Trade shows, salons, callback campaigns, email marketing, product launches — every campaign gets its own profile: target audience, budget, attendee list, follow-up tasks and performance data. When a campaign ends, ROI is calculated automatically, so the next budget allocation is evidence-based.
It's not just sending invitations — it's treating a campaign as a measurable investment
Build a complete profile with campaign name / type / time / location / budget / owner; reuse templates and just copy for similar campaigns next time
Filter target customers by tag / industry / score and bulk-add to the list, or import a temporary list via Excel, then invite via SMS / email in one click
Assign tasks to each rep after the campaign: contact attendees / convert registered no-shows / re-engage interested customers, with work divided per person
Leads generated, customers converted, opportunity value and final contract value from the campaign, summarized by stage with ROI clear at a glance
Register actual spend against itemized campaign budget (venue / gifts / catering / materials), with overspend alerts so the next budget is more accurate
Leads, customers, opportunities and contracts from a campaign are auto-tagged, so "this customer came from last year's XX salon" is clearly traceable
Capture the entire process from idea to execution: fill in basics and goals during planning, record participation and on-site feedback during execution, and archive materials and outcomes afterward. Just copy the template for the next similar campaign — no need to start from scratch.
Filter from CRM by tag — "finance industry / A-grade / in Beijing / followed up in the last 3 months" — to get 200 target customers, and add them to the campaign list in one click. SMS or email invitations go out directly, with check-in status flowing back in real time.
ROI Ranking by Campaign
In the past, when a marketing director was asked "you ran 5 campaigns this half-year — how did they do?", they could only answer from impressions. Now every campaign's leads / conversion rate / final contract value is data; compared against budget, that's real ROI, and the next quarter's allocation is evidence-based.
Quarterly salons / industry summits / customer meetups, each with a clear target customer list and feedback conversion metrics
Trial classes / experience camps / industry forums are core enrollment scenarios, with campaign results mapping directly to sign-up conversion
Client appreciation events / product briefings / investment salons, inviting high-net-worth clients and converting them into product inquiries
VIP appreciation dinners / new product experience days / exclusive sessions, with repeat-sales data from campaigns flowing back
Campaigns are the source of leads and the catalyst for customers and opportunities
On-site QR scans / sign-up forms land directly in the lead pool, auto-tagged with the campaign source
Campaign lists are sourced by customer tag filtering, with participation written back to customer profiles
New opportunities from a campaign are auto-linked to the campaign tag, making results analysis evidence-based
Per-campaign ROI ranking + channel contribution distribution, driving marketing budget allocation with data
Sign up to experience the full campaign marketing and results analysis for free, or book a consultant demo