It is always little bit confusing for the beginner of Zoho CRM as the Zoho named a module inside the CRM and another stand alone application is same - Campaigns. But obviously there are few difference , let see what are they.
analyze marketing campaigns. The CRM Campaigns module tracks details about email marketing, trade
shows, direct mail, events, surveys – or any type of marketing campaign you want to analyze.
A CRM Campaign module record enables you to:
• Aggregate Leads and Contacts associated with a campaign -
o In the Campaign record: view the Contacts or Leads associated with a campaign.
o In a Contact or Lead record: view the Campaigns associated with the Contact or Lead
o Provide visibility into marketing activities for all authorized CRM users
• Record Campaign details to analyze results and determine ROI. Those details may include -
o Start Date and End Date
o Campaign Type
o Costs: Budget and Actual
o Expected vs. actual number of impressions (attendees, signups, etc.)
o Expected Revenue
o Notes, Activities, and other related entities
o Any other details that matter by creating custom fields and sections.
What it is not: CRM Campaigns module records are not used to perform any email marketing functions.
Although you can send mass emails from Zoho CRM, the number that can be sent daily is limited and
there is no ability to track or report on results. That’s where the Campaign app comes in.
subscriber mailing lists, and run reports for emails campaigns. It’s where you can create and send followup
emails, where you can perform A/B testing to validate tactics before mailing an entire list. It’s the
tool you’ll use to create a series of touches to build relationships and send relevant offers.
What’s the difference between Campaigns and Campaigns?
The Campaigns Module in Zoho CRM
What it is: The Zoho CRM Campaigns Module is a top-level ”holding” record to help you manage andanalyze marketing campaigns. The CRM Campaigns module tracks details about email marketing, trade
shows, direct mail, events, surveys – or any type of marketing campaign you want to analyze.
A CRM Campaign module record enables you to:
• Aggregate Leads and Contacts associated with a campaign -
o In the Campaign record: view the Contacts or Leads associated with a campaign.
o In a Contact or Lead record: view the Campaigns associated with the Contact or Lead
o Provide visibility into marketing activities for all authorized CRM users
• Record Campaign details to analyze results and determine ROI. Those details may include -
o Start Date and End Date
o Campaign Type
o Costs: Budget and Actual
o Expected vs. actual number of impressions (attendees, signups, etc.)
o Expected Revenue
o Notes, Activities, and other related entities
o Any other details that matter by creating custom fields and sections.
What it is not: CRM Campaigns module records are not used to perform any email marketing functions.
Although you can send mass emails from Zoho CRM, the number that can be sent daily is limited and
there is no ability to track or report on results. That’s where the Campaign app comes in.
The Campaigns App
What it is: The Campaigns app is the tool that allows you to create templates, add email content, buildsubscriber mailing lists, and run reports for emails campaigns. It’s where you can create and send followup
emails, where you can perform A/B testing to validate tactics before mailing an entire list. It’s the
tool you’ll use to create a series of touches to build relationships and send relevant offers.
