Marketing Creatio
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

The [Campaigns] section

The Campaigns section in Creatio is used to plan and conduct marketing campaigns. Inform customers about your upcoming events, invite participants, get in touch with the contacts who are interested in your products and nurture your customer needs using personalized email correspondence.

To create a marketing campaign:

1.Identify the goal, the target audience and the communication chain with potential or existing customers.

2.Create a new campaign in the Campaigns section. Create a campaign diagram using the campaign designer elements.

3.Create records (trigger emails, events and landing pages) that you plan to include in the campaign. Connect the campaign diagram elements to records in the corresponding sections.

4.Start the campaign and follow its progress in the campaign log. Creatio manages the status of campaign participants by analyzing their responses.

5.Once the campaign is finished, view the dashboards to see if your campaign reached its goal.

Contents

Campaign page

General campaign settings

Transitions between campaign elements

Campaign elements

Campaign log

Campaign FAQ

Did you find this information useful?

How can we improve it?