Executive - Pipeline

Campaigns (SalesLink - Executive)

An overview of the Campaigns screen in SalesLink - Executive.

Quick Reference

  • The Campaigns screen in SalesLink - Executive allows you to review, create, and manage past, current, and future sales initiatives. To access this page, select Pipeline → Campaigns from the top menu.
  • Use the drop-down in the top-left corner of the screen to toggle between viewing past, current, and future campaigns.
  • Click the “Add” button in the top-right corner of the campaign list to create a new campaign.
  • Click the “View” button next to a campaign in the list to view and edit its details.
    • The “Campaign Effectiveness” panel in the top-right corner of the screen indicates how many customers are in each stage of the sales funnel. Click on a stage to view the list of customers in that stage.
    • Click the “New” button to the right of the Attachments panel to add an attachment to the campaign.
    • Use the “Target Accounts” and “Target Equipment” tabs to toggle between customer-centric and equipment-centric views of the customers currently being targeted by the campaign.
      • Click on a customer’s number to open their details page.
      • Click the “Add Activity” or “Add Lead” buttons to the right of a customer or piece of equipment to add a new activity or lead to that customer.
      • Click the checkbox to the right of a customer or piece of equipment’s row to select it, then use the Add Batch Activities, Add Batch Leads, or Remove Selected buttons to edit items in bulk.
      • Use the “Import Customers” or “Import Prospects” buttons to import customers or prospects to the campaign.
      • Click the “Remove” button next to a customer or piece of equipment to remove it from the campaign.

Introduction

The Campaigns screen in SalesLink - Executive allows you to review, create, and manage past, current, and future sales initiatives. To access this page, select Pipeline → Campaigns from the top menu.

Campaigns

  1. History / Current / Future Campaigns Selector
    Use this drop-down to toggle between viewing past, current, and future campaigns. Selecting a new option from this list will refresh the campaign list. Whether a campaign is considered a past, current, or future campaign is determined by its start and end dates:
    1. If Campaign End Date < Current Date, it is a past campaign.
    2. If Campaign Start Date < Current Date < Campaign End Date, it is a current campaign.
    3. If Current Date < Campaign Start Date, it is a future campaign.
  2. Export Button
    Click to export the current contents of the campaign list as a Microsoft Excel (.xls) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.
  3. Campaign List
    SalesLink campaigns are listed here.
  4. Add Button
    Click to create a new campaign. See “Add New Campaign” for more information.
  5. View Button
    Click to view and edit an existing campaign. See “Campaign Details” for more information.

Campaign List - Columns

The campaign list table comprises the following columns:

  • Name: The campaign’s name.
  • Description: A brief description of the campaign.
  • Division(s): The division(s) to which the campaign applies.
  • Start Date: The campaign’s start date. If this is in the future, the campaign will be considered a future campaign.
  • End Date: The campaign’s end date. If this is in the past, the campaign will be considered an historic campaign.
  • Owner: The campaign’s current owner. 
  • Created By: The user who created the campaign.
  • Created On: The date on which the campaign was created.
  • Total Accounts: The number of customer accounts currently being targeted by this campaign.

Add New Campaign

Click the “Add” button in the top-right corner of the campaign list to create a new campaign. Fill out the details for your campaign, including a minimum a name, start and end dates, and at least one opportunity type and division, then click the “Save Campaign” button in the top-right corner of the screen to create it.

  1. Campaign List Button
    Click to return to the campaign list.
  2. Save Campaign Button
    Click to create your campaign.
  3. Campaign Name
    The campaign’s name.
  4. Description
    The campaign’s description.
  5. Targeted Market
    A brief description of the target market for the campaign.
  6. # of Targeted Customers
    The estimated number of customers that will be targeted by the campaign.
  7. Est. Revenue
    The estimated revenue generated by the campaign.
  8. Est. GP
    The campaign’s estimated gross profit.
  9. Total Cost
    The estimated cost of running the campaign.
  10. OEM Participation
    Use to indicate the type of OEM involvement in the campaign, if any.
  11. Start Date
    The campaign’s start date.
  12. End Date
    The campaign’s end date.
  13. Owner
    Click the search icon to search for and select a SalesLink user to designate as the campaign’s owner.
  14. Excluded from Opportunity/Lead
  15. Excluded from Activities
  16. Opportunity Types
    Use to select which opportunity types this campaign applies to. At least one opportunity type must be selected.
  17. Divisions
    Use to select which divisions this campaign applies to. At least one division must be selected.

Campaign Details

Click the “View” button to the right of an existing campaign to open the Campaign Details screen. This screen allows you to view and edit detailed information about the campaign.

  1. Campaign List Button
    Click to return to the campaign list.
  2. Save Campaign Button
    Click to save your changes to the current campaign.
  3. Delete Campaign Button
    Click to delete the current campaign.
  4. Campaign Details Panel
    This panel contains basic information about the campaign. For a breakdown of the fields in this panel, see “Add New Campaign”.
  5. Campaign Effectiveness Panel
    This panel contains a summary of the customer accounts being targeted by this campaign, including the number of customers in each stage of the sales funnel.
    1. Campaign Stage
      Click on a campaign stage to view the list of customers in that stage.
  6. Attachments Panel
    This panel allows you to add attachments to the campaign.
    1. New Attachment Button
      Click to upload a new attachment.
    2. Attachment
      Click on an attachment’s name to download a copy.
    3. Edit Attachment
      Click to change an attachment’s description.
    4. Delete Attachment
      Click to remove an attachment from the campaign.
  7. Target Accounts Panel
    This panel contains the list of customer accounts targeted by this campaign. 
    1. Add Batch Activities
      Select one or more customer accounts using the checkboxes to the right of the customer list (m), then click this button to add an activity to the selected accounts. This will open the Add Batch Activities utility. Fill out the information for your activity, including at minimum a Subject, Owner, and Date/Time, then click “Save Activity” to finalize creation.
    2. Add Batch Leads
      Select one or more customer accounts using the checkboxes to the right of the customer list (m), then click this button to add a lead to the selected accounts. This will open the Add Batch Leads utility. Fill out the information for your lead, including at minimum a Description, Division, and Type, then click “Create Leads” to finalize creation.
    3. Import Customers
      Click to import customers to the campaign. This will open the Import Customers utility. Select a customer file, then click “Load” to load customers. Click the “Import Customer List Template” button in the top-right corner of the screen to download a template file for importing customers.
    4. Import Prospects
      Click to open the Prospect Sources page.
    5. Search Existing Accounts
      Click to open the Advanced Search page. After running a search, select one or more customers then click the “Save to Campaign” button in the top-left corner of the search results to add the selected customers to the campaign.
    6. Remove All
      Click to remove all customers from the campaign.
    7. Export to Excel
      Click to download the campaign customer list as an Excel (.xls) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file might be automatically downloaded to your Downloads folder.
    8. Open Marketing Integrator
      Click to open the Marketing Integrator.
    9. Customer Number
      Click on a customer’s number to open their Customer Information page.
    10. Remove Selected
      After selecting one or more customers using the checkboxes to the right of the customer list (m), click to remove the selected customers from the campaign.
    11. Add Activity
      Click to add a new activity to the customer.
    12. Add Lead
      Click to add a new lead to the customer.
    13. Select Customer/Equipment
      Click the checkbox to the right of a customer’s row to select it. After selecting one or more customers, you can use the Add Batch Activities (a), Add Batch Leads (b), or Remove Selected (l) buttons to edit customers in bulk.
    14. Remove Customer
      Click to remove the customer from the campaign.
  8. Target Equipment Panel
    Select the Target Equipment tab to replace the Target Accounts panel with an alternative,  equipment-centric view of the customers and equipment included in the campaign.
    1. Import Equipment
      Click to import equipment to the campaign. This will open the Import Equipment utility. Select an equipment file, then click “Load” to load equipment. Click the “Import Equipment List Template” button in the top-right corner of the screen to download a template file for importing equipment.
    2. Search Existing Equipment
      Click to open the Advanced Search page. After running a search, select one or more pieces of equipment, then click the “Save to Campaign” button in the top-left corner of the search results to add the selected equipment to the campaign.