Open Channel Campaign - How to process response in CRM?

Question

Hello,
We are using campaign management. When I launch a campaign to the open channel, a file containing the target groups address data is exported and sent to a 3rd party who sends out the campaign (newsletter with response card).Also, for each business partner in the target group, a closed activity related to the campaign is created. The response cards are filled out by the receivers and sent back to the 3rd party company. They collect all data in an excel sheet and send it back to us. No I want to load this excel file back in to CRM in order to be able to analyze the response rates etc. I can do this using ELM (external list management). But now I wonder what's the best thing to do. Should I create new activities referring to the campaign, or what is the best way to measure the response rate?
Thanks in advance,
Jeroen

Answer 1

Hi Jeroen,
I believe once the third party runs campaign for you, u still want the inputs in terms of response and want to work on the inputs to get the business:
with this assumption, i would suggest following solution:
Create a marketing campaign in CRM system as a reference for all the campaign ask your 3rd party to run.
Once u receive the inputs, you first need to ensure that all the master data interms of prospect data is available in system, if not read the file and create a prospect.
Secondly, for each response create a Lead, and in the marketing tab of lead, assign the marketing campaign created in CRM.
This whole process can be automated and further it would help u to trace the response on campaign basis and can also server as much valuable analysis for future, before deciding to what service provider you would like to handover ur campaign execution responsibility.
Best Regards,
Pratik Patel
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