Marketing Parametric Definitions
Marketing is the process by which companies determine which goods or services will appeal to their customers and determine strategies for improving sales, communications, and business management. One of the most important units of businesses is the "Marketing" department. To use the marketing module, process definition - authorization, parametric definitions and data entries are required.
Path: Control Panel > System > Parameters
Campaign Categories
Campaign classifications can be provided by campaign category definitions. Definitions such as 20% Discount Opportunity on Education Packages, 1 Year Support Service for New Product Purchases can be made.

Campaign Sub-Categories
Campaigns can be classified in detail by making sub-breakdowns related to the campaign category. Definitions such as HR training can be made under the 20% Discount on Training category.

Campaign Team Roles
Employees who will take part in the campaign can be determined according to their roles. Definitions such as Trainer, Sales Specialist can be made.

Communication Methods
After the campaign is created, communication methods are defined for sending via the list manager. Submissions are made according to the communication method.

Event Categories
Event classifications are made by event categories. For example; fairs, seminars, etc.

Label Template
For the campaign, the people to whom the campaign will be sent are selected in the list manager. Label printing template labels are printed for the people in this list manager.

Module Authority and Process Definitions
Which modules a user will access are set under authorization groups. Users can access modules authorized in that authorization group; a user who is not authorized to the module cannot access the business functions of that module. In order to view or edit the Marketing module, there must be authorization in the Marketing module under Sales and Marketing.
If the user also needs to see the Standard Reports of this module, the "Report User" box must also be checked.
In order to manage marketing operations, the process is first defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. For detailed information about the processes, you can review the "Process Management and Workflows" document.
Processes and stages are defined via the Control Panel > BPM > Processes page.
The following processes must be defined in order to operate in the marketing module.;
- Campaign
- Target Audience
- Event
- Member Analysis Forms
- Survey
Feedback
Role planning is made for the employees who will take part in the campaign.