What activity does the system record?
Whenever a recipient interacts with a campaign, Sage Sales Management automatically records information about:
Email delivery.
Campaign email opens.
Link clicks.
Engagement history.
Activity associated with the contact or account.
This lets you track marketing activity and review each recipient’s engagement.
Where to view campaign activity
You can view campaign information in several areas of Sage Sales Management.
Account records
In an account record, you can review:
Campaigns received.
Email opens.
Engagement.
Related activity.
Contact records
In a contact record, you can review:
Campaign history.
Individual activity.
Recorded interactions.
Engagement over time.
Activity timeline
Each campaign automatically creates entries in the activity timeline.
You can review these entries chronologically to check:
When you sent the campaign.
When the email reached the recipient.
Whether the recipient opened it.
Whether the recipient clicked a link.
Use campaigns to inform sales follow-up
The integration between Marketing Campaigns and Sage Sales Management gives sales teams more context about their customers.
Sales representatives can identify:
Customers who showed interest.
More engaged leads.
Recent interactions.
Products or promotions that attracted interest.
Example of sales follow-up
Before calling a customer or following up, a sales representative can check whether the customer:
Opened a campaign email.
Clicked a promotional link.
Interacted with content about a specific product.
This helps sales representatives:
Personalise conversations.
Prioritise opportunities.
Make follow-up more relevant.
Increase the likelihood of conversion.
Benefits for managers and marketing teams
Tracking campaign activity also helps you:
Monitor sales activity.
Understand campaign impact.
Identify more engaged audiences.
Assess recorded engagement.
Coordinate marketing and sales.
How campaigns relate to customer records
Campaign activity can relate to several types of records in Sage Sales Management, including:
Accounts.
Contacts.
Opportunities.
Activities.
Orders.
These relationships help you connect campaigns with your sales processes.
How to use this information in sales
Sales teams can use campaign information to:
Prioritise customers who showed more interest.
Prepare calls with relevant context.
Identify active opportunities.
Find customers with higher engagement.
Make follow-up more relevant.
Good practice
To get more from campaign tracking:
Review customer activity regularly.
Prioritise contacts who clicked a link recently.
Review campaign information before sales calls.
Combine campaign metrics with activity recorded in Sage Sales Management.
Coordinate actions between marketing and sales.
Common problems
Interactions do not appear in the activity timeline
Check that:
You sent the campaign successfully.
The recipient interacted with the email.
You have access to the relevant record.
Sales representatives cannot view campaigns
Possible causes include:
Permission restrictions.
Access settings.
Limited visibility of the relevant record type.
Activity does not match campaign metrics
Some metrics may continue to update after you send a campaign.
Recommendations for marketing and sales
The integration between campaigns and Sage Sales Management helps you:
Prepare better informed follow-up.
Improve coordination between teams.
Identify signs of sales interest.
Increase conversion opportunities.
Keep all customer activity in one place.