{"id":1838,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-campaniile-de-marketing-in-sugarcrm\/"},"modified":"2026-07-25T20:45:13","modified_gmt":"2026-07-25T18:45:13","password":"","slug":"cum-gestionez-campaniile-de-marketing-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-campaniile-de-marketing-in-sugarcrm\/","title":{"rendered":"Cum gestionez campaniile de marketing in SugarCRM?"},"content":{"rendered":"<p>Modulul <strong>Marketing<\/strong> al aplica\u021biei <strong>SugarCRM CE<\/strong> v\u0103 va permite s\u0103 urm\u0103ri\u021bi \u0219i s\u0103 crea\u021bi cu u\u0219urin\u021b\u0103 campanii de marketing. \u00cen urm\u0103toarele r\u00e2nduri ale acestui tutorial v\u0103 vom oferi mai multe informa\u021bii despre procesul complet de gestionare a acestor campanii.<\/p>\n<h2 id=\"1-accesarea-paginii-marketing-campaigns\"><strong>1. Accesarea paginii Marketing Campaigns<\/strong><\/h2>\n<p>Pentru a gestiona complet toate campaniile dvs. de marketing accesati\u00a0 pagina de pornire a modulului <strong>Marketing<\/strong>. Autentifica\u0163i-v\u0103 \u00een instan\u021ba dvs. SugarCRM CE \u0219i apoi accesa\u0163i <strong>Marketing&gt; Campaigns.<\/strong><\/p>\n<p>Aici ve\u0163i g\u0103si \u00eentr-o form\u0103 tabelar\u0103 toate Campaniile de Marketing create p\u00e2n\u0103 \u00een prezent. Re\u021bine\u021bi c\u0103 dac\u0103 aceasta este o instalare default a SugarCRM CE, indiferent dac\u0103 a\u021bi instalat date de e\u0219antion sau nu, nu vor exista campanii de marketing.<\/p>\n<h2 id=\"2-crearea-unei-campanii-de-marketing\"><strong>2. Crearea unei campanii de marketing<\/strong><\/h2>\n<p>Crearea unei campanii de marketing se face relativ u\u015for. Intra\u0163i pe pagina principal\u0103 a modulului <strong>Marketing Campaigns<\/strong> apoi click pe linkul <strong>Create Campaign<\/strong> din bara <strong>Actions<\/strong> din partea de sus a paginii.<\/p>\n<p>Aceast\u0103 ac\u021biune va ini\u021bia un Wizard care v\u0103 va ajuta cu crearea campaniei iar expertul v\u0103 va solicita tipul campaniei dvs. Ave\u0163i trei op\u021biuni:<\/p>\n<ul>\n<li>Buletin informativ (Newsletter)<\/li>\n<li>E-mail<\/li>\n<li>Campanie non-email<\/li>\n<\/ul>\n<p>Selecta\u021bi tipul campaniei \u0219i face\u021bi click pe butonul <strong>Start<\/strong>\u00a0pentru ca expertul s\u0103 poat\u0103 continua configurarea campaniilor dvs.<\/p>\n<p>Urm\u0103toarea pagin\u0103 c\u0103tre care veti fi redirec\u021bionat con\u021bine diverse set\u0103ri cu privire la Campania de marketing. Mai \u00eent\u00e2i exist\u0103 set\u0103rile <strong>Campaign Header<\/strong>:<\/p>\n<ul>\n<li><strong>Name<\/strong> &#8211; Numele campaniei<\/li>\n<li><strong>Assigned to<\/strong> &#8211; Utilizatorul c\u0103ruia aceast\u0103 campanie ar trebui s\u0103 i se atribuie<\/li>\n<li><strong>Status<\/strong> &#8211; Statusul campaniei<\/li>\n<li><strong>Start Date<\/strong> &#8211; Data \u00eenceperii<\/li>\n<li><strong>End Date<\/strong> &#8211; Data termin\u0103rii<\/li>\n<li><strong>Type<\/strong> &#8211; Tipul campaniei<\/li>\n<li><strong>Description<\/strong> &#8211; Scurt\u0103 descriere a campaniei<\/li>\n<\/ul>\n<p>Dup\u0103 ce a\u021bi finalizat aceste set\u0103ri, ap\u0103sa\u021bi butonul <strong>Next,<\/strong> astfel \u00eenc\u00e2t s\u0103 pute\u021bi merge mai departe cu configura\u021bia noii campanii.<\/p>\n<p>Urm\u0103torul pas v\u0103 va solicita s\u0103 seta\u0163i bugetul campaniei dvs. de marketing. Op\u021biunile pe care trebuie s\u0103 le configura\u021bi \u00een aceast\u0103 sec\u021biune sunt:<\/p>\n<ul>\n<li><strong>Budget<\/strong> &#8211; bugetul pe care \u00eel ave\u021bi pentru aceast\u0103 campanie de marketing<\/li>\n<li><strong>Actual Cost<\/strong> &#8211; costul real al campaniei<\/li>\n<li><strong>Expected Revenue<\/strong> &#8211; fondurile pe care a\u0219tepta\u021bi s\u0103 le ob\u021bin\u0103 ca venituri din campania respectiv\u0103<\/li>\n<li><strong>Expected Cost<\/strong> &#8211; costul preconizat al acestei campanii<\/li>\n<li><strong>Currency<\/strong> &#8211; moneda care va fi utilizat\u0103 pentru aceast\u0103 campanie<\/li>\n<li><strong>Impressions<\/strong> &#8211; impresii cu privire la aceast\u0103 campanie<\/li>\n<li><strong>Objective<\/strong> &#8211; obiectivul acestei campanii<\/li>\n<\/ul>\n<p>Dup\u0103 ce a\u021bi finalizat aceste set\u0103ri ap\u0103sa\u021bi butonul <strong>Next<\/strong>\u00a0astfel \u00eenc\u00e2t s\u0103 pute\u021bi trece la urm\u0103toarea sec\u021biune a set\u0103rilor numit\u0103 <strong>Target Lists<\/strong>. Aicive\u021bi putea adauga o list\u0103 de conturi de e-mail c\u0103rora se adreseaz\u0103 aceast\u0103 campanie. mesajele dvs.<\/p>\n<p>Pentru a crea un nou <strong>&#8222;Target list&#8221;<\/strong> merge\u0163i la <strong>&#8222;Target List Name&#8221;<\/strong> \u015fi selecta\u0163i <strong>&#8222;Target List Type&#8221;.<\/strong><\/p>\n<h2 id=\"3-editarea-si-stergerea-campaniilor-de-marketing\"><strong>3. Editarea \u015fi stergerea campaniilor de marketing<\/strong><\/h2>\n<ul>\n<li>Pentru a <strong>edita<\/strong> o campanie de marketing, accesa\u021bi pagina de pornire a modulului <strong>Marketing Campaigns<\/strong> iar apoi g\u0103si\u021bi campania pe care dori\u021bi s\u0103 o edita\u021bi. Dup\u0103 ce g\u0103si\u021bi Campania \u00een list\u0103 ve\u021bi vedea un mic buton de editare asem\u0103n\u0103tor cu creionul \u00eenainte de numele Campaniei.\u00a0 Face\u021bi click pe pictograma respectiv\u0103 \u015fi ve\u021bi fi redirec\u021bionat c\u0103tre o pagin\u0103 unde ve\u021bi primi toate informa\u021biile pe care le pute\u021bi edita legate de campania de marketing respectiv\u0103. Dup\u0103 editare click <strong>Save<\/strong> pentru a salva set\u0103rile.<\/li>\n<li>Pentru a <strong>\u015fterge<\/strong> o campanie de marketing accesa\u021bi pagina de pornire a modulului <strong>Marketing Campaigns<\/strong> iar apoi g\u0103si\u021bi campania pe care dori\u021bi s\u0103 o \u015fterge\u0163i. Click pe caseta de selectare mic\u0103 \u00eenainte de numele Campaniei \u0219i apoi utiliza\u021bi butonul <strong>Delete<\/strong> din partea de sus a tabelului. O notificare pop-up v\u0103 va solicita confirmarea \u015ftergerii Campaniei.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Modulul Marketing al aplica\u021biei SugarCRM CE v\u0103 va permite s\u0103 urm\u0103ri\u021bi \u0219i s\u0103 crea\u021bi cu u\u0219urin\u021b\u0103 campanii de marketing. \u00cen urm\u0103toarele r\u00e2nduri ale acestui tutorial v\u0103 vom oferi mai multe informa\u021bii despre procesul complet de gestionare a acestor campanii. 1. Accesarea paginii Marketing Campaigns Pentru a gestiona complet toate campaniile dvs. de marketing accesati\u00a0 pagina &#8230; <a title=\"Cum gestionez campaniile de marketing in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-campaniile-de-marketing-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez campaniile de marketing in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1641,"footnotes":""},"doc_category":[177],"doc_tag":[456,399,457],"class_list":["post-1838","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-crm","doc_tag-marketing","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":652,"total_views":"18","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"CRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/crm\/"},{"term_name":"marketing","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/marketing\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Gestiunea campaniilor de marketing \u00een SugarCRM - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea campaniilor de marketing \u00een SugarCRM CE. 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