Campaign types define the set of member statuses available to any campaign of that type. Every campaign in Conversion must belong to a type. Manage them on the Types tab of Settings → Campaigns.
Creating a campaign type
To create a new type, click New in the top right and fill in:
Click Create once the type has a name, at least one status, and at least one success status.
Member statuses
Statuses represent the stages a member moves through within a campaign. For example, Invited → Registered → Attended.
Ordering
Statuses are ordered sequentially. In automated contexts like workflows, members can only move forward through the list. However, an individual member’s status can be manually changed to a prior status if needed. Define your statuses in progression order. You can drag a status by its handle to reorder it, both while creating a type and later.
Success statuses
At least one status must be marked as a success status, using the check icon next to it. A success status indicates that the member has meaningfully engaged with the campaign (e.g. Attended, Converted).
Success statuses refer to the member’s engagement with the campaign, not the success of the campaign itself.
Hidden statuses
A status can be hidden to retire it without losing history, using the eye button next to it. Hidden statuses stay listed here in the type’s settings, and members already on one keep showing it — as do workflow nodes that already point at it. What changes is that a hidden status is no longer offered as a choice when switching a member’s status, either manually or in a workflow. Click the eye button again at any time to bring the status back as an option.
Status meanings
Field event types carry one more setting per status: a meaning. Meanings are how Cvent, Luma, and Splash know which of your statuses to write to, since you can name the statuses anything. The meanings are Registered, Waitlisted, Attended, No Show, and optionally Pending Approval; each can be assigned to one status at a time, and reassigning one moves it off the status that had it.
A field event type must map the first four before an event of that type can be connected to a platform. Statuses without a meaning are yours alone; integrations never move members onto or off them. See Field Event Members.
Deleting a status
A status can only be deleted once no campaign members have it, across every campaign of the type. The delete dialog shows how many members are still on the status and blocks the deletion until that count is zero. To retire a status that is still in use, hide it instead. A type must always keep at least one status.
Managing a type
Each type in the list shows an icon for its kind (hover to see it: Custom campaign, Field event, Webinar, or Blast), its name, and its description. Use the search box to find a type by name.
To edit a type, open its options menu and choose Edit. From here you can update the name, description, and member statuses. Changes to statuses save as you make them; click Save to apply name and description changes.
Custom campaign and field event types are the ones you create, and you can edit, archive, or delete them. Webinar and blast types are managed by Conversion. You can open them to review their statuses, but they can’t be changed, archived, or deleted.
Archiving a type
Archived campaign types cannot be used to create new campaigns. To archive a type, open its options menu and choose Archive, then Confirm and archive. Switch the list to Archived to see archived types, and choose Unarchive from the options menu when you need one again.
Deleting a type
To delete a type, open its options menu and choose Delete. A type can only be deleted once no campaigns use it (or no field events, for a field event type). The dialog shows the count and blocks deletion until it’s zero. Type the type’s name to confirm.
Deleting a campaign type cannot be undone. Archive it instead if you might need it again.
