Creating a Campaign
A campaign is a marketing activity you run with your partners: a webinar, a trade show, a product launch, an email push. You build it from modules, so a campaign only carries the parts it actually needs.
Where to find it: Click Campaigns in the main navigation, then New Campaign. Requires the Marketing module.
Who can use this: Admins and Partnership Team members.
Create the campaign
Go to Campaigns and click New Campaign.
Enter a campaign title.
The campaign workspace opens with Details and Settings already in place.
Add the rest of the modules you need from Settings, then work through them. Nothing has to be finished in one sitting: a campaign stays in Draft until you set it Live.
The modules
There are nine modules, grouped into four sections in the module picker.
Core
Details: campaign name, type, description, start and end dates. Always present and cannot be removed.
Schedule: date, time, timezone and venue for an event, plus named sessions if it runs over several parts ("Day 1", "Workshop A").
Leads: the leads captured by this campaign.
Marketing
Recipients: who receives the campaign emails.
Email: the emails themselves. Needs the Marketing module and the Recipients module enabled first.
Templates: email templates you share with partners to use in their own marketing. Needs the Marketing module.
Forms: lead capture forms linked to this campaign.
Partners
Partners: which partners can see the campaign in their portal, and which of them receive the leads it captures.
Settings
Settings: add and remove modules, mark the campaign complete, archive it or delete it. Always present.
Recipients and Partners are not the same thing
This trips people up more than anything else in campaigns, so it is worth being precise.
Recipients decides who gets the emails. It is entirely filter-based. You choose partner types, tiers, categories and pipeline stages, and Journeybee works out the matching partners and contacts each time it sends. There is no list of individual partners here.
Partners decides who can see the campaign in their portal, and who receives its leads. This one is a hand-picked list of specific partners.
Adding a partner under Partners does not put them on the email. Matching the filters under Recipients does not make the campaign visible in their portal. If you want both, set both.
Recipients
Under Target Recipients, filter by:
Partner type
Tiers
Categories
Pipeline stages
Leave everything empty to target every partner.
Below the filters, Resolved Recipients shows the result live: how many partners match, and the individual contacts who would be emailed. Check this before you send. It is the only reliable answer to "who is actually going to get this".
Because recipients are resolved at send time, a partner who moves into a matching tier or stage tomorrow is included in tomorrow's send without you touching the campaign.
Send a test first
Pick a Test recipient and click Send test to send yourself or a colleague a single copy. Do this before every real send. It is the fastest way to catch a broken variable or an image that did not load.
Partners
Click Add Partners and search (type at least three characters). For each partner you add, two toggles:
Shared: the campaign appears in that partner's portal.
Share Leads: leads captured by this campaign are shared with that partner.
Share Leads cannot be turned off once it is on. Journeybee asks you to confirm, because the partner will have seen the lead data and there is no way to unsee it. Turn it on deliberately, partner by partner.
Use Select all and the toggle-all controls when a campaign genuinely goes to everyone, but read the warning above before toggling Share Leads across the board.
Sending email
The Email module needs a template, and the template must be set to Live. Build one first in Marketing Email Templates.
A campaign can send more than one email. Click Add email for each send, and give it a label so your team can tell them apart ("Invite", "Reminder", "Thanks for attending"). For each send:
Choose the Template.
Either click Send now, or set a date and click Schedule send.
Sending is confirmed before it happens, and a send that has gone out cannot be undone. A scheduled send can be cancelled and rescheduled up until it fires.
Email statuses
Draft: not scheduled or sent.
Scheduled: waiting for its send time.
Sending: in progress.
Sent: delivered to every recipient.
Partial: some recipients failed. Open the send to see which.
Failed: the send did not go out.
Cancelled: you cancelled it before it fired.
Per recipient you can see pending, sent, delivered, bounced, complained or failed, so a single bad address does not leave you guessing about the whole send.
A note on scheduled sends
Recipients are resolved when the email actually sends, not when you schedule it. If partnerships, contacts or your filters change in between, the final count will differ from the preview. Journeybee warns you about this on the schedule screen.
Templates for partners
The Templates module is different from the email you send yourself. Here you choose which of your Live templates are partner visible, so partners can pick them up and run their own marketing off your artwork and copy.
Only Live templates can be shared. If the list is empty, create and publish a template first.
Forms and leads
Use Forms to link a lead capture form to the campaign, either by creating a new one or linking an existing one. Both hosted and embeddable forms work. Every lead submitted through a linked form is attributed to this campaign automatically. See Embeddable Forms.
The Leads module lists everything the campaign has captured. You can Add Lead by hand, Import a CSV for leads collected offline (a badge scan at an event, for example), and Export CSV to take the list elsewhere.
Going live
A campaign has three states:
Draft: your team only. Partners cannot see it.
Live: visible to the partners you shared it with.
Completed: the activity has finished. Set this from Settings.
Toggle between Draft and Live at the top of the campaign workspace.
From Settings you can also Archive the campaign, which hides it from the active list but keeps everything and can be undone, or Delete it, which cannot.
Troubleshooting
The Email module is not available
It needs two things: the Marketing module enabled for your company, and the Recipients module added to this campaign. Add Recipients first.
No templates to choose from
Only Live templates appear. Open the template and set it Live, or build one in Marketing Email Templates.
A partner did not get the email
Check Resolved Recipients to confirm they match the filters. Adding them under Partners does not put them on the email. Then check the per-recipient status on the send for a bounce or failure.
A partner cannot see the campaign
Check the campaign is Live, that the partner is listed under Partners with Shared on, and that they have a Campaigns room in their portal. See Portal Room Types.
The recipient count changed between scheduling and sending
This is expected. Recipients are resolved at send time, so partners and contacts that changed in between are reflected in the final send.
I cannot turn off Share Leads
Lead sharing is one way by design. Once a partner has had access to the campaign's leads it cannot be revoked from here.
Good to know
Add only the modules you need. An empty module is a page your team has to scroll past every time.
Emails are personalised with partner and contact variables. See Dynamic Content Variables.
Campaign leads flow into your normal Leads list as well as the campaign's own Leads module.
Archive rather than delete when a campaign is over. Archived campaigns keep their leads, sends and reporting.