Marketing CloudCopy Anchor Link

The Marketing module lets you plan campaigns, enroll the right leads and contacts, track who responded, and prove the ROI to sales and finance.

What's includedCopy Anchor Link

A typical campaign lifeCopy Anchor Link

STATUS    Planning ──► In Progress ──► Completed
          the first two moves are yours; the last is a nightly sweep

MEMBERS   Enroll Members ──► Track responses ──► Convert to opportunities
          Enroll Members is a button you press, not a trigger

1. Planning — define the campaign, budget, expected revenue, target audience.
2. Enroll members — press Enroll Members on the campaign and answer its Enrollment Criteria screen; everyone eligible in the segment you pick joins as a campaign member at Sent. The action is offered while the campaign is Planning or In Progress, so you can build the audience before you launch and top it up afterwards — see Campaign enrollment flow.
3. In Progress — launch the campaign. Moving the status is the launch, and that is all the move does: it enrolls nobody.
4. Track responses — a member stays at Sent until they answer (Responded) or their lead converts (Converted); someone who asks to stop hearing from you is Unsubscribed. There is no ladder between the four, and no open or click step.
5. Completed — once its end date has passed, a nightly sweep flips an In Progress campaign to Completed; the metrics (sent, responded, converted, ROI) go on updating, the same as they did while it ran.
6. Attribute revenue — opportunities linked to the campaign roll up into the campaign's actual revenue.

What the system does for youCopy Anchor Link

• Automatic conversion tracking — when an enrolled person's lead is converted, every campaign they are in promotes their member row to Converted and recomputes its numbers. That is the one member status the app writes by itself: Responded is a rep pressing Mark Responded, and Unsubscribed is a rep or an opt-out request. Opens, clicks and bounces are not tracked at all.
• Automatic completion — an In Progress campaign whose end date has passed is marked Completed by a sweep that runs at 2 AM daily.
• Live metrics — sent, responses, conversions and ROI are recomputed as memberships change and as opportunities are attributed, so an in-flight campaign's numbers are real numbers you can act on today.
• Budget warnings — if actual cost exceeds the budgeted cost, you get an over-budget warning.
• ROI rollup — the campaign's actual revenue is the sum of related opportunity revenue; ROI = (actual revenue − actual cost) ÷ actual cost.

Enrolling members is deliberately not on that list. Nothing enrolls anybody when a campaign moves to In Progress, and no schedule enrolls them later: the audience is answered on a screen, and a scheduled run would arrive with nobody to answer it. Enrolling is a button a marketer presses — see Campaign enrollment flow.

What you can runCopy Anchor Link

There are 8 campaign types out of the box:

• Email (default) — newsletter blasts, drips, nurture programmes
• Webinar — virtual events with registration tracking
• Trade Show — in-person booth presence
• Conference — speaking slots, sponsorships
• Direct Mail — physical letters and packages
• Social Media — paid or organic social campaigns
• Content Marketing — blog, ebook, whitepaper offers
• Partner Marketing — joint campaigns with channel partners

And 5 primary channels: Digital · Social · Email · Events · Partner.

How marketing connects to salesCopy Anchor Link

Every opportunity has a Campaign lookup field. Whenever sales closes a deal that came from a campaign, the system attributes the revenue back to the campaign. This means:

• Marketing can prove ROI — "this $500K deal came from our March webinar."
• Sales sees campaign context — when a rep opens a lead enrolled in a campaign, they know the talking point.
• Forecasts can predict — campaigns that historically convert at 3% can be modelled into the pipeline.

Standard reportsCopy Anchor Link

• Lead Inflow (by Month × Source) — where are the leads coming from?
• Campaign ROI (via campaign list views) — actual revenue vs. actual cost per campaign.

See Analytics › Reports.

Where to find thingsCopy Anchor Link

In the HotCRM app, the Marketing group contains two items:

• Campaigns — the campaign list (crm_campaign).
• Products — the product catalog (crm_product). This is the catalog's only sidebar entry anywhere in the app, even though the product documentation lives under Revenue › Products. Apart from this item and global search, a product record is only reached from a quote or opportunity line item.

The Marketing group is collapsed by default — unlike Sales, My Work, Activity and Service, it does not open itself when the app loads. Click it open before deciding something isn't there.

Leads enrolled in campaigns are accessed from the campaign detail page or via global search.

Start hereCopy Anchor Link

• Campaigns — the campaign record.
• Campaign Members — the people enrolled.