Campaigns
Topics
Use this checklist to assist you in 'best practice' when creating Campaigns.
This guide will show you how to add and remove a users access to a campaign's results so that they will see (or no longer see) and receive notifications for a campaign.
Campaigns can be used to identify your high spending customers who have not spent anything so far this month. Creating campaigns can only be done by Power Users, but they can be set up to be viewable by other users as well.
All users can use sales-i to access a list of your top spending accounts via the Enquiries tab. Power Users also have the ability to narrow this down to the top 50 (or custom number) accounts companywide via Campaigns.
Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Campaign.
You can use the Campaigns feature in sales-i to locate your prospects on a map, powered by Google Maps. This can be beneficial when planning visits to see if there are any other customers near to your planned visit.
You can use the Campaigns feature in sales-i to locate your prospects on a map, powered by Google Maps. This can be beneficial when planning visits to see if there are any other prospects in the area that you could see.
This guide will show you how to create a campaign that will enable you to quickly identify what customers have not made a purchase with you over the last 6 months.
This guide will show you how to use sales-i’s Campaigns features to find which customers’ spend shrunk by 10% or more over the last 3 months. Please note: Campaigns can only be created by power users. However, anyone with access can run the results.