Scenario #5 Marketing Campaign management - radus28/Vtiger-DevOps GitHub Wiki

Provide below steps, so Users can manage their future campaigns

Leads through Webforms

Show steps to

  1. Create a Webform for "Contact us" with following fields
    1. Firstname
    2. Lastname (*)
    3. Email (*)
    4. Phone (*)
    5. Message
  2. Export and publish webform
  3. Field mapping - When a visitor fills the form the fields should be mapped into lead module fields..
    1. Firstname
    2. Lastname (*)
    3. Primary Email (*)
    4. Primary Phone (*)
    5. Description

Campaign Targets

  1. Import leads from CSV
  2. Assign Leads to Campaign using "Filters"
  3. Show how to send email