Holiday Sale! LIFETIME 40% OFF!

Hurry Up! Offer ends soon.
Get it Now
BG Shape


G2 badges
G2 badges
G2 badges
G2 badges
G2 badges
G2 badges
G2 badges
G2 badges
G2 badges
G2 badges

Client Testimonials

Do It All With EngageBay

Stop paying thousands of dollars to dozens of marketing, sales, and support software. Experience the world's most affordable, unified software. EngageBay's all-in-one CRM software is the most comprehensive solution for your business.

Simplify Marketing, Sales, & Support with the best free
All-In-One CRM software

Free for 15 users No credit card required

Campaign Management Frequently Asked Questions (FAQ's):

Got Questions? We are here to answer them

Campaign management is the planning, execution, tracking, and analysis of a marketing effort; often centered around a new product launch or an event. Campaigns typically involve multiple pushes to potential buyers through email, social media, surveys, print materials, giveaways, etc. all focusing on a similar topic or idea.

Marketing campaigns are launched to get potential buyers thinking about a specific problem they face — a problem that may be solved using your product or service. These campaigns are crucial to engaging your audience and raising market awareness around your brand.

Campaign management in CRM is the planning, execution, tracking, and analysis of a marketing initiative. This might be a marketing campaign to launch a new product launch or an event but could equally be a small promotion.

Campaign management in CRM software helps businesses manage the various aspects of a marketing campaign. Generally used by marketing professionals, it helps create, monitor and measure the outcomes of a company’s marketing across a range of marketing channels. The objective is to optimise sales and profitability by keeping track of the campaign spend versus the campaign success rate.

A powerful marketing automation solution such as EngageBay's allows you to be much more dynamic in your approach.

Let’s say your campaign consists of 10 phased out emails that progress into conveying a message over time. EngageBay's marketing automation feature lets you compile them all in advance, include your calls to action in each email, and set the system to send them to your target leads at predetermined intervals. Then you lie back and the system does the rest. Now you have set up your scoring triggers so that each time a desirable action takes place, the system automatically scores the leads automatically. You also set alerts to go to sales each time a lead is qualified, so that your reps can follow up with them while they are engaged and ready to speak to you. That is a very basic example of how to automate a campaign. In reality, you can make your campaign as complicated or as simple as you like, and there are many ways marketing automation can help you do this. EngageBay's marketing automation features have everything you need to run a powerful, automated campaign.

One of the first choices to make is how much software you need and whether you can develop it in-house or contract with a service. Software as a Service (SaaS) plans are ready-made platforms that have been built and tested by the vendor and the other clients who use them. They are typically faster to implement and easy to use, and the provider handles technical support and updates. Costs include the implementation fees, maintenance costs (monthly or yearly), and upgrades.

If you choose to develop something on-premise, you may not get all the tools that a service bureau or vendor can provide, but you can limit development to the tools you need. However, you also limit your ability to grow the capacity of your software if you rely on on-premise developers and IT specialists.

Ask yourself these questions before deciding:

  • How often do you conduct marketing campaigns and how many people are you targeting?
  • How complex are your campaigns? How many marketing channels are you using and how are you tracking your goals?
  • How many people need access to your marketing campaign software?
  • What platforms are you currently using?
  • Can you upgrade your existing tools?
  • What expertise do you have in-house to develop the programs you need?
  • What other systems need to be integrated with your marketing software?
  • Do you need a content management system?
  • How will the system work with your customer database?
  • How will you track other marketing channels such as print, events, and broadcast efforts?

Our Integration Partners

Stay connected to your favorite apps using EngageBay’s integrations

See more Integrations
This website uses cookies to ensure you get the best experience on our website. Learn more