1. Business Use Case Examples

• Attend an Exhibition to promote company Products and capture a large number of Account interests and contact information.
• Purchase search keywords via search engines to attract Account attention and drive purchases.
• Run a Promotion to generate more potential Leads.

2. Campaign Details

2.1 Campaign Business Operations

2.1.1 Predefined Campaign Views

• All:
  • The Owner is the current user or the current user’s subordinate
  • Or the Related Teams include the current user or the current user’s subordinate
  • Or the Campaign’s data-sharing rule in Data Permission Management shares records owned by the Owner or the Owner’s Dept. with the current employee, the current employee’s Dept., or the current employee’s user group
  • Or data classified as My Responsible Departments

• My Responsibilities: Owner is the current user

• Participated by Me: Related Teams include the current user

• Responsible by My Subordinates: Owner is the current user’s subordinate

• My Subordinates Participated: Related Teams include the current user’s subordinate

• Shared With Me: The Campaign’s data-sharing rule in Data Permission Management shares records owned by the Owner or the Owner’s Dept. with the current employee, the current employee’s Dept., or the current employee’s user group

• My Responsible Departments:
  • The current user is the head of their primary Dept.
  • At the same time, the Related Team members’ primary Dept. is that Dept.
  • Note: Whether a responsible Dept. includes all subordinate data is determined by CRM Management → Rule Settings → Basic Settings → Upper-level Visible Data Range.

Note: - CRM Administrators can view all data. - Records with status “Voided” are visible only to CRM Administrators; all other users cannot see them.

2.1.2 Create a New Campaign

Note: Whether a responsible Dept. includes all subordinate data is determined by CRM Management → Rule Settings → Basic Settings → Upper-level Visible Data Range.

• Manual creation
  • Entry point: Campaign list page
• Bulk import from external data
• Integrate via API with third-party systems
• The ShareMarketing system supports creating Campaigns of type Promo, Live, Conference, and Advertisement. See Channel Customer Acquisition: https://help.fxiaoke.com/2615/93d4/9188/18c0/1138

2.1.3 Status Changes

• Business description: Adjust the Campaign’s status as it progresses.
• Preconditions: Status can be set to Planned, In Progress, Completed, or Terminated.
• Who can perform this operation: Owner, Owner’s manager, Related Team members with Read-Write permission and their managers, and users who have been granted data sharing with Read-Write permission.
• Operation entry point: Status field on the Campaign detail page.

2.1.4 Common Campaign Operations

• Common list-page operations — see List Page Common Operations: https://help.fxiaoke.com/2615/3eab/856c/76b1
• Add Sales Records — see Sales Records: https://help.fxiaoke.com/2615/3eab/856c/4bc2
• Common actions such as change Owner, add Related Team members, print, import, export, edit, void, delete — see Common Actions: https://help.fxiaoke.com/2615/3eab/856c/863a
• Collaboration-related actions such as forward, Calendar, reminders, make calls, send emails — see Common Actions: https://help.fxiaoke.com/2615/3eab/856c/863a

3. Campaign-Related Resources

• Leads: https://help.fxiaoke.com/2615/1968/9697/dd70
• Sales Records: https://help.fxiaoke.com/2615/3eab/856c/4bc2