Quick Campaign Configuration
- William Camargo (Unlicensed)
- Susanna Romanelli (Unlicensed)
What the Quick Campaign Configuration section is about?
The Quick Campaign Configuration section is for users to create a new campaign at ease, but setting up just the main necessary details to launch the new offer. This section has been created with the idea to ease and expedite the process of building a new campaign, and so this is the major difference from the campaign creation tool in the Settings section.
Where is the Quick Campaign Configuration section located?
To find this section, follow the below steps.
Log into CRM and go to the left-side menu
Scroll down and click on the Campaign Management
Then click on Quick Campaign Configuration.
Otherwise:
Log into CRM and go to the left-side menu
Scroll down and click on the Campaign Management
Then click on Settings
+ Quick Campaign button
How to configure a Campaign in the Quick Campaign Configuration page
To create a campaign using the Quick Configuration, just set up the below details.
Product Sale Type: by clicking on it, users should select one of the options on the drop-down menu, such as Continuity, Hard Sales, and Instalments.
Product Sales Model: by clicking on it, users should select one of the options on the drop-down menu, which needs to be previously configured in the Sales Models section.
Product global currency code
Product minimum stock limit
Product Type: by clicking on it, users should select one of the options on the drop-down menu, for example, Audio File, Beauty, Coupon, Cream, Ebooks, etc. Those options need to be previously configured in the Products section>Product Feature Types.
Product Category: by clicking on it, users should select one of the options on the drop-down menu, for example, Mobile, Standard, Skin Care, etc. Those options need to be previously configured in the Products section>Product Categories.
Ticket Mail Box: by clicking on it, users should select one of the options on the drop-down menu. Those options need to be previously configured in the Mailboxes section>Ticket Mailboxes.
Product Price Formula: by clicking on it, users should select one of the options on the drop-down menu. Those options need to be previously configured in the Prices section>Formulas.
Country Settings:
Payment Providers:
Once done, just click on the Save button.