Campaign types define the set of member statuses available to any campaign of that type. Every campaign in Conversion must belong to a type.
Creating a campaign type
To create a new type, click +New type in the top right and fill in:
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.
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.
Deleting a status
A status can only be deleted once no campaign members have it. 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.
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.