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
- Create a Webform for "Contact us" with following fields
- Firstname
- Lastname (*)
- Email (*)
- Phone (*)
- Message
- Export and publish webform
- Field mapping - When a visitor fills the form the fields should be mapped into lead module fields..
- Firstname
- Lastname (*)
- Primary Email (*)
- Primary Phone (*)
- Description
Campaign Targets
- Import leads from CSV
- Assign Leads to Campaign using "Filters"
- Show how to send email