You can now automatically create contacts or enquiry in Quiddity using the webforms. 1. To add your webform, click on ‘Menu -> Setting -> Feature -> Webform -> Add Webfrom button’. 2. In the webform builder, enter the following details: Webform information: Enter the webform details such as form name, […]
HTML form generator
Once you make your entity selection for the webform, Quiddity will create the basic HTML code for you. Use ‘Copy HTML’ to copy the HTML code for your website. Paste this code on your website and get the webform integrated with Quiddity. Add fields Drag and drop the fields that […]
Campaign overview
Quiddity campaign gives you the power to manage multiple marketing campaigns within just one CRM system. Quiddity campaign manages email marketing, newsletter, telesales, television, radio, print and web campaigns. Quiddity campaign has a different status like Planning, Running, On Hold, Finished, Cancelled. Campaigns can be managed using these statuses. As […]
Access campaign
Quiddity organisationemployees having a read or write/edit permission to ‘Campaign’ can respectively view or create/edit campaign. To grant this permission to an employee, click on ’Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Marketing -> Campaign’. Quiddity organisation employees having ‘marketing manager’ permission can re-open the campaign, change […]
Campaigns in Quiddity
Manage your business campaigns using Quiddity campaigns. To view your campaigns, click on ‘Menu -> Marketing -> Campaigns’ Campaign List Quiddity will display all campaign in reverse chronological order initially, you can change this order ascending or descending on each column. List column ‘Name’ is clickable, clicking on this will […]
Campaign fields
If you are adding or editing a campaign here’s some guidelines on entering the field details. Campaign Details Field Description Name Enter the name of the campaign. Type Select the type of your campaign based on the below values: Newsletter Email Telesales Mail Print Web Radio Television Networking Other Status Campaign can […]
Add a campaign
When you add a campaign, it will appear under the campaign list. 1. To add your campaigns, click on ‘Menu -> Marketing -> Campaigns -> Add Campaign button’. 2. Enter the campaign name. This will let you search for your campaign throughout Quiddity. 3. If the campaign name already exists, […]
Manage a campaign
Based on the campaign’s status and your permission, action column will show ‘Edit’ or ‘View’ action.Please refer to section manage action and statuses for more details on it. On editing a campaign, its information is nicely divided in the form of tabs. Editing campaign details Campaign fields can be edited from the […]
Enquiry overview
Enquiries are sales signals for your business. You can now log all the enquires for your business in Quiddity. You can add custom fields to the enquiry form and capture your business-specific details for an enquiry. These enquires can be converted to a contact or lead.
Access an enquiry
Quiddity organisation employees having a read or write/edit permission to ‘Enquiry’ can view or create/edit enquiry. To grant this permission to an employee, click on ‘Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Sales -> Enquiry’.
