1. Examples of Business Scenes
- Participate in the exhibition to promote the company's products and get a lot of customer attention and customer information.
- Purchase search keywords through search engines to gain customer attention and guide customers to purchase.
- Hold a promotion to attract more potential customers.
2. Detailed Introduction to Marketing Campaigns
2.1 Business Operations of Marketing Activities
2.1.1 Preset scenarios for marketing activities
- all:
- The owner is the current user or a subordinate of the current user
- Or related team members include the current user or the current user's subordinates
- Or configure the "Data Sharing" rule of the campaign in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee, the department the current employee belongs to, or the user group the current employee belongs to.
- or "My department's" data.
- I am in charge of: the person in charge is the current user
- I am involved in: the current user is included in the relevant team
- My subordinates are responsible for: the person in charge is a subordinate of the current user
- my subordinates participate in: the relevant team contains the subordinates of the current user
- Shared to me: Configure the "Data Sharing" rule of the campaign in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or The user group to which the current employee belongs.
- I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
Remarks:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.
2.1.2 Create a new market activity
Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope"*.
- manually created
- Entrance: [Market Events] list page
- Batch import of external data
- Realize data connection with third parties through API
- The Marketing Communication system supports the creation of new advertisements, events, live broadcasts, and conference-type marketing activities. For details, see [Channel Acquisition] (https://help.fxiaoke.com/2615/93d4/9188/18c0/1138);
2.1.3 Status change
- Business Description: As the activity progresses, adjust the status of the activity.
- Business operation conditions: [Status] is "planned", "in progress", "finished", "terminated"
- Employees or roles who can perform this operation are: the person in charge, the superior of the person in charge, the relevant team member with "read and write" permission, and the superior of the relevant team member, the party whose data is shared with "read and write" permission
- Business Operation Entrance: "Status" on the [Market Activity] details page.
2.1.4 Common business operations for marketing activities
- For common operations on the list page, see [Common Operations on the List Page] (https://help.fxiaoke.com/2615/3eab/856c/76b1)
- Add sales records, see Sales Records for details;
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see [Common Business Operations](https://help.fxiaoke.com/2615/3eab/ 856c/863a)
- Business operations combined with collaborative office, including forwarding, scheduling, reminders, calling, sending emails, etc. For details, see [Common Business Operations] (https://help.fxiaoke.com/2615/3eab/856c/863a)