Why use campaigns
- Revenue attribution. Tie emails, forms, and workflows to a single campaign so you can measure what drove pipeline and revenue.
- Program consolidation. Keep every asset for an effort together, such as the invitation email, registration form, and follow-up workflow.
- Asset duplication. When you run similar programs repeatedly, duplicate a campaign to get a ready-made set of assets.
Types of campaign
Shared concepts
Every campaign works the same way in these respects, whatever its type.Members
Members are the contacts on the campaign. Each one has a status that tracks their progression. See Members.Assets
Emails, forms, workflows, and files can live inside a campaign, which is what lets them reference the campaign’s tokens and member fields. See Assets.Tokens
Tokens are reusable values, such as an event date or a registration URL, that apply across every asset in the campaign. See Tokens.Salesforce sync
Link a campaign to a Salesforce campaign to keep members and statuses aligned in both systems. See Salesforce Sync.Campaigns and webinars can be created from the sidebar or inside a folder. A campaign cannot be nested inside another campaign or a webinar.