Why use campaigns
- Revenue attribution. Tie emails, forms, and workflows to a single campaign so you can measure what drove pipeline and revenue.
- Event and webinar consolidation. Keep every asset for an event in one place such as the invitation email, registration form, follow-up workflow, and more.
- Asset duplication. When you run similar programs repeatedly, duplicate a campaign to get a ready-made set of assets.
Creating a campaign
You can create a new 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 connect the campaign to a Salesforce campaign. See Salesforce Sync for full details on the available options.
Campaigns can also be created inside the Folders section of the sidebar. A campaign cannot be nested inside another campaign.
Key concepts
Members
Members are the contacts enrolled in a campaign. Each member has a status that tracks their progression. See Members for details on adding and managing members.Assets
You can add assets inside a campaign. Supported asset types:| Asset type | Description |
|---|---|
| Blast emails and workflow emails. | |
| Form | Embedded or external lead capture forms. |
| Workflow | Automated sequences of actions triggered by contact behavior. |