Marketing Campaigns
The Campaigns page is the hub for partner marketing. Three tabs cover the three things you work with: the campaigns themselves, the email templates they use, and the leads they bring in.
Where to find it: Click Campaigns in the main navigation. Requires the Marketing module.
Who can use this: Admins and Partnership Team members.
To build a campaign rather than find one, go straight to Creating a Campaign.
Campaigns tab
Every campaign, with its title, status and the modules it uses. Switch between Grid and List layouts depending on whether you want to see artwork or scan a lot of rows.
Search by name to find a campaign, and click any campaign to open its workspace.
Statuses you will see:
Draft: still being built. Partners cannot see it.
Live: running, and visible to the partners it is shared with.
Completed: finished. Set from the campaign's Settings module.
Click New Campaign to start one.
Templates tab
Your marketing email templates, reusable across campaigns. Each shows whether it is Live and whether it is partner visible, meaning partners can use it for their own marketing.
You can search templates and filter out archived ones. Click New Template to build one, which opens the drag-and-drop editor. See Marketing Email Templates.
A template has to be Live before a campaign can send with it, which is the usual reason a campaign's template list comes up empty.
Leads tab
Every lead your campaigns have captured, in one place. Filter by campaign to narrow it down.
Add Lead: enter a lead by hand and attach it to a campaign.
Import: bring in a CSV, which is how most event lists arrive.
Export CSV: take the list out for reporting or to load elsewhere.
These leads also appear in your normal Leads list. The Leads tab here is a campaign-filtered view of the same records, not a separate pool.
What partners see
Partners see a campaign only when all of the following are true:
The campaign is Live.
They are listed in the campaign's Partners module with Shared switched on.
They have a Campaigns room in their portal. See Portal Room Types.
In their portal they see the campaign details, any templates you marked partner visible, and, if you enabled lead sharing for them, the leads the campaign captured.
Troubleshooting
The Campaigns page is missing
Campaigns need the Marketing module. Contact Journeybee support to have it enabled.
A campaign has disappeared from the list
It has probably been archived. Archived campaigns are hidden from the active list but keep all their leads, sends and reporting, and can be restored.
A template will not appear in a campaign
Only Live templates can be selected. Open the template and set it Live.
Good to know
Archive rather than delete. Archiving is reversible and keeps your reporting intact, and deleting is permanent.
Emails are personalised per partner and contact. See Dynamic Content Variables.
Campaign performance appears alongside your other reporting. See Revenue and Leads Analytics.