How to Manage Campaigns in Your CRM

Campaigns are structured, goal-driven efforts designed to drive engagement, generate leads, or achieve specific business objectives. With the CRM's campaign management panel, you can efficiently create, update, and monitor all your campaigns.

👣 Step-by-Step: Manage Your Campaigns

🔹 Step 1: Open the CRM Panel

From the side menu, click on the “CRM” option.

Open CRM panel screenshot

🔹 Step 2: Access Campaigns

Click on the “Campaigns” button within the CRM section.

Access campaigns screenshot

🔹 Step 3: Open the Campaign Panel

The campaign dashboard will now open, displaying all current campaigns.

Campaign dashboard screenshot

🔹 Step 4: Manage Campaigns

You can now:

  • Create a new campaign. Create screenshot
  • Edit an existing campaign. Edit screenshot
  • Delete campaigns that are no longer required. Delete screenshot
  • Duplicate campaigns that you want to reuse for another purpose. Duplicate screenshot
  • View reports for campaigns to analyze email performance such as sent, delivered, opens, and unopens. Report screenshot Report screenshot

💡 Tip:

Keep your campaigns clearly labeled and use tags or lists for better segmentation and tracking performance.