A campaign groups customers and marketing emails around a single marketing effort.
Before you start
Marketing is not governed by permission groups. Any member of an organization with the Marketing module enabled can create, view, and edit campaigns.
The Campaigns list
Open Marketing > Campaigns.
| Column | Notes |
|---|---|
| Id | The last 8 characters of the campaign's internal ID. Links to its profile. |
| Campaign name | The campaign's name. Also links to the profile. |
| Category | The campaign's category, if set. |
| Status | The campaign's status. |
| Created on | When the campaign was created. |
Sort defaults to the Status column, descending. The toolbar shows a Create icon.
Create a campaign
- From the list, select the Create icon.
- Enter a Campaign name.
- Optionally choose a Category.
- Optionally set the Start date and End date.
- Optionally enter a Budget allocation.
- Optionally enter Description and notes.
- Submit the form.
| Field | Required | What to enter |
|---|---|---|
| Campaign name | Yes | Up to 255 characters. |
| Category | No | Pick from your organization's campaign categories. |
| Start date | No | When the campaign starts. |
| End date | No | When the campaign ends. |
| Budget allocation | No | A number, to two decimal places. |
| Description and notes | No | Free text. |
What happens when you save
On success, you see a toast reading "Your campaign has been saved successfully" and you're taken to the campaign's profile. A 422 validation error shows inline under the affected fields with a "Check your records before submitting this form again." toast; any other failure shows the error in a dialog.
Edit a campaign
Open the campaign and select Edit. The same fields as Create are shown, pre-filled. On success, you see a toast reading "Your campaign has been edited successfully".
The campaign profile
Shows the campaign's Name, Category, and Status with an Edit link, then Description, Budget allocation, Start date, and End date.
Add customers to a campaign
- From the campaign's profile, select Add customers.
- In the window that opens, check every customer you want to add — the list shows every customer in your organization.
- Select Save.
On success, you see a toast reading "Customers added to this campaign". The campaign's Customers table (Name | Mobile | Email) then shows the customers you added; the table only appears once at least one customer has been added.
Create a campaign email
- From the campaign's profile, select Create email.
- Enter a Name and a Subject.
- Optionally set Send at and a Delay (in days), and enter a Description.
- Select Save.
On success, you see a toast reading "Email resource created". The campaign's Campaign resources table (Name — links to the resource's own profile — | Subject | Send at | Delay) then shows the email; the table only appears once at least one resource has been added. The same email is also listed on Emails & Resources.
Current limitations
- There is no Delete control for campaigns.