How to Create and Manage Campaigns

This article describes how to view, create, edit, delete, and assign campaigns within the FORTH system. Campaigns allow your organization to create and track the source of contacts (leads) in the CRM. It was developed for FORTH CRM users and administrators who configure, manage, and track lead source campaigns across contact records and in-take forms.

The article is organized into the following sections:

• Overview
• Prerequisites
• How to Access
• How it Works
• Troubleshooting / FAQ

• Assistance

   

Overview

Accurate tracking of lead sources is essential for evaluating marketing performance and client acquisition channels. Campaigns provide a standardized mechanism within the FORTH CRM to categorize and monitor where contacts originate. This saves administrative time and ensures clean, uniform data across all contact records and in-take forms.

Prerequisites

• Standard user access to the FORTH CRM.

How to Access

1. Log in to the FORTH CRM
2. Click the Contacts tab.
   
3. Select Campaigns.

How it Works

Viewing Current Campaigns

1. On the Campaigns page, review the Current Campaigns window on the right side of the page to view all campaigns, including both active and inactive entries.
   

Adding a Campaign

1. On the Campaigns page, the left side of the page is the Add / Edit Campaign.
   
2. Complete all fields in this section.
3. To add an option to the Source menu, select --add new--.
   
4. In the pop-up window, enter the campaign name and click OK.
   
5. Click Save Campaign.

Editing or Deleting Existing Campaigns

1. Navigate to Contacts > Campaigns.
2. Locate the campaign in the Current Campaigns list.
3. Locate the campaign you want to edit and click the Edit (pencil and paper) icon, located at the far right of the page (see image below).
   
4. In the Add / Edit Campaign window, update the necessary fields.
   
5.  Click Save Campaign, or click Delete Campaign to remove the entry.

Making Campaign Selections in In-Take Forms

1. Open the desired in-take form in the form editor.
2. Under the Add Fields to Form dropdown menu, select the Campaign field to the add to the form layout.
   
3. Click Add Fields to add the Campaign field to your in-take form, .
4. The page will update to reflect the Campaign field addition.
   
5. You may make this field:
   • Required to Save
   • Required to Submit
   • or Reflect a Co-Applicant
6. Click Save Form in the navigation bar.
7. Now, if you want to add a new contact, navigate to Contacts tab > Add a Contact.
8. The Campaign dropdown field is now available to make a selection.
   

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Troubleshooting / FAQ

Q: Why does the Campaigns link not appear under the Contacts tab? A: If the Campaigns page is missing from your Contacts tab view, your user account does not have the necessary permissions enabled. Contact support@setforth.com to request access.

Q: Should our organization track lead sources using custom fields? A: No. Use Campaigns instead of custom fields to track lead sources. The native Campaign field connects directly with system reporting and in-take forms, preventing duplicate and fragmented data.

Q: Why do inactive campaigns still appear in the Current Campaigns window? A: The Current Campaigns window displays all campaigns regardless of active or inactive status. To remove a campaign from the list completely, select the campaign and click Delete Campaign.

Assistance

For further assistance, reach out to support@setforth.com.

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