Campaign

Users can create marketing campaigns within the ERP system. This includes defining campaign parameters such as campaign name, start and end dates, target market segments, and messaging.

Dashboard:

Steps:

• Go to the Dashboard of Bizsuite ERP .
• Click on Marketing Module.
  
• Click on Campaign.
  
• Campaign module will be shown as below :
  
  
  

  Campaigns Tab :

  When you click on the Campaign module, a list of campaigns appears in the Campaigns tab:
  
  
  
• In Campaigns tab,new Campaigns can be created by clicking on "+ Create Campaign" button.
• The “Add Campaign” form will be popped up as shown below :
  
  
  
• Enter the details in the Add Campaign form such as:
  Campaign Name : Enter the name of the campaign.
  Segment : Enter the segment name.
  Engine : Select the engine.
  Template : Select the Template.
  Start Date : Enter the start date of the campaign.
  End Date : Enter the end date of the campaign.
  Subject : Enter the subject name.
  Description : Enter the description of the campaign.
  Submit button : Submit button to save the created campaign.
  Cancel button : Cancel button to close the form.
  
  
• Click on "Run Campaign" button to run all the active campaigns.
• To view the added campaign, click on "View Campaign" icon.
• To edit the added campaign, click on "Edit Campaign" icon.
• To start the added campaign, click on "Start Campaign" icon.
• To clone the added campaign, click on "Clone Campaign" icon.
  
  

  Audience Tab:

  Once you click on the Campaign module, you will see the Campaigns tab displaying the list of campaigns on your screen as follows :
  
  
  
• To add new Segment, Click on "+ Segment " button.
• A Pop up to add new segment will be shown as follows :
  
  
  
• Click on "Import CSV" button to Import bulk contacts in Segments.
• A Pop up to Import Contacts will be Shown on your screen as follows:
  
  
  
• Click on "Import From Profile" button to import contacts from profile.
• A Pop up showing the contacts list will be shown on your screen.
• Select the contacts you want to add and click on "Add In Audience" button to add the contacts.
  
• Added contacts will be displayed in the Audience List.
• Select the contacts from the audience list you want to add to the segment / Remove from the segment.
  
  To Add Contacts to the Segment:
• Once you Click on "Add to Segment" button, A segment List drop down will be popped up on your screen.
• Select the Segment in which you want to add your contacts, then click on "Submit" button.
  
  To Remove Contacts from the Segment:
• Similarly, if you want to remove contacts from Segment, select the contacts and Click on "Remove From Segment" button.
• Select the Segment from the drop down from which you want to remove the contacts, then click on "Submit" button.
  
• If you want to view the contacts of a specific segment, simply click on the segment name and the corresponding contact list will appear:
  
  
  

  Templates Tab:

  Within the Templates tab, it is possible to generate fresh templates for Engines.
  
  
  To Create New Template :

• Click on "+ Template" button.
  

• Then a pop up for creating New Template will be displayed.
  

• Make sure to follow the proper format for adding a new template. The correct format is "Engine Name.Template Name".
  
  
• The template can be accessed by clicking on it in the respective engine folder.
• The template that you have selected will be loaded in the template tab.
  

• In the About tab, you can view the properties and other information related to the selected template.
  

• Transform the template of your choosing with ease by accessing the editor tab.