Campaigns
What are Campaigns?
Campaigns help you organise and track your marketing efforts, events, and partnership activities. You can create campaigns for trade shows, webinars, product launches, or any collaborative effort with your partners.
What's on the Campaigns Page
Campaign Types
Event: Trade shows, conferences, webinars, and other events
Campaign: Marketing campaigns, product launches, promotional activities
Other: Any other type of campaign or initiative
Campaign Information
Title: Name of your campaign
Type: What kind of campaign it is (event, campaign, or other)
Start Date: When the campaign begins
End Date: When the campaign ends
Venue: Location or platform where it's happening
Tags: Labels to categorise and filter campaigns
Forms: Lead capture forms associated with the campaign
Partners: Which partners are involved in this campaign
Two Types of Campaigns
Owned Campaigns: Campaigns you've created and manage
Partner Campaigns: Campaigns created by your partners that you're involved in
How to Use It
Creating a New Campaign
Click "New Campaign" at the top of the page
Fill in the campaign details:
Title: Give it a clear, descriptive name
Type: Choose event, campaign, or other
Dates: Set start and end dates (optional)
Venue: Add location or platform details
Tags: Add relevant tags for organisation
Forms: Link any lead capture forms
Partners: Add partners who are involved
Click "Create Campaign" to save
Managing Existing Campaigns
Click on any campaign to view and edit details
Update campaign information in the sidebar
Mark campaigns as completed when they're finished
Delete campaigns you no longer need
Working with Partners
Shared Campaigns: Toggle whether partners can see the campaign
Shared Leads: Choose whether to share leads generated from this campaign with partners
Partners can see campaigns they're involved in and contribute to them
Campaign Organisation
Use tags to categorise campaigns (e.g., "Trade Show", "Q1 2024", "Product Launch")
Link forms to track leads generated from each campaign
Set clear start and end dates to track campaign lifecycles
Add venue information for events and physical campaigns
Important Notes
Only Admin and Partnership users can create and manage campaigns
Partners will only see campaigns they're specifically added to
Shared leads will be visible to all partners involved in the campaign
Completed campaigns are marked differently but remain in your list for reference
You can associate multiple forms and tags with each campaign for better tracking
Best Practices
Use consistent naming conventions for your campaigns
Always add relevant tags to make campaigns easy to find
Include partners from the start if it's a collaborative effort
Set realistic start and end dates
Link appropriate lead capture forms to track campaign success
Review and mark campaigns as complete when they finish