Creating Campaigns

The Campaigns module in SalesHiker CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline – such as Google Ads, Trade Shows, PR events, TV Commercials, Referral program – requires to be meticulously planned and executed in order for it to be effective. This is where the Campaigns module enters the picture – it helps you track a Campaign by recording details such as Budget, Actual Cost, Expected Revenue from the campaign, the duration and so on.

With these details recorded in the Campaigns module, you can run reports to see which campaigns have brought the most revenue, which ones have been too expensive, what is the ROI and so on. Make sure you use this module to plan and run your promotional campaigns efficiently.

In SalesHiker CRM, you can create campaigns by:

Entering data in the campaign details form: You can manually fill in the campaign details gathered from various external sources.

Importing Campaigns from external sources: You can also do a bulk import of Campaigns from a CSV or XLS file into the Campaigns module in SalesHiker CRM.

Create Campaigns Individually

You can create campaigns individually by:

  • Filling in the details in the campaign creation form manually.
  • Duplicate the campaign with a few changes in the existing record.

To create campaigns individually

  1. In the Campaigns module, click on the Add Campaign Button to add a new Campaign.
  2. In the Create Campaign page, enter the campaign details.
  3. Click on the Save.

To duplicate campaigns

  1. In the Campaigns tab, click a particular campaign that is to be duplicated.
  2. In the Campaign Details page, click (More button) and choose Duplicate from the list.
  3. In the Duplicate Campaign page, modify the required details.
  4. Click on the Save.

On this page