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Campaign types define the set of member statuses available to any campaign of that type. Every campaign in Conversion must belong to a type.
campaigns_settings_types1

Creating a campaign type

To create a new type, click +New type in the top right and fill in:
FieldDescription
NameA descriptive name for the type (e.g. Webinars, Product Launches).
DescriptionAn optional description of what the type is used for.
Member statusesThe ordered list of statuses that members can progress through.

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 the correct progression order when creating the type.

Success statuses

At least one status must be marked as a success status. 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.

Deleting a status

When you delete a status that already has members assigned to it, you will be prompted to choose another status to move those members to.

Managing a type

To edit or review an existing type, click Manage next to it in the types list. From here you can update the name, description, and member statuses.