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How do I Create Campaigns while Creating Customer?
Updated on June 12, 2017 05:09AM by Admin
There are times when a prospect makes an instant decision to buy your services or products when you are running an marketing email campaign. Here the lead skips the sales funnel process to become a customer and closes the deal. This is possible in Apptivo Campaign App.
Customers App allows you to create a new Campaign while creating Customers or select any existing campaign. Lets go through the steps quickly.
Steps to Create Campaigns while Creating Customer
- Log in and access Customers App from universal navigation menu bar.
- Click on “Create” button present in the left navigation panel.
- Here, you can view “Campaign” field in “Additional Information” section as shown below:
- Now, the campaign can be added in two ways:
- Add Existing Campaign - Start typing in the field, as it will auto-populate the existing campaign names.
- Create a New Campaign - Click on “+” icon to create a new campaign.
- Add Existing Campaign - Start typing in the field, as it will auto-populate the existing campaign names.
- Fill in the details like “Name”, “Start/End Date” and “Description”.
- Click on “Create” button to create.
- You can view the created campaign, as shown in the image below:
- You can also view the created campaign in the Campaigns App as shown below:
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