Creating Opportunities Using Opportunity Campaigns

Using an Opportunity Campaign you can create a new Sales Opportunity for your sales team whenever a membership is about to expire. For example, if you use an Always On Campaign to send out a Membership renewal email 30 days before the Membership expires, you can then also set up an Opportunity Campaign to automatically create opportunities for guests whose Memberships are about to expire so that you can track follow ups. This ensures that someone follows-up on the Membership renewal, in addition to sending out an email message telling the guest that their Membership is about to expire.

Prerequisite: This article assumes that you have created a Target Segment.

To create an Opportunity Campaign:

1. Ensure you are in the Organization View.
2. Click the Marketing tab.
3. Expand the Campaigns section.
4. Click Opportunity.
5. Click Create Always On Campaign.  
Note: The Always On option allows this campaign to run continually; Opportunities  are delivered to your sales team at regular intervals. To run an Always On Campaigns you will have to purchase Always on Credits that can only be used for these Campaigns.

Step 1: Enter Campaign info

Field

Description

Campaign Name

Enter a name for the Campaign.

Example: Hair Color follow up.

Rule Code

Enter a Rule Code for the Campaign.

Example: PROMOH003

Description

Check if the new hair color we have adopted is liked by our guests or not.

Opportunity Description

Check if new Almaeda hair color is already fading or doing good.

Select Opportunity Type

Select Others from the drop down list.

Step 2: Select Centers

Field

Description

Select Centers

Select the Centers within your Organization for which you want to enable this Campaign.

Select Target Segment

Select the Target Segment. Note: You should have already created your Target Segments so that they appear in this drop-down list.

Follow up within __ days

Specify the number of days within with you want the follow-up to be done.

Close the Opportunity within __ days

Specify the number of days in which you expect the Opportunity to be closed.

Step 3: Save and publish.
Select either Save and Close or Send now or Schedule a time.

Have more questions? Submit a request

Comments

Powered by Zendesk