Campaigns

In January 2026, Al Nokhba Air Conditioning Systems took a stand at the International Cooling Expo. The marketing department booked the space, printed the brochures, staffed the stand with two salespeople for three days, and expected to come away with around 120 qualified visitors. Somebody has to write that down somewhere — what the campaign is, who owns it, which products it pushes, who is working it — and then, months later, somebody has to answer the question "was it worth it?".

The CRM Campaign screen (حملة) answers the first half of that very well. It is an honest, useful register card for a marketing effort. The second half — was it worth it — it does not answer, and the most important thing this page can do is tell you that clearly enough that you plan around it from day one.

Required licence

crm

What	Where
CRM Campaign	Customer Relationship Management > Marketing > CRM Campaign
Campaign Type	Customer Relationship Management > Marketing > Campaign Type

A campaign is a file, not a document

Although the campaign carries dates, money boxes and a status, it is a master file. It has no document book, no document term, no document number, no value date and no approval cycle. Saving it does not process anything, does not create a business request and has no accounting effect whatsoever. It is a card in a drawer, and everything on it was typed there by a person.

That is worth internalising before reading the rest of the screen, because several of the boxes on it look like they belong to a document that calculates.

What you fill in

The top of the screen is the campaign's identity: code, group, Arabic and English names, the responsible employee, the mediator, and a free-text description.

The CRM Campaign group underneath is the campaign itself:

Field	Notes
تاريخ البداية / Start Date	the date the campaign begins
نوع الحملة / Campaign Type	a reference to the Campaign Type file — exhibition, mailshot, road show
تاريخ الإغلاق المتوقع / Expected Closing Date	the only "end" the campaign has; there is no enforced end date
الجمهور المستهدف / Target Kind	a fixed list: Factories, Projects, Trade Shows
الحجم المستهدف / Target Size	free text — 120 qualified visitors is a perfectly normal value
الراعي / Sponsor	free text — a department, a partner, a budget holder
حالة الحملة / Campaign Status	Planning, Active, InActive, Completed, Cancelled
مجموعة موظفين / Employee Group	present on the screen but read by nothing — see the note below
مرفق / Attachment	one file slot

For our expo, that reads: type CT-03 معرض / Exhibition, start 8 January 2026, expected closing 31 March 2026, target kind Trade Shows, target size 120 qualified visitors, sponsor Marketing Department, status Active.

Two things that are not on this screen at all

There is no channel field — nothing records whether this was e-mail, SMS, social media, print or a stand at a fair. If channel matters to you, put it in the campaign name or use the Campaign Type file for it, which is what most sites end up doing.

And there is no employee-group behaviour. The Employee Group box accepts a value and no part of the system ever reads it. The grid below is what actually assigns people.

The products grid — mandatory, and easy to be surprised by

The productdetails grid (its title is untranslated, so it shows literally as productdetails in both languages) lists what the campaign promotes: one row per item or rental unit, with the item's section, brand, category, classifications and dimensions alongside.

At least one row is required. A campaign with an empty products grid cannot be saved, which catches people out on the very first campaign they create. For the expo we list AC-CHL-300 (the 300 TR central chiller) and AC-SPL-24 (the 24,000 BTU split unit).

The Assigned To grid — this one genuinely does something

مسند إلي / Assigned To lists the employees working the campaign, with a remarks column. The employee picker offers only employees flagged as salesmen on their employee file, so if a colleague is missing from the list, that flag is the reason.

This grid is the campaign's one piece of real machinery. When a salesperson later opens a lead and picks this campaign in its Campaign box, the campaign's Assigned To rows are copied into the lead's own assigned-employees grid. On our expo campaign the two rows EMP-1042 (Hala) and EMP-1001 (Tarek) arrived on lead LD-00417 that way, without anyone typing them.

Expectations and Actuals — read this before you use it

The group titled المتوقع والفعلى / Expectations And Actuals looks like a small business case: expected and actual cost, expected and actual sales count, expected and actual response count, expected and actual return on investment.

Nothing here is calculated, and nothing here is posted

All eight boxes are free-typed numbers. Nothing sums the campaign's real spend, nothing counts responses, nothing counts sales, and nothing divides one number by another to produce a return on investment. The actual boxes are not filled by the system at any point, under any condition — they are yours to type.

The campaign has no accounting effect either. The cost you type here never becomes a journal entry, is never compared with a supplier invoice or an expense voucher, and never appears in any financial statement. If the marketing spend has to reach the ledger, it reaches it the ordinary way — through purchase invoices and expense vouchers in Accounting — and this box is a separate note you keep in step by hand.

So for the expo, the eight boxes read: expected cost 180,000.00 against actual cost 196,500.00; 12 sales expected against 5 recorded; 120 responses expected against 94 recorded; expected return 3.5 against actual 2.1. Every one of those ten figures was typed by a person reading them off somewhere else. That is a perfectly reasonable way to keep a campaign scorecard — as long as everybody knows that is what it is.

Where campaigns and leads meet

A campaign does not produce leads. There is no button on this screen that creates a lead, imports a response list or opens a pipeline record. The link is made in the other direction, one record at a time: the salesperson opens a lead or a potential and picks the campaign in its Campaign box.

The campaign picker shows every campaign

The picker on the lead and potential screens was meant to hide cancelled and inactive campaigns. It does not — the filter never excludes anything, so a campaign you closed two years ago is still offered alongside this quarter's. Give campaigns dated names (Cooling Expo 2026, not Expo) so the person choosing can tell them apart.

The second tab, الإحصائيات / Statistics, is where the attributions come back to you. It holds three read-only lists — the leads that carry this campaign, the potentials that carry it, and the customers that carry it. Nothing there is editable; it is a live look at who pointed at this campaign.

The Customers list deserves a word, because it fills up less often than people expect. A customer only carries a campaign when Convert To Customer was pressed on a Lead that already had the campaign. In our example the lead was first converted to a potential — and conversion to a potential does not carry the campaign across — so when the customer C-01188 was finally created from the potential, it arrived with no campaign, and the expo campaign's Customers list stayed empty even though the deal came from the expo. See Converting a Lead for what each conversion button carries. If campaign attribution on customers matters to you, decide early that leads are converted straight to customers, because there is no other route: the campaign field does not appear on the customer screen, so it cannot be set or corrected afterwards.

The question this screen cannot answer

A won deal can never be traced back to the campaign that produced it

Attribution stops at the customer. No sales quotation, sales order, invoice, delivery or revenue document anywhere in NaMa carries a campaign. There is no campaign box on those screens, no campaign column in their lists and no campaign filter in their exports.

That means the chain "campaign → lead → customer → order → invoice → revenue" is broken at the fourth link, permanently. The system cannot tell you what a campaign earned, cannot compare two campaigns by revenue, and cannot produce a cost-per-lead or a return-on-investment figure. The Actual ROI box is where somebody types the answer they worked out elsewhere.

That is not the end of the road, though — it just means the arithmetic happens outside the screen. What works in practice:

1. Be strict about the campaign field on leads. It is the only attribution point that exists, so a lead created without it is invisible to the campaign forever.
2. Read the counts off the Statistics tab, or from the CRM Lead list view filtered by campaign. That gives you a real, trustworthy number of leads for the campaign — the one figure in this whole area the system does compute for you.
3. Export and pivot. The CRM Lead and CRM Potential list views export to Excel with the campaign column included. Cross that with a sales export by customer and you have the revenue side of the equation, once, in a spreadsheet.
4. Ask for a BI dashboard if this is a recurring question. The data is all in the database; what is missing is a screen that joins it, and BI is where a site builds one.
5. Then type the answer into Actual ROI so the campaign card carries the conclusion.

Campaign Type

The Campaign Type file (نوع حملة) is a plain label — a code, an Arabic and English name, a responsible employee and a mediator. It carries no defaults, no cost account, no channel and no behaviour; picking a type on a campaign changes nothing else on the screen. It is covered with the other CRM classification files in Classification Files.

Two smaller things worth knowing

Two extra fields exist outside the screen

Besides the Target Kind list and the Sponsor text box, the campaign record carries two further stored fields that look like a target-audience text and a sponsor text. They are not on the screen and nothing reads them — but they do appear in imports, exports and list-view column pickers, where they are indistinguishable from the real ones. When you build an import file or a list layout, make sure you picked Target Kind and Sponsor, not their look-alikes; data written into the other two is silently invisible.

Unlike every other screen in this area, the campaign does not fill the Responsible Employee with the logged-in user's employee when you create it. If you want an owner on the card, set it yourself.

Reporting

Reporting: none. This module ships no system reports, and this screen has no print form. Use the campaign, lead and potential list views, their Excel export actions, or a BI dashboard built by your site.