Campaign – Uniconta

Campaign is used when a campaign is desired to be made across debtors and topics. In this example, a campaign has been created to send sales letters via email.

Video about campaigns

This video shows how to create follow-up activities and campaigns: Campaigns and follow-up in CRM

Creating a campaign

Select CRM/Campaign
Select the Create campaign button on the ribbon
Give the campaign a name and fill in the Notes field if needed
Select campaign group (Read more about campaign groups here)
Assign an employee (Read more about employees here)
Select a start date
Choose the campaign status (predefined by Uniconta)
Select campaign type (communication channel)
Select an end date
Select the Save button on the ribbon and you can generate email lists etc. from the buttons on the ribbon in the campaign overview. Read more about email lists here. You can also create follow-ups on customers and issues. These can be seen on the individual debtors and Subjects as well as on the follow-up lists. Read more here.