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en:vtmarketingdashboard [2019/06/03 22:49]
joebordes [Use Cases]
en:vtmarketingdashboard [2019/06/03 22:51] (current)
joebordes [Campaign Management]
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 ===== Campaign Management ===== ===== Campaign Management =====
  
-In this tab we will be able to **search-select-process** our campaigns.+In this tabwe will be able to **search-select-process** our campaigns.
  
-In the first section of the extension we find a set of different options to segment our clients and prospects. We can **search** for Leads, Contacts, Accounts, Messages, Tasks and Potentials. In each of these we have different options to search upon. For example, the contact section can be seen in the image below and it permits us to search on a large combination of options like:+In the first section of the extensionwe find a set of different options to segment our clients and prospects. We can **search** for Leads, Contacts, Accounts, Messages, Tasksand Potentials. In each of thesewe have different options to search upon. For example, the contact section can be seen in the image below and it permits us to search on a large combination of options like:
   * contacts related to a given account and/or campaign   * contacts related to a given account and/or campaign
   * contacts related to accounts contained in a filter   * contacts related to accounts contained in a filter
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 {{ :​en:​vtmkt:​vtmkt_searchctos.png?​direct&​800 |}} {{ :​en:​vtmkt:​vtmkt_searchctos.png?​direct&​800 |}}
  
-In a similar manner we can search ​on all the other entities.+In a similar mannerwe can search ​in all the other entities.
  
-Also searches are accumulative,​ in the sense that for every search tab which is left open, values will be looked up and mixed in the result grid below, permitting advanced combination of operations.+Alsosearches are accumulative,​ in the sense that for every search tab which is left open, values will be looked up and mixed in the result grid below, permitting ​an advanced combination of operations.
  
-Once we have found the set of records we want to work with, we move on to the next section where we are greeted with a grid containing all the information we have found in our search. In this grid we will be able to filter further and **select** all the records which we really want to work with.+Once we have found the set of records we want to work with, we move on to the next section where we are greeted with a grid containing all the information we have found in our search. In this gridwe will be able to filter further and **select** all the records which we really want to work with.
  
 {{ :​en:​vtmkt:​vtmkt_selectctos.png?​direct&​800 |}} {{ :​en:​vtmkt:​vtmkt_selectctos.png?​direct&​800 |}}
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 {{ :​en:​vtmkt:​vtmkt_processctos.png?​direct&​800 |}} {{ :​en:​vtmkt:​vtmkt_processctos.png?​direct&​800 |}}
  
-The general parameters define the reference text, date, campaign and user assigned to the new entities we will be creating in each process section. For example, in the first **Message** section we will be able to select an email template and massively send emails to all the selected contacts. In the **Tasks** section we would be able to program calls or visits for the contacts and assign them a date and sales person ​as well as there initial status. We can also create business **opportunities** to do the follow up of the campaigns and link back in to standard vtiger CRM features through the Opportunity module. Finally the last section will permit us to accomplish one of the most demanded features in vtiger CRM forums: **massively link** many contacts who have been filtered based on conditions from the account to a campaign.+The general parameters define the reference text, date, campaign and user assigned to the new entities we will be creating in each process section. For example, in the first **Message** section we will be able to select an email template and massively send emails to all the selected contacts. In the **Tasks** sectionwe would be able to program calls or visits for the contacts and assign them a date and salesperson ​as well as there initial status. We can also create business **opportunities** to do the follow up of the campaigns and link back into standard vtiger CRM features through the Opportunity module. Finallythe last section will permit us to accomplish one of the most demanded features in vtiger CRM forums: **massively link** many contacts who have been filtered based on conditions from the account to a campaign.
  
 ==== Use Cases ==== ==== Use Cases ====