Campaigns

Campaigns help you organize and track marketing initiatives that generate Contacts. Manage budgets, creatives, ad accounts, and UTM tracking in one place.

Overview

A campaign represents a marketing effort designed to attract potential customers. Campaigns support multi-currency budgets, creative asset management with approval workflows, line-item budget tracking, ad account integrations, UTM parameters for attribution, and campaign templates. Campaigns can be linked to contact sources and channels for end-to-end attribution.

Related Modules:

Contacts - Contacts generated by campaigns
Segments - Saved audiences for campaigns
Ads - Paid advertising performance
Reports - Campaign analytics
Settings - Contact sources and channels configuration

Campaign Fields

Core Information

Field	Description	Required
Name	Campaign name	Yes
Description	Campaign details	No
Notes	Additional notes	No
Status	Draft, Active, Paused, or Completed	Yes
Type	Campaign type classification	Yes
Start Date	When campaign begins	No
End Date	When campaign ends	No
Audience	Target audience description	No
Owner	Assigned team member	No
Color	Display color for visual identification	No

Financial Details

Field	Description
Budget	Allocated budget amount
Spent	Amount spent so far
Expected Revenue	Revenue goal
Currency	Campaign currency (default: USD)
Base Currency	Organization reporting currency
Exchange Rate	Conversion rate to base currency
Base Budget	Budget in base currency
Base Spent	Spent in base currency

Goals

Field	Description
Goal Type	Type of goal (e.g., contacts, revenue, conversions)
Goal Value	Numeric target for the goal

Attribution

Field	Description
Source	Linked contact source
Channel	Linked contact channel
External ID	External system reference ID

UTM Tracking

Track campaign attribution with UTM parameters:

Field	Description
UTM Source	Traffic source (e.g., google, newsletter)
UTM Medium	Marketing medium (e.g., cpc, email, social)
UTM Campaign	Campaign identifier
UTM Content	Ad/link variation for A/B testing
UTM Term	Paid search keywords

Campaign Types

Type	Description
Email	Email marketing campaigns
Social Media	Social platform campaigns
Paid Ads	Paid advertising (PPC, display)
Event	Trade shows, webinars, conferences
Content	Content marketing initiatives
Referral	Referral programs
Other	Other campaign types

Campaign Status

Status	Description
Draft	Being planned, not yet launched
Active	Currently running
Paused	Temporarily stopped
Completed	Finished

Creatives

Campaign creatives are marketing assets (images, videos, copy) with a built-in approval workflow.

Creative Fields

Field	Description
Name	Creative name
Description	Creative details
Type	Image, Video, Document, Copy, Banner, or Ad Copy
Status	Draft, Pending Review, Approved, Rejected, or Revision Requested
Platform	Target platform (e.g., Facebook, Google)
Content	Creative content/copy
Metadata	Additional JSON metadata
Sort Order	Display ordering
Created By	User who created the creative

Creative Approval Workflow

Status	Description
Draft	Being created
Pending Review	Submitted for approval
Approved	Approved by reviewer
Rejected	Rejected by reviewer
Revision Requested	Changes needed before approval

Each creative tracks the reviewer, review date, and review notes.

Creative Types

Type	Description
Image	Static image assets
Video	Video content
Document	PDF or document assets
Copy	Text/copywriting
Banner	Display banner ads
Ad Copy	Advertising copy

Budget Items

Track campaign spending with line-item budget and spend entries.

Budget Item Fields

Field	Description
Type	”budget” (planned) or “spend” (actual)
Name	Item description
Amount	Dollar amount
Currency	Item currency
Category	Spending category
Date	Date of the budget/spend entry
Notes	Additional notes
Created By	User who created the entry

Budget items allow granular tracking of where money is allocated vs. actually spent.

Ad Accounts

Link external advertising platform accounts to campaigns for future integration.

Ad Account Fields

Field	Description
Platform	Ad platform (e.g., Google Ads, Facebook Ads)
External Account ID	Account ID on the ad platform
External Campaign ID	Campaign ID on the ad platform
Status	Connection status (default: not_connected)
Last Sync At	Last data synchronization timestamp
Sync Metadata	Additional sync data (JSON)

Campaign Templates

Save campaigns as reusable templates:

Set isTemplate: true to mark a campaign as a template
Give it a templateName for easy identification
Use templates to quickly create new campaigns with pre-filled settings

Working with Campaigns

Creating a Campaign

Navigate to Campaigns in the sidebar
Click New Campaign
Enter campaign name and type
Set dates, budget, and currency
Configure UTM parameters if needed
Add description and audience
Click Create

Managing Creatives

Open a campaign
Go to the Creatives tab
Click Add Creative
Upload or create the asset
Set type and platform
Submit for review when ready
Reviewer approves, rejects, or requests revisions

Tracking Budget

Open a campaign
Go to the Budget tab
Add budget items (planned allocations)
Add spend items (actual expenses)
Compare planned vs. actual spending

Contact Attribution

When creating or editing a contact:

Select the Campaign source
The contact is attributed to that campaign
Campaign performance metrics update automatically

Multi-Currency Support

Campaigns support multi-currency:

Select any currency when creating the campaign
Exchange rate converts to your organization’s base currency
Budget and spent amounts calculated in both currencies
Base currency amounts used for unified reporting

Data Visibility

Campaign visibility is scoped by ownership (same as contacts/deals):

All — see all campaigns
Department — see department members’ campaigns
Own — see only your campaigns
Unowned campaigns are visible to everyone

Campaign Metrics

Contact Lifecycle Metrics

Total contacts from campaign
Contact status breakdown
Conversion rate to deals

Financial Metrics

Budget allocated vs. spent
Cost per contact
Revenue generated from converted deals
Return on investment (ROI)

ROI Calculation

ROI = (Revenue - Cost) / Cost × 100%

Best Practices

Set clear goals — define goal type and value for measurement
Use UTM parameters — enable accurate attribution tracking
Track budget granularly — use budget items for detailed spending analysis
Manage creatives — use the approval workflow to maintain quality
Link to sources — connect campaigns to contact sources and channels
Review regularly — monitor performance and adjust spending
Use templates — save successful campaign structures for reuse

See Also:

Contacts - Campaign-generated contacts
Reports - Campaign analytics
Settings - Contact sources and channels