Campaigns
Campaigns organize a marketing initiative in one record. Use them to connect planning and spend with the Contacts and won Deals the initiative produces.
Campaign lifecycle
Section titled “Campaign lifecycle”Campaigns use four statuses:
- Draft for planning.
- Active while the campaign is running.
- Paused when work is temporarily stopped.
- Completed when the initiative is finished.
The campaign type can be Email, Social Media, Paid Ads, Event, Content, Referral, or Other. The type classifies the initiative; it does not send messages by itself. Use Send for outbound delivery and Ads for synced advertising performance.
Create a campaign
Section titled “Create a campaign”- Open Marketing → Campaigns.
- Click New Campaign.
- Add the name, type, owner, dates, and status.
- Add a source, channel, audience, budget, goal, or expected revenue when they are useful.
- Add UTM source, medium, campaign, content, and term values when links need attribution.
- Save the campaign.
You can clone an existing campaign or save it as a template when the same structure will be reused.
Work from the campaign record
Section titled “Work from the campaign record”The record separates campaign work into focused tabs:
| Tab | Use it for |
|---|---|
| Overview | Review contacts, qualified contacts, won deals, budget, spend, and cost metrics. |
| Contacts | Review contacts attributed to the campaign. |
| Won Deals | Review revenue outcomes connected to those contacts. |
| Creatives | Store campaign assets and move them through review. |
| Budget | Compare planned budget items with actual spend items. |
| Activity | Review activity on the campaign record. |
| Comments | Coordinate with teammates. |
| Synced Ads | Review ads associated through connected ad accounts. |
| Settings | Link external ad accounts and campaign identifiers. |
Creative statuses include Draft, Pending Review, Approved, Rejected, and Revision Requested. Review notes stay with the asset, making the approval decision easier to audit.
Lists, views, and visibility
Section titled “Lists, views, and visibility”Use the All Campaigns, Draft, Active, Paused, and Completed tabs to narrow the list. Saved table views can keep frequently used filters and columns. Where permissions allow, bulk actions can update or delete selected campaigns.
Campaign access follows the workspace’s ownership visibility rules. Users may see all campaigns, campaigns owned by their department, or only their own records depending on configuration.