Create a campaign
How to view campaigns:
In the left menu, go to Marketing → Campaigns.
A table with campaign overviews will appear in the main window.
- Open – ongoing campaigns.
- Closed – finished campaigns.
- All – all campaigns.
How to add a new campaign:
1
Click on Campaigns section.
2
Click the orange button
3
Fill in the basic information:
A form will open where you fill in:
- Name (required) - campaign name.
- Target audience - the group you want to reach.
- Goal - campaign objective (e.g., number of registrations, sales).
- Mail account & template - email account and template used for sending.
- Manager - responsible person.
- Workflow step - current stage of the campaign (Preparation, Analysis…).
- Approved / Closed - campaign status.
4
Click the orange button
How to manage a campaign:
When you open a campaign, you’ll see a detail view with multiple tabs:
- Campaign – basic data and parameters.
- Add recipients from contacts – add recipients from your contact list.
- Tasks – related tasks with estimated time and status.
- Launch – start the campaign (send a test email or launch live sending).
- Leads – leads assigned to the campaign, tracked throughout its duration.
Additional options:
From the campaign table, via the gear icon, you can:
- Export data to CSV.
- Import data from CSV.
- Select which columns should be displayed.
Tips
- Always send a test email via the Launch tab before starting a campaign.
- Use UTM parameters to track campaign performance in analytics tools.
- Regularly monitor the workflow step and keep the campaign status updated.
Common mistakes
Template not assigned → the campaign can’t be sent.
Incorrect or empty target audience → the campaign won’t reach the right recipients.
Unapproved campaign (Approved = NO) → sending may be blocked.
Summary
| Topic | Summary |
|---|---|
| What Are Campaigns | Campaigns = management of marketing campaigns (emails, tasks, recipients, leads). |
| Creating a Campaign | Add a new campaign via + Add Campaign. |
| Filtering Campaigns | Campaigns can be filtered by status (Open / Closed / All). |
| Tracking Campaign Results | Results are tracked through linked leads and workflow stages. |