Marketing

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Function Overview

This document provides a basic operational guide for the marketing module in the CRM system, including creating new campaigns, list operations, and more.

Function Entry

Users can access the marketing management module by clicking on "Marketing Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Campaign

Create Marketing Campaign

1. Log in to the CRM system and enter the "Marketing Management" module.
2. Click the "Create New Campaign" button to enter the campaign creation page.
3. Fill in the campaign information, including name, target customer group, type, start and end dates.
4. Click "Save" to complete the campaign creation.

Configure Campaign Content

1. On the campaign details page, configure campaign content such as coupons, discount codes, etc.
2. Upload promotional materials or set up automated marketing emails.

Import and Export

Import Campaign Data

1. Select the "Import" function.
2. Prepare and upload the file containing campaign information.
3. Adjust the format as prompted.
4. Click the "Import" button to complete the data import.

Export Campaign Data

1. Select the "Export" function.
2. Choose the range of campaigns to export.
3. Click the "Export" button, and the system will generate a file.
4. Download and use the generated file.

List Operations

Modify Campaign Information

1. In the campaign list, find and click on the campaign to be modified.
2. Click the "Modify" button to update the campaign information.
3. Click "Save" to complete the modification.

Statistical Analysis

1. Select the "Statistical Analysis" function.
2. Choose the time range and metrics for analysis.
3. View statistical charts and data reports.
4. Export analysis results as needed.

Notes

• Data Accuracy: Ensure that the imported data file format is correct to avoid data loss or errors.
• Permission Management: Be aware of the differences in permissions among users to ensure sufficient operational permissions.
• Technical Support: If issues arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to create a new marketing campaign?
A: Select "Create New Campaign" in the "Marketing Management" module and fill in the information.

Q: How to import campaign data?
A: Use the "Import" function, upload the file, and adjust the fields before importing.

Q: How to export campaign information?
A: Select the "Export" function, choose the range, and then export.

Q: How to update campaign information?
A: Select the campaign in the campaign list, click "Modify" to update.

Q: How to perform campaign statistical analysis?
A: Select the "Statistical Analysis" function, choose the time range and metrics, and then view the results.