CRM campaign - can I do this?

ERPNext
1

Hi everyone,

I am reading this
https://frappe.github.io/erpnext/user/manual/en/CRM/setup/campaign.html

Let’s say I am giving out free shampoo examples to my targeted sales campaign

e.g.

Head & Shoulder Free Samples

  • customer A signs up and get free sample
  • customer B signs up and get free sample
  • customer C signs up and get free sample
  • customer D signs up but rejected (no more free samples)

G&G Free Samples

  • customer A signs up and get free sample (can the same customer signs up here?)
  • customer B signs up and get free sample (can the same customer signs up here?)
  • customer E signs up and get free sample
  • customer F signs up and rejected (no more free samples)

Can the above used for such scenario?

I do wonder, is free sample considered as lead, opportunity or converted? or the above is not doable with the crm campaign?

Any help? Thanks.

2

@ericmachine88 right now there is no automation for samples. We’ll need to create a promo-code system for this.

Here’s a related issue: Feature request - Loyalty / Reward points · Issue #4851 · frappe/erpnext · GitHub

3

guess it’s not ready out of the box… i do wonder, is it really easy to create a new module? Odoo is okay, but i wonder how extensive is erpnext? if it is as extensive as odoo + easier, then I can create a module for myself.

4

@ericmachine88 Have a look at these developer videos: http://frappe.github.io/frappe/user/en/videos/

1 Like
5

yes, i did :slight_smile: but i have to admit it’s a bit too fast, hopefully can slow down a bit. So far so good :slight_smile:

6

@ericmachine88 :pensive: that’s our first attempt at dev videos. Hopefully our next cut will be better :thumbsup:

1 Like