Marketing Automation

CRM Resources >> User Guide >> Marketing Automation

As part of the marketing automation, eZnet CRM provides Campaign management, which is useful for integrating your organization’s sales and marketing activities.
With eZnet CRM campaign management features, you can effectively plan marketing expenses and improve the quality of the lead generation process. Campaign management integrates leads and opportunities to help your organization measure campaign performance and effectiveness.


Plan, execute and monitor the performance of marketing activities with the CAMPAIGN function in eZnet CRM.

Create Campaign

Campaign is the promotion or marketing of the products and services that your business offers. Managing a Campaign in this module is the hub for adding campaigns for all modules, namely: Lead, Quote and Opportunity.

Add Campaign

Create a new Campaign in CRM using the given fields indicated by asterisks in the Standard Fields.

edit campaign details

Add Campaign to Lead, Quote & Opportunity

You can add a campaign to a Lead, Quote or Opportunity module by following the details of each module.

You can also choose an existing campaign and apply it to your Lead, Quote or Opportunity.

 Only previous added campaigns in the Campaign module are available for selection.

When you have chosen the Campaign for a Lead, Quote or Opportunity, immediately it uploads to the respective modules, as seen below.

manage campaign details

Campaign Documents

Any supplemental documents associated with a specific campaign can be uploaded in the Campaign module. On the right of the CRM screen you should notice a menu column as seen below:

no records found

Select “Document” and the screen above should appear, with the option to upload documents related to the chosen campaign.
In this next screen, you can name, assign, upload and add a description to the document you wish to upload.

upload campaign documents

If the upload is successful, you will receive a notice. A document ID will be created and you will have the option to download or delete the document.

 Only the following file types are supported in eZnet CRM document pdf, doc, docx, ppt, pptx, xls, xlsx, rtf and txt.

Many leads may be associated to a single campaign, you may have included some existing leads to take part in a particular campaign. In such cases, it is necessary that you keep track of all the leads as a result of the campaign. Using the Campaigns module, you can store all the necessary details in a well-organized manner, for future reference.

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