If you are adding or editing a campaign here’s some guidelines on entering the field details.
|Name||Enter the name of the campaign.|
|Type||Select the type of your campaign based on the below values:
|Status||Campaign can be managed using its statuses like Running, Planning, On Hold, Finished and Cancelled. Quiddity manages the workflow and restricts editing campaign based on its statuses.
Planning:This status will be used when you are planning for any campaign.
|Owner||Select your marketing manager as campaign owner. To grant this permission to an employee, click on ’Menu -> Setup -> Permission -> Admin Permission -> check Marketing Manager permission’.|
|Start Date||Enter the start date of the campaign.|
|End Date||Enter the end date of the campaign.
Based on the start date and end date, Quiddity checks the campaign status and notifies you to change it.
When the campaign reaches its start date and if its status is not Running, Quiddity will prompt a message like “Today is the campaigns start date and selected status is Planning. Please change the status to Running or start date to future date to create its leads. “Similarly, when the campaign crosses end date and status is planning or running, it will prompt messages to users like “The campaign has already crossed its end date and the status is still Planning. Please update its status to record the final data.”
|Budget||Enter the campaign’s budgeted amount.|
|Expected Revenue||Enter the campaign’s expected revenue amount.|
|Expected Leads||Enter campaign’s number of expected leads.|
|Actual leads||This information will be captured automatically from leads generated for the campaign.|
|Actual cost||Enter actual cost spent for the campaign.|
|Actual Revenue||This information will be captured automatically from converted leads for the campaign.|
|Description||Enter the description for the campaign.|
|Attachments||Attach multiple documents related to the campaign|