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The Sales Campaigns window lists all of the sales campaigns added to Clients & Profits, and provides easy-to-use pop-up lists of current follow-ups to create new ones.

Using campaigns--instead of random follow-ups--will give your sales efforts a predetermined strategy for better, more effective, results. Using a mix of letters, e-mail, and personal calls interspersed over a period of time, sales campaigns can be set up to keep your agency in front of clients for maximum exposure.



You can add as many sales campaigns as you like, each with it’s own mix of follow-ups. When a sales campaign is added for a client contact, the client will be mailed or e-mailed the assigned follow-up on the appropriate date, and call scripts can be printed for distribution. With online approval and effective dates, there’s no danger of using a campaign that isn’t ready or is past its prime.

The campaign name is the main identifier for the campaign, so make it meaningful. When scheduling campaigns for client contacts, the campaign description appears when the name is chosen so that you are sure to choose the correct one. The campaign actions, which can be any combination of letters, e-mails, or phone calls, are chosen from your already-added follow-ups. The follow-ups are sent in the order of days after scheduling, so make sure the days are entered in a progressively larger sequence.

Click the previous and next toolbar buttons to scroll through the campaigns you’ve added. Successful campaigns can also be cloned to make quick work of adding new ones, then fine-tuned as needed.

To add a new sales campaign

1 Click on the add button (or choose Edit > Add Sales Campaign).

2 Enter a name for this sales campaign.

A descriptive name such as Web Services - Hot Leads will easily identify a campaign when it is scheduled later.

3 Enter the campaign's description.

The description would explain what type of client the campaign is designed for or a generalization of the follow-ups or any special instructions or cautions. When scheduling a campaign, the description will appear underneath the campaign name so you can be sure that you are scheduling the correct one.

4 Enter the campaign's effective dates.

These dates provide a reference as to when the campaign should be used (or not used).

5 Enter the campaign’s actions.

Choose which kind of follow-up to schedule (call, letter, or e-mail) from the pop-up list, then choose the specific follow-up piece from the Letter/E-mail/Script pop-up. When entering the days, calculate them as how many days after the initial follow-up occurs (e.g., 7, 14, 21; not 7, 7, 7). When the campaign follow-ups are generated each morning, the sales follow-up will be sent or printed accordingly.

6 Click Save to save this new sales campaign.

To edit an existing sales campaign

1 Choose a campaign to edit from the list of campaigns on the left.

2 Click on the edit toolbar button, and begin editing.

3 When your changes have been made, click Save.

The changes do not affect previously scheduled follow-ups, only those scheduled after the edit are affected.

To clone an existing sales campaign

1 Find the campaign that you wish to clone, then click on the clone button.

The description and follow-ups are cloned, as well as the approval and effective dates.

2 Enter the new campaign's name, as well as any other changes.

3 Click Save.

Follow-ups scheduled using the original campaign are not affected by cloning.