Campaigns
A campaign keeps everything about one marketing initiative in a single record. Use it to connect planning and spend with the Contacts and won Deals the initiative brings in.
Campaigns, Send, Segments, Ads, and Forms are part of the Marketing add-on. See Plans & Add-ons.
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 only classifies the campaign; it doesn’t send anything. Use Send to message contacts and Ads for synced ad performance.
Create a campaign
Section titled “Create a campaign”- Open Marketing → Campaigns.
- Click New Campaign. If your workspace has campaign templates, you can start from one instead of from scratch.
- Add the name, type, owner, dates, and status.
- Add a source, channel, audience, budget, goal, or expected revenue if useful.
- Add UTM source, medium, campaign, content, and term values if links need tracking.
- Save the campaign.
To reuse a campaign’s setup, open it and click Clone.
How contacts are linked
Section titled “How contacts are linked”Contacts are linked to a campaign when:
- a Form submission carries a
utm_campaignvalue that matches the campaign’s UTM campaign; - a synced ad lead form brings in a contact, and the form mapping or the ad is linked to the campaign (see Ads);
- someone sets the campaign on the contact by hand.
If a contact is linked again later, the newest campaign wins. The Won Deals tab shows won deals from those contacts, plus deals linked to the campaign directly.
Work from the campaign record
Section titled “Work from the campaign record”The record splits campaign work into tabs:
| Tab | Use it for |
|---|---|
| Overview | Contacts, qualified contacts, won deals, budget, spend, and cost per contact, qualified contact, and converted contact. |
| Contacts | Contacts linked to the campaign. Select them to edit, assign, or delete them, move them to another campaign, or remove them from this one. |
| Won Deals | Revenue from those contacts. |
| Creatives | Store campaign assets and move them through review. |
| Budget | Compare planned budget items with actual spend. |
| Activity | The campaign’s timeline. |
| Comments | Coordinate with teammates. |
| Synced ads | Ads from connected ad accounts that belong to this campaign. |
| Settings | Link ad accounts and external campaign IDs. |
Creative statuses are Draft, Pending Review, Approved, Rejected, and Revision Requested. Review notes stay with the asset, so you can see why it was approved or sent back.
Qualified and converted use the same definitions as Ads.
Lists, views, and visibility
Section titled “Lists, views, and visibility”Use the All campaigns, Draft, Active, Paused, and Completed tabs to narrow the list, and save table views for filters and columns you use often. Select campaigns to bulk-edit, assign, create tasks, or delete, where your permissions allow.
Campaign access follows your workspace’s visibility rules. Depending on setup, you may see all campaigns, your department’s campaigns, or only your own.