you the value of all Opportunities generated by the Campaign
Total Quote Value – shows you the value of all Quotes generated by the Campaign
Total Invoice Value – shows you the value of all Invoices generated by the Campaign
Number of Hard Bounces – shows you how many emails failed to deliver permanently
Number of Soft Bounces – shows you how many emails have been undelivered temporarily

For a description of hard and soft bounces, see this FAQ.

You have a number of Sub-Tabs beneath the Campaign record. These are:

Emails – this lists all email correspondence relating to the campaign
Pending – shows uncompleted activities related to the campaign
History – shows all completed activities related to the campaign
Opportunities – Shows all linked Opportunities
Quotes – Shows all linked Quotes
Sales Orders – shows all linked Sales Orders
Invoice – shows all linked Invoices



If you need to cancel a scheduled email that has already started sending to a large group of people, simply change the status in the email to "Draft." You can read more about how this works and where to go to edit the email in this FAQ.

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