Campaigns

Journeybee campaigns can be used for sharing lead lists with your partners without them being tracked in linked to your own leads and CRM data.

Basic Use Cases

• Partner Events - associating leads with events you have taken part of with your partners.

• Marketing Initiatives such as podcasts, demonstrations and webinars with your partners.

Creating a Campaign

1. Go to your Journeybee settings -> campaigns

   

2. Click "New Campaign"

   

3. Enter the details of your campaign and also if the leads associated with the campaign should automatically be shared with your partners

4. After creating the campaign, you can open it up and choose whether to assign it to certain tags and/or forms to better capture leads where you expect them to be entered.

5. When a lead is created and associated with a campaign, you will see them listed on your global leads page. You can also choose to sync these leads to your CRM.

   

Note that if you share leads with your partners via a campaign, the leads are duplicated in your partners portal where they have access to them in a private environment and you will not be able to see updates on those leads. Only that you have shared them with your partners. If you want to be updated on leads shared with partners, please see the views "Sent", "Received" and "Resellers" for those use cases.