A Complete User Guide to Master Related Lists in Horilla CRM Campaigns

Managing campaigns in a CRM is not just about creating and launching them—it’s about continuously tracking participation, engagement, and relationships between campaigns. Without a centralized view, users often struggle with scattered data, switching between multiple screens, and losing context. Horilla CRM addresses this challenge through the Related Lists tab in the Campaign Detail View.

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The Related Lists feature acts as a unified workspace where all campaign-related records are organized and easily accessible. Whether you are monitoring campaign members, updating their engagement status, or structuring complex campaign hierarchies, everything can be handled in one place. This enhances efficiency, minimizes time spent navigating, and maintains consistent data throughout the system.

This guide walks through how to effectively use the Related Lists feature from a user perspective, helping you manage campaigns with greater clarity and efficiency.

Accessing the Related Lists Tab

To begin working with related records, you first need to navigate to the Related Lists tab within a campaign.

Steps to access:

1. Go to Sales → Campaigns from the sidebar.
2. Select the campaign name you want to open.
3. In the campaign detail view, select the Related Lists tab.

Once inside, you will find two main sections:

• Campaign Members
• Child Campaigns
• Related Opportunities

Each section focuses on a particular area of campaign management.

Campaign Members

Overview

The Campaign Members section shows all the Leads and Contacts linked to a campaign, helping you monitor participation and understand how they engage with your marketing activities.

You can view key details such as:

• Name – Clickable link to open the Lead or Contact record.
• Member Type – Indicates whether the record is a Lead or a Contact.
• Member Status – Shows the engagement stage (e.g., Sent, Responded, Converted).

This structured view makes it easy to monitor campaign participation and quickly identify engagement levels.

Adding a Campaign Member

Adding members to a campaign ensures that your audience is properly tracked.

Steps:

1. Click the “+ Add” button in the Campaign Members section.
2. Select an existing Lead or Contact from the list.
3. Assign a Member Status based on their engagement stage.
4. Save the record.

Once added, the member becomes part of the campaign and is included in campaign metrics.

Managing Campaign Members

Campaign engagement is dynamic, so you may need to update, remove, or review member details as the campaign progresses. Horilla CRM provides quick actions within the Campaign Members section to handle all of this efficiently.

• Editing a Campaign Member – Update the Member Status using the edit (pencil) icon to reflect current engagement.
• Removing a Campaign Member – Delete a member using the trash icon; this removes only the campaign association and does not affect the original Lead or Contact record.
• Navigating to Member Records – Click on a member’s name to open their detail page and use breadcrumb navigation to return to the campaign.

These actions help maintain accurate and up-to-date campaign data while allowing quick access to related records.

Child Campaigns

Overview

Child Campaigns help organize large campaigns into smaller, manageable units. This is especially useful for multi-channel or multi-phase marketing strategies.

You can view:

• Campaign Name – Clickable to open details.
• Start Date – Indicates when the campaign begins.
• End Date – Shows when the campaign concludes.

Adding a Child Campaign

Steps:

1. Click the Add button in the Child Campaigns section.
2. Fill in the campaign details.
3. Save the record.

The new campaign will be linked as a child under the current campaign.

Viewing Campaign Hierarchy

For complex structures, visualizing relationships is important.

Steps:

1. Click View Hierarchy.
2. A visual hierarchy of parent and child campaigns will be shown.

This provides a clear view of how campaigns are linked and how each one supports the overall strategy.

Managing Child Campaigns

Managing child campaigns involves updating their details or adjusting how they are linked to the parent campaign.

• Editing a Child Campaign – Use the edit icon to modify campaign details through the modal window and save the changes.
• Removing a Child Campaign Relationship – Use the delete icon to unlink the campaign. This removes only the relationship, while the campaign itself remains unchanged.

Related Opportunities

Overview

The Related Opportunities section provides visibility into all Opportunities that are directly influenced by the campaign.In particular, it shows Opportunities where the campaign is designated as the Primary Campaign Source.

Each opportunity listed includes important details that help evaluate its value and progress:

• Name – The opportunity name, displayed as a clickable link that opens the Opportunity detail view.
• Amount – The total deal value associated with the opportunity.
• Close Date – The expected date when the deal is likely to be closed.
• Expected Revenue – The projected revenue based on probability and deal value.

These fields give a quick snapshot of how each opportunity is performing and its potential contribution to revenue.

How Opportunities Get Linked

Unlike campaign members or child campaigns, opportunities are not manually added from the Related Lists tab.

Rather than being added manually, they are connected automatically through the Primary Campaign Source field.

To link an opportunity to a campaign:

1. Open the Opportunity record.
2. Locate the Primary Campaign Source field.
3. Select the relevant campaign.
4. Save the record.

Once this is done, the opportunity will immediately appear in the Related Opportunities section of that campaign.

This method maintains accurate data and prevents duplicate or incorrect links.

The Related Lists feature in Horilla CRM transforms campaign management into a streamlined and efficient process. Centralizing all associated records, such as campaign members and child campaigns, removes the need for constant navigation between different modules.

Users can easily add, edit, and track campaign members, manage campaign hierarchies, and monitor performance metrics all from a single interface. Combined with automatic updates and structured organization, this feature not only saves time but also improves data accuracy and decision-making.

For anyone managing marketing campaigns, the Related Lists tab is an essential tool that simplifies complexity and provides complete visibility into campaign performance.