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New to ACT question on Campaign Management

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New to ACT question on Campaign Management

I have been working on all types of CRM platforms for the last 5-6 years. Each program utilized had a feature that tracked campaigns. Working for a new organization that utilizes ACT, I notice that there is no feature for campaign mgmt. I'm very new to the program, I have the basics down at the moment, but can someone help me figure out a game plan to tracking tradeshows or email/mail blast? I need to keep track of actual costs of Campaigns and the ROI. 

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Accepted by topic author LCHRISTOFF
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: New to ACT question on Campaign Management

I usually create two custom fields called something like "Promotion" and "Promotion Responded". I then create a single drop-down list called "Promotion" and link both fields to the same list as a multi-select drop-down.

 

So, if we are doing an email shot for example, the first step is to add the name of the specific campaign to the drop-down, such as "Xmas Special Offer Email".

 

Next I lookup all the contacts who are to receive the promotion and make sure they all have "Xmas Special Offer Email" in the "Promotion" field.  You can do this one by one, or in bulk from Edit > Replace Field.  We've now flagged the people who are to receive the promotion.

 

The promotion is sent / trade-show happens.

 

When people respond to the promotion I check "Xmas Special Offer Email" or whatever in the Promotion Responded field.

 

I can now easily look up all the people who received a specific promotion and all those who responded to it.

 

(If you are doing a significant amount of email promotions I would recommend using SwiftPage which gives advanced control and reporting on campaigns).

 

If you create an Opportunity from one of the respondents remember to fill in the Referred by filed in the Opportunity Info tab - you can then relate specific promotions to subsequent sales.

 

Jeff

 

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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Solution
Accepted by topic author LCHRISTOFF
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: New to ACT question on Campaign Management

I usually create two custom fields called something like "Promotion" and "Promotion Responded". I then create a single drop-down list called "Promotion" and link both fields to the same list as a multi-select drop-down.

 

So, if we are doing an email shot for example, the first step is to add the name of the specific campaign to the drop-down, such as "Xmas Special Offer Email".

 

Next I lookup all the contacts who are to receive the promotion and make sure they all have "Xmas Special Offer Email" in the "Promotion" field.  You can do this one by one, or in bulk from Edit > Replace Field.  We've now flagged the people who are to receive the promotion.

 

The promotion is sent / trade-show happens.

 

When people respond to the promotion I check "Xmas Special Offer Email" or whatever in the Promotion Responded field.

 

I can now easily look up all the people who received a specific promotion and all those who responded to it.

 

(If you are doing a significant amount of email promotions I would recommend using SwiftPage which gives advanced control and reporting on campaigns).

 

If you create an Opportunity from one of the respondents remember to fill in the Referred by filed in the Opportunity Info tab - you can then relate specific promotions to subsequent sales.

 

Jeff

 

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk