Stage

About Stage

  • Allows creating stages to convert leads into It will usually take the form of a funnel.
  • Contact will be staged by going through a campaign
  • The data at this screen will be used for the Campaigns screen

Adding Stage

Step 1

Access the Marketing Automation module -> select Stages

Step 2

Click ADD -> the system displays a Stages popup

Explanation
  • Name: Enter a reminder name
  • Weight: This is how you determine the progression of your stages. The higher the stage weight number, the more contact in the hopper. Contacts cannot move back to stages with lower
  • Color: Choose a color that reminds you to sort and search
  • Category: Data were taken from the category set
  • Description: You're recommended to add a description to help you and other users to easily identify what qualifies as contacts for the stage

Viewing

Step 1

Select the Stages screen -> Select the View function corresponding to the data line to see detailed information

Step 2

The system will display a screen containing the information of the corresponding Stage

Explanation
  • The Total Number of Leads field will display the total number of leads currently in the respective stage
  • The Number of Active Campaigns field will display the total number of active campaigns that have the corresponding stage selected and are still valid (based on the start date and end date in the campaign).
  • The Number of Campaigns field will display the total number of participating campaigns that have selected the corresponding stage and have passed the validity period (based on the start date and end date in the campaign)
  • The Leads in Time Chart will show an overview of the number of leads added and removed by the date of the respective stage
  • The Stage Status by Campaign Chart will show the number of stages belonging to the corresponding campaign (this field data is based on the Campaign campaign with the corresponding stage selected).

Updating & Editing

Step 1

Go to Stages-> Select the data line to edit -> click Edit

Step 2

Update data and press SAVE

Deleting

Step 1

Access the Marketing Automation module -> select Stages -> Select the corresponding line you want to delete -> Select the Delete function

Step 2

The system displays the Confirmation popup. Press Delete to confirm the deletion or press Cancel to cancel the deletion