What is campaign management?

The account you use must have Information Manager rights.

Campaign Management enables you to record activities undertaken as part of marketing campaigns. Campaigns consist of Waves, which in turn consist of Wave Activities.

  • Waves. Waves are a way of grouping activities within a campaign, normally in chronological order.
  • Wave activities. Wave Activities define exactly what action is performed for the campaign. For example, Outbound Telesales Activity or Flyer Mailing Activity.

Campaign Management covers all the areas available from the Marketing menu button. The typical user operating in this area is the Campaign Manager, who is responsible for setting up and monitoring progress on all campaigns. In practice, marketing activities can be carried out from many areas of Sage CRM - for example an email blast from My CRM | Groups - and linked to campaigns set up from the Marketing area. More advanced campaigns can reach beyond the Marketing menu and include areas such as Data Upload and Key Attributes.