Knowledge Base


Joforce CRM lets you run the mass email marketing campaign with the selected list of Leads, Contacts, Organizations, and Deals.

Create a new campaign #

You can create a new campaign in 2 different ways,

  • Quick Create
    • Click on the + Quick Create button in the top Quick Actions Bar, you can access this anywhere in Joforce CRM
    • Choose Campaign from the drop-down
    • In the Quick Create Campaign popup, add the related information
    • Once done, hit Save

    • You can also access the complete Campaign Form right from here by clicking on Go to full form.
  • Adding Campaign info Manually
    • Click on + Add Campaign

    • Provide the necessary details
    • Click on Save

Default Campaign views #

By default, Joforce CRM offers you a list of fields to add information related to your Campaign. The below image gives a list of the default fields in Joforce CRM.



However, you can also add custom fields to know more about your prospects.

Execute the campaign #

You can run the campaign to a selected list of Leads, Contacts, Deals, and Organizations. To do so,

  • Navigate to the detailed view of the desired campaign.
  • Click on the desired icon to add the related Contacts or Leads or organizations or Deals.
  • Click on the Select option to choose from the existing list else click on the + Add option to add a new one other than the existing
  • Once your list gets finalized, click on the Send email option, and in the Compose email overlay, Choose your Campaign Template and then send it to your customers.
  • You can also automate the campaign, via Workflow.


Managing Campaign records #

Common actions performed on the module

  • Click on a List text box at the top → click on Create New option beside the LISTS to create custom filters.
  • Click on Import → To import campaign records into Joforce CRM
  • Click on More and choose the necessary action
    • Campaigns Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
    • Campaign Workflows → To add workflows related to your Task and Events.
    • Picklists Values → To modify the picklist values
    • Campaign Numbering. → To create custom numbering for records


Action performed in the list view

  • Click on the Search icon in the right corner → To search for records in that module
  • Click on the Box icon in the right corner→ To alter the header menu

  • Double click on the table menu → To sort the menu.
  • Multiple records – Bulk actions → Select the desired records → click on the drop-down menu
    • Delete→ To Delete the selected records(bulk deletion)
    • Edit icon → To edit the selected records on the whole (Mass Edit)
  • Action taken on a single record → Click on the drop-down menu in the right corner of each record
    • Details → Navigate to the detailed view of the record
    • Edit → To edit the record
    • Delete → To delete the selected record


Action performed in the detail view

  • Click on Add Tag → To add tag

  • Click on Follow → To keep track of the record
  • Click on Edit → To edit a campaign info
  • Click on More
    • Delete → To delete the record information
    • Duplicate → To replicate the already existing record to create a new one.


View/ addition of other module records related to the particular campaign #

You can easily view/ add the other module records related to a specific campaign.

  • Go to the detailed view of the particular record
  • Click on the appropriate module icon. It displays all the related records.
  • You can also relate a new record either
    • By selecting from the already existing records
    • By adding a new record to that module

The list of modules included are

  • Contacts, Organisation, Deals, Leads, and Activities.