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A custom campaign is the general-purpose campaign type: you choose its member statuses and what they mean. Use one for a product launch, a field event, a content program, or anything else that isn’t a webinar.

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Creating a campaign

You can create a campaign from the sidebar or from within a folder. When creating a campaign, you choose:
  • Name, a descriptive name for the campaign.
  • Type, the campaign type that defines the member statuses available. The type you choose determines how contacts progress through the campaign.
  • Salesforce sync, optionally connecting the campaign to a Salesforce campaign. See Salesforce Sync for the available options.
A campaign cannot be nested inside another campaign.

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Member statuses

Unlike system campaign types such as webinars, a custom campaign’s statuses are yours to define. They live on the campaign type, so every campaign of that type shares the same set. Create and edit types in Campaign Settings > Types, where you set the status names, their order, and which of them count as success statuses. See Members for how statuses behave once contacts are on the campaign.
Define your statuses in progression order when you create the type. Members move forward through the list in workflows, so the order determines what automation can do.

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Next steps

  • Members to add contacts and track their progression.
  • Assets to build the emails, forms, and workflows for the campaign.
  • Tokens to set reusable values used across those assets.
  • Salesforce Sync to mirror the campaign to your CRM.