Campaigns and Marketing Activities

Aurea CRM supports you in planning, executing and monitoring marketing campaigns.

A campaign consists of one or more marketing activities. Campaigns target customers and interests based on information accumulated by sales, service and marketing employees.

You can:

  • Define customer-specific marketing activities (e.g. telephone surveys or mailings).
  • Determine the responsible rep (e.g. telemarketing agent, account manager).
  • Define the available responses from the target group
  • Edit the generated target group
  • Generate and edit activities, marketing objectives or mailings
  • Generate mass mailings and faxes
  • Send SMS and e-mails
  • Trigger follow-up marketing activities automatically based on responses
  • Monitor the results
Note: If you are porting campaign templates between development and production systems, ensure that the field numbers 4 and 15 in the Activity Execution (AD) record are empty. If they are not empty, then after porting, manually update field number 5, else the execution of marketing activities fails.