Campaigns

Campaigns in ChannelCRM / Marketing has expanded in some key areas:

•	They may indicate the company that the campaign is conducted on behalf of

•	There may be given a booking price (your price to book a meeting)

•	You can for each item in the target group, assign whom from the client (or client's business partners) will take the meeting

•	You can design and assign e-mail templates to send an e-mail to the client meeting member and a second email on the subject (optional)

•	You can see statistics on the results

•	You can report to the client, about the campaigns progress and status

Company and booking price

The company chosen, is normal among all the companies that are in the CRM system. Booking-price stated is in local currency and it can also indicate how many meetings to be booked.

Set meeting participant

The meeting participant may be selected, for all or part of the target group.

Since the meeting participants are only attached to the selected items in the target group, one can dispatch according to optional criteria’s.

As an example one can imagine a campaign on behalf of a company that has geographically distributed retailers. The booked meetings must then be allocated among dealers according to the targets address (zip code).

By this is the nature of the campaign design, the final choice will be out of the phone's hands. It happens automatically. For those targets where there is not yet booked meetings, you can change the distribution.

Design and allocate e-mail merge templates

Merge templates are standard merge templates in Outlook. When they are treated separately here, it’s because we do not believe that phoners should be burdened with having to choose merge template each time to book a meeting or send a confirmation. But templates can look very different from campaign to campaign. See here how the templates are designed.

Statistics and Results

When the campaign is in progress, it can be assessed by opening the tab Bookings. As shown below, there are aggregated figures and the economy for all activities related to the campaign. Activities are grouped by type so that bookings, cancellations and calls are shown individually. Bookings counts, plus values in the economy.

The list is navigable, so that a double click leads to the current meeting.

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