CRM - Offline Campaigns

Modified on Wed, 6 Dec, 2023 at 10:53 AM

Here you can keep track of any offline campaigns (flyers, posters, etc.) that you carry out as part of your marketing activities.


Click on +Create to log a new campaign. Provide a name and description, upload any attachments and input the date range of your campaign. Set the status accordingly and click Save. You’ll be taken back to the Offline Campaigns start screen, where you have an overview of any campaigns and the usual filters to view, search and list.


You can delete any offline campaign by clicking the trash can icon to the far right-hand side of the entry and clicking Confirm.

You can also create a task from a campaign by clicking on the drop down next to the campaign name and selecting Create Task.

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