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Creating Campaigns

Create and manage marketing campaigns to organize and track your marketing efforts.

Creating a Campaign​

  1. Go to Marketing → Campaigns
  2. Click + New Campaign
  3. Fill in details:
    • Campaign Name
    • Client (optional)
    • Start & End Dates
    • Budget
    • Goals
  4. Click Create

Campaign Types​

TypeUse Case
EmailEmail marketing campaigns
SocialSocial media campaigns
Paid AdsAdvertising campaigns
ContentContent marketing
MixedMulti-channel campaigns

Campaign Details​

Goals​

Set measurable goals:

  • Lead generation targets
  • Conversion goals
  • Traffic objectives
  • Engagement metrics

Budget​

Track spending:

  • Total budget
  • Spent to date
  • Remaining budget

Timeline​

  • Start date
  • End date
  • Milestones

Linking to Projects​

Connect campaigns to projects:

  1. Open the campaign
  2. Click Link to Project
  3. Select project
  4. Activities sync between them