Intro to the CRM Campaign
The easiest link to get is usually from someone who has already linked to you. A CRM campaign skips the search entirely and builds outreach from your partner database (filtered by category, tag, or link type) so you're re-engaging relationships you've already earned instead of starting cold.
The CRM campaign type is designed to help you build a new campaign using your list of existing partners. Now partners, if you're not already familiar, are websites where you have an ongoing relationship and have been added to your partner database in your Pitchbox CRM. So with this campaign type, instead of looking externally for sites, we're actually going to go through our partner database to re-engage with those key relationships. Let's look at how to set this up. Now, when you select the CRM campaign card, it's actually going to take you to your partner database, and that's going to allow you to hands-pick which partners you would like to add to that campaign.
To get started, simply head on over to the filters in the top left-hand corner and select the type of partner that you would like to bring forward. You can filter by a particular category, by any tags, by the link types that they offer, or by any other information that you are tracking. Once you've refined your search, you can select Apply. From here, you want to choose your partners either individually or selecting All from the top menu, and then select Create Opportunity. Now from here, we want to add it to either a new or an existing campaign.
For this example, we're going to go for a new campaign. We'll then choose which project we want that campaign to be added to. And from here, it's going to take you to the campaign setup window. Now, because we already have an established list of sites with our own contacts, we don't necessarily need to adjust the filters above. As an optional step, you do have the ability to filter these sites based on quality, but because we've already done that through our pre-qualification, before we've added them as a partner, it won't be necessary. So once you've given your campaign a name, just select Next, and your campaign will be created and include a list of websites that are directly from your CRM partner database.