Campaign
Overview
Campaign – Business Overview
Campaign is used to plan, manage, and evaluate sales and marketing initiatives. It helps businesses track how specific promotions, outreach efforts, or marketing activities perform by linking them to leads, quotations, and sales orders. The main goal of using a Campaign is to understand which efforts generate real business value and deliver the best return on investment (ROI).
Purpose in Business Operations
Campaign enables organizations to:
- Organize sales and marketing initiatives under a clear, identifiable name
- Track customer interest and sales activity generated by each initiative
- Measure the effectiveness of promotions, advertising, or outreach programs
- Make informed decisions about future marketing and sales investments
By grouping business activities under a Campaign, teams gain visibility into what is driving revenue and customer engagement.
Prerequisites and Setup Requirements
Before using Campaign effectively, the business should: - Have a defined sales or marketing strategy (such as email outreach, events, or seasonal promotions) - Be capturing leads, quotations, and sales orders consistently - Align sales and marketing teams on naming and using Campaigns in daily work
A Campaign should be created before starting the related sales or marketing activity so all resulting business transactions can be properly linked.
Typical Workflow and Business Process Fit
Create a Campaign
A Campaign is created for a specific initiative, such as a product launch, discount offer, or trade show.Use the Campaign in Daily Activities
Sales and marketing teams select the relevant Campaign when creating leads, quotations, or sales orders.Track Business Outcomes
As opportunities progress and deals are closed, the Campaign automatically builds a record of its impact.Evaluate Performance
Management reviews the results to assess revenue generated, customer response, and overall effectiveness.
Campaign fits naturally into sales planning, marketing execution, and performance review processes.
Key Business Scenarios Where Campaign Is Essential
- Measuring the success of marketing promotions or advertising efforts
- Tracking sales generated from trade shows, events, or roadshows
- Comparing multiple marketing initiatives to identify the most profitable ones
- Understanding customer response to seasonal or limited-time offers
In these scenarios, Campaign provides clarity on what works and what does not.
Important Considerations for Users
- Use clear and consistent naming for Campaigns to avoid confusion
- Ensure teams always select the correct Campaign when recording sales activity
- Review Campaign results regularly to support data-driven decisions
- Avoid creating too many similar Campaigns, which can dilute insights
When used consistently, Campaign becomes a powerful tool for improving sales effectiveness and maximizing marketing ROI.
Keep Track of Sales Campaigns. Keep track of Leads, Quotations, Sales Order etc from Campaigns to gauge Return on Investment.
Basic Information
- Module: CRM
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| campaign_name | Campaign Name | Data | ✓ | - | Unique name identifying the marketing campaign in Dafater |
| naming_series | Naming Series | Select | SAL-CAM-.YYYY.- | Defines automatic ID numbering pattern for campaigns in Dafater | |
| campaign_schedules | Campaign Schedules | Table | Campaign Email Schedule | Email schedules defining when campaign communications are sent | |
| description | Description | Text | - | Brief business overview explaining campaign objectives and scope |
Child Tables
Campaign Schedules (Campaign Email Schedule)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| email_template | Email Template | Link | ✓ | Email Template | Selected email content used for this campaign schedule |
| sendafterdays | Send After (days) | Int | ✓ | - | Number of days after campaign start to send email |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ | |||||
| Sales Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Delivery Note | Linked from | Stock |
| Email Campaign | Linked from | CRM |
| Lead | Linked from | CRM |
| Opportunity | Linked from | CRM |
| POS Invoice | Linked from | Accounts |
| POS Profile | Linked from | Accounts |
| Pricing Rule | Linked from | Accounts |
| Quotation | Linked from | Selling |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |