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From the previous presentation, you have had a general idea of the four kinds of Tickets in ERP5 CRM and their workflows. In the following tutorials we will use the VIFIB example to explain how to process the Ticket for a marketing campaign, including the management of the related Events.
In this tutorial you will first learn how to create campaigns with ERP5 CRM, how to edit them and how to open them.
VIFIB director Mr Smets plans to launch a marketing campaign aims to increasing the product awareness of SlapOS the new operation system of VIFIB, in the way of hiring software developers. The main interactions of this campaign is to send mail messages to contacts (customers) of VIFIB, and these emails would be the Related Events
. So they would be listed in the detail page of this Ticket.
is "Beta Developer Program", the
is Campaign, the
is XU Jingjing, the
is 10 Days, the
is 12/01/2011, the
From the previous introduction of Events and Tickets, we know that a campaign in ERP5 CRM is a Ticket. The principle of a ticket is to gather one or more events in the same place, offering a good follow up for them.
In our VIFIB example, the operations manager XU Jingjing created the Campaign Ticket
the "Beta Developer Program" (the right side screen shot) for the VIFIB marketing campaign. In the detail page of this ticket we can see it gathers all the
, including reply emails (the left side screen shot) from the contacts and other related documents.
In order to create a campaign, click on the "New" tab of your ERP5 instance Home Page and click on “Campaign” in the CRM Area.
A new Campaign ticket has been created, and can now be edited in the campaign creation page. Here are the Three different areas of a campaign ticket:
The red zone gathers the tabs that will help you access the entire information about the campaign.
The blue zone is the editable zone of the campaign, in which you can enter and modify information.
The yellow zone gathers the related events and documents stored in a campaign.
Please note that in order for an event to be stored in a campaign, the "Follow up" of this event must be the title of the Campaign.
Here are the different zones of the editable area of a campaign.
1.First, the red zone gathers the information about the Client, eg, the company/person who requested the campaign to be done. It can be either yourself or a client.
2.The blue Zone (A) gathers the information about the persons/organisation who will manage the
campaign, eg, who will be paid for it. We could say that this is the supplier of the campaign. The blue Zone (B) helps you put who will be the operators of the campaign.
3.Finally, the yellow Zone gathers information about the opening and closing dates, the campaign duration and the costs.
In our VIFIB example, we fill in the zones with the information needed as you can see in the above screen shot.
In order to open a campaign, open first the “Action” Item List, and Choose “Open”. Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.
In this step, you can add comments. When you are done, validate the Ticket by clicking the “Validate” button.
As you see on the image, the state of the campaign is now Open.