Marketing Campaigns

Create and manage marketing email campaigns to engage your partner network. Build targeted campaigns, schedule email sends, track analytics, and capture leads all in one place.

Overview

Marketing campaigns let you:

• Send scheduled bulk emails to filtered partner audiences

• Create multi-email sequences within a single campaign

• Target partners by tier, category, stage, or type

• Track opens, clicks, bounces, and complaints

• Share campaigns and templates with partners

• Capture leads through campaign forms

• Manage campaign schedules and sessions

Before you start: You must first create email templates before you can send campaign emails. Templates are the foundation of all marketing emails.

Prerequisites

• The Marketing Module must be enabled for your account

• At least one email template must be created and published

• You must have an Admin or Partnership Manager role

Accessing Campaigns

1. Click Campaigns in the left sidebar

2. The Campaigns page has three tabs:

   • Campaigns - Manage all campaigns

   • Templates - Create email templates

   • Leads - View leads across all campaigns

Creating a Campaign

Step 1: Create and Name

1. Click New Campaign on the Campaigns page

2. You're taken to the campaign editor with the Details module open

3. Fill in the campaign details (see below)

Step 2: Configure Campaign Details

In the Details module:

Tip: Use clear, descriptive names. Partners see this name in their portal.

Step 3: Enable Required Modules

Click the module picker (☰) in the left sidebar to enable modules. Modules are organized into sections and show visual indicators for their status.

Module Visual States

• Enabled modules: Solid border, displayed in the main editor

• Disabled modules: Dashed border, greyed out appearance

• Prerequisite blocked: Module is greyed out and cannot be enabled until prerequisites are met

• Section headers: Modules are grouped into Core, Marketing, and Settings sections

Module Prerequisites and Dependencies

Some modules require other modules to be enabled first. The UI enforces these prerequisites:

• If you try to enable Email without Recipients, it will remain disabled

• When you enable Recipients, the Email module automatically becomes available

• If you disable Recipients, the Email module is automatically disabled as well

Core Modules

Additional Modules

Tip: Hover over a greyed-out module to see what prerequisites are needed to enable it.

Targeting Your Audience

The Recipients module controls who receives your campaign emails.

Filter Options

1. Partner Type Filter

If your account uses multiple partner types:

• Referral - Referral partners

• Reseller - Reseller partners

• Distributor - Distributor partners

Check or uncheck types to include or exclude them. At least one type must be selected.

Important: Switching partner types clears all tier, category, and stage selections. This prevents mismatched filters (e.g., a tier that doesn't exist for the newly selected partner type). You'll need to reselect tiers, categories, and stages after changing partner types.

2. Tier Filter

1. Click the Tier dropdown

2. Select one or more tiers

3. Selected tiers appear as badges below

4. Click the X on a badge to remove that tier

3. Category Filter

1. Click the Category dropdown

2. Select one or more categories

3. Works the same as tier filters

4. Stage Filter

1. Click the Stage dropdown

2. Select one or more pipeline stages

3. Only non-archived stages appear

5. Specific Partners

1. Use the partner search field

2. Type partner name and select from results

3. Added partners are included regardless of other filters

Pro tip: Combine filters for precise targeting. For example: "Gold tier + Technology category + Active stage".

Recipients Preview

The bottom of the Recipients module shows a detailed preview of who will receive your campaign emails.

What You'll See

• Total matching partners: Count of partners meeting your filter criteria

• Partner preview cards: First few matching partners showing:

  • Company logo (if uploaded)

  • Company name

  • Number of contacts at that partner

• Expandable recipient details: Click to view full table of all recipients

Recipient Details Table

Click View All Recipients to expand a detailed table showing:

Color coding in table:

• Green checkmarks: Positive engagement (opened, clicked)

• ⚠️ Yellow warning: Suppressed email (won't receive campaign)

• Red indicators: Failed deliveries or bounces

Troubleshooting Preview

If preview shows 0 matches:

1. Remove filters one at a time to find the issue

2. Check that selected tiers/categories have active partners

3. Verify at least one partner type is selected

4. Confirm partners aren't all archived

If preview shows high suppressed count:

1. Review your suppression list (contact support)

2. Consider why contacts unsubscribed or bounced

3. Update your audience filters to target engaged contacts

If no filters are set: The campaign targets all active partners in your account.

Sending Campaign Emails

The Email module is where you configure and send bulk marketing emails.

Creating an Email Send

1. Enable the Email module (requires Recipients module first)

2. Click Add Send if creating an additional send

3. Configure the send settings (see below)

Email Send Configuration

Sending Options

Send Now:

1. Click Send Now button

2. A confirmation modal appears showing:

   • Active Recipients: Count of contacts who will receive the email

   • Suppressed Recipients: Count of contacts who are blocked (with ⚠️ warning icon)

   • Warning: If no active recipients exist, you cannot proceed

3. Review the recipient counts carefully

4. Click Confirm to send

5. Email is immediately queued for delivery

Schedule for Later:

1. Set a date and time using the date picker

2. Click Schedule button

3. A confirmation modal appears showing:

   • Active Recipients: Count of contacts who will receive the email

   • Suppressed Recipients: Count of contacts who are blocked (with ⚠️ warning icon)

   • Scheduled Time: Confirms the date and time

4. Review the information

5. Click Confirm to schedule

6. Email will be sent automatically at the specified time

Important: The confirmation modal is your last chance to verify recipient counts before sending. Always check:

• Active recipients count matches your expectations

• Suppressed recipients count (if high, investigate why)

• Template and audience targeting are correct

Multiple Email Sends

Create email sequences within a single campaign:

1. Click Add Send button (located at the bottom of the Email module)

2. A new email send is added to the list

3. Configure template, label, and schedule for the new send

4. Each send appears as a separate card in the Email module

5. Each send is tracked independently with its own status badge

Managing Multiple Sends:

• Editing: Click on any send card to modify its settings

• Deleting: Click the trash icon on a send card (only available for Draft status)

• Reordering: Sends are displayed in the order they were created

• Navigation: Scroll through the list of sends if you have many

Example sequence:

• Send 1: "Save the Date" (immediate) - Draft status

• Send 2: "One Week Reminder" (scheduled for next week) - Scheduled status

• Send 3: "Last Chance" (scheduled for 1 day before event) - Scheduled status

Email Send Statuses

Each email send displays a status badge with color coding for quick identification:

Tip: Use the color coding to quickly scan the status of multiple sends in a campaign. Green = success, Red = needs attention, Blue = pending delivery.

Cancelling a Scheduled Email

Only emails with "Scheduled" status can be cancelled.

1. Find the email send with "Scheduled" badge

2. Click Cancel button

3. Confirm cancellation

Once cancelled, the email will not be sent. You cannot undo a cancellation.

Campaign Analytics

After sending emails, track engagement in real time.

Viewing Analytics

Analytics appear automatically after the first email is sent. The analytics panel shows:

Understanding the metrics:

• Unique opens: Counts each recipient once, even if they open multiple times

• Unique clicks: Counts each recipient once, even if they click multiple links

• Total opens/clicks: Available in detailed analytics (counts every action)

Tracking Limitations and Expectations

Email tracking relies on invisible pixels and link tracking, which have some limitations:

Open Tracking Limitations:

• Email clients with images disabled: Opens won't be tracked if images are blocked

• Apple Mail Privacy Protection: May show inflated or inaccurate open rates

• Text-only email clients: Cannot track opens in plain-text email views

• Privacy-focused email clients: Some clients block tracking pixels entirely

Realistic Benchmarks:

• Open rates: Industry average is 20-30% for B2B marketing emails

• Click rates: Industry average is 2-5% for B2B marketing emails

• If your open rate is lower, it may be due to tracking limitations, not poor engagement

What's Still Tracked:

• Bounces: Always accurate (email server responses)

• Spam complaints: Always accurate (recipient actions)

• Clicks: Generally accurate (unless links are scanned by security tools)

Tip: Use click rates as a more reliable engagement metric than open rates.

Recipient-Level Details

Click Recipient Details to expand the engagement table:

• Recipient Name - Contact name

• Email Address - Recipient email

• Status - Delivery status (Sent, Bounced, Failed)

• Opened - ✓ if opened (subject to tracking limitations above)

• Clicked - ✓ if clicked a link

Export tip: You can export this data for further analysis or reporting.

Managing Campaign Templates

The Templates module lets you control which templates partners can preview.

Toggling Partner Visibility

1. Open the campaign

2. Go to Templates module

3. Find the template in the list

4. Toggle Partner Visible on or off

When enabled:

• Partners can preview the template in their portal

• Template appears in the campaign's Templates tab

• Partners see template name, subject, and full preview

When disabled:

• Template is hidden from partners

• Only admins can see the template in the campaign

Use case: Show partners what emails you're sending on their behalf for transparency and co-marketing alignment.

Campaign Schedule Module

The Schedule module manages event sessions and dates.

Adding Sessions

1. Enable the Schedule module

2. Click Add Session

3. Configure session details:

Multiple Sessions

Create multi-day or multi-session events:

• Webinar series with multiple dates

• Conference with morning/afternoon tracks

• Training programs with weekly sessions

Each session is listed separately in the partner portal.

Campaign Partners Module

The Partners module controls which partners can view the campaign and whether they can see shared leads.

Adding Partners to a Campaign

1. Enable the Partners module

2. Click Add Partner

3. Search for and select partners

4. Configure sharing options (see below)

Sharing Options

For each partner, set:

Important: Once lead sharing is enabled for a partner, it cannot be disabled. This prevents data access issues.

Bulk Sharing

• Share All button: Enable "Shared" for all partners at once

• Share Leads All button: Enable lead sharing for all partners at once

Use case: Quickly share a public webinar campaign with your entire partner network.

Campaign Forms Module

The Forms module manages lead capture forms linked to campaigns. Forms allow you to collect leads from external sources and automatically add them to your campaign.

Creating a New Form

1. Enable the Forms module

2. Click New Form

3. The form editor opens in a right sidebar

4. Configure the form (see Form Configuration below)

5. Set form to Published when ready to accept submissions

Linking an Existing Form

1. Use the Link Existing Form dropdown at the bottom of the Forms module

2. Select an unlinked campaign form from the list

3. The form is now associated with this campaign

4. Submissions to that form will create leads in this campaign

Form Configuration

When creating or editing a form, you'll configure:

Basic Settings

• Form Name: Internal name (shown to partners and in analytics)

• Form Type: Hosted (standalone page) or Embed (widget code)

• Status: Draft or Published (only published forms accept submissions)

Form Fields

Add fields to collect information from leads:

• Pre-built fields: First Name, Last Name, Email, Phone, Company

• Custom fields: Add your own text fields, dropdowns, or checkboxes

• Required vs Optional: Mark fields as required for validation

• Field labels: Customize the label text shown to users

Form Behavior

• Thank You Message: Message shown after successful submission

• Redirect URL (optional): Redirect users to a page after submission

• Submit Button Text: Customize the button text (default: "Submit")

Form Types

Hosted Forms:

• Standalone web page hosted by Journeybee

• Unique URL for each form (e.g., https://forms.journeybee.io/abc123)

• Share the URL with partners or include in emails

• Partners can link to the form from their websites or communications

• Mobile-responsive and branded with your company logo

Embed Forms:

• JavaScript widget that can be embedded in external websites

• Copy the embed code snippet

• Paste the code into any webpage's HTML

• Form appears inline on the partner's website

• Matches the styling of the surrounding page

• Form submissions automatically create leads in Journeybee

Form Submissions and Lead Creation

When someone submits a form:

1. Form data is validated (required fields checked)

2. A new lead is created in the campaign's Leads module

3. Lead receives the submitted data (name, email, etc.)

4. Thank you message is displayed (or user is redirected)

5. Lead appears immediately in the campaign's Leads list

Lead matching: If a lead with the same email already exists in the campaign, the existing lead is updated rather than creating a duplicate.

Publishing and Sharing Forms

Publishing Workflow:

1. Create and configure the form

2. Toggle Published to make the form live

3. Copy the hosted URL or embed code

4. Share with partners or embed on websites

5. Monitor submissions in the Leads module

In the Partner Portal:

Partners see forms you've shared with them:

• Form name, type (Hosted/Embed), and status

• Copy URL button for hosted forms

• Copy Embed Code button for embed forms

• Preview of the form (if hosted type)

Form Analytics

View form performance in the Leads module:

• Total submissions: Count of leads captured via the form

• Conversion rate: Submissions vs form views (hosted forms only)

• Source tracking: See which forms contributed leads

Partner Portal Campaign View

Partners see campaigns you've shared with them through their Partner Portal.

What Partners See

Campaign List

• Campaign name and type

• Start and end dates

• Completion status

• Campaign tags

Campaign Detail Page

Partners see a tabbed interface with enabled modules:

Note: Partners cannot see:

• Recipients module (audience targeting)

• Settings module

• Email addresses of other partners

• Campaign analytics

Suppressed Emails and Unsubscribe Management

Journeybee automatically manages email suppressions to ensure compliance and protect your sender reputation.

What Are Suppressed Emails?

Suppressed emails are email addresses that will not receive marketing campaign emails from your company. An email can be suppressed for several reasons:

• Unsubscribed: The recipient clicked the unsubscribe link in a previous email

• Hard bounce: The email address is invalid or no longer exists

• Spam complaint: The recipient marked your email as spam

• Manual suppression: Your team manually added the email to the suppression list

How Suppression Works

1. Every marketing email includes an unsubscribe link in the footer

2. Recipients click the link and confirm unsubscribe

3. Their email is added to your company's suppression list

4. Future campaign emails automatically skip suppressed addresses

5. Hard bounces and spam complaints are automatically added to the suppression list

Suppression Indicators in the UI

When creating or reviewing campaigns, you'll see suppression indicators:

Recipients Module Preview:

• Shows count of matching partners

• If contacts have suppressed emails, a warning appears

Email Send Confirmation Modal:

• Active Recipients: Count of contacts who will receive the email

• Suppressed Recipients: Count of contacts who are blocked (shows ⚠️ warning icon)

• If all recipients are suppressed, a warning prevents sending

Recipient Details Table:

• Suppressed contacts display with a ⚠️ warning icon next to their email

• Status column shows why the email is suppressed (Unsubscribed, Bounced, etc.)

What Happens After Suppression

• Partner relationship: Unaffected. Partners remain in your account.

• System emails: Unaffected. Portal invites, password resets, and notifications still work.

• Marketing emails: Blocked. They will not receive any future campaign emails from you.

• Scope: Company-specific. If the contact is a partner with other companies, only your emails are blocked.

Managing the Suppression List

Viewing suppressed emails: Contact support for a list of suppressed emails in your account.

Important: Suppression applies to all campaigns. A contact suppressed in one campaign will not receive emails from any campaign you send.

Troubleshooting

Email send failed

Problem: Email shows "Failed" status.

Solution:

1. Verify the template is still published (Live toggle is ON)

2. Check that Recipients module has matching partners

3. Ensure targeted partners have valid email addresses

4. Review error message in send details

5. Contact support if issue persists

Cannot enable Email module

Problem: Email module is greyed out or shows error.

Solution: Enable the Recipients module first. Email requires Recipients to be enabled.

No matching partners in Recipients preview

Problem: Preview shows 0 partners.

Solution:

1. Remove filters one at a time to find the blocker

2. Verify selected tiers/categories have active partners

3. Check that at least one partner type is selected

4. Confirm partners aren't all archived

Cannot cancel scheduled email

Problem: Cancel button is unavailable.

Solution: You can only cancel emails with "Scheduled" status. Emails that are sending, sent, or in draft cannot be cancelled.

Partners cannot see my campaign

Problem: Partner reports campaign is not visible in portal.

Solution:

1. Go to Partners module in the campaign

2. Verify partner is added to the campaign

3. Ensure "Shared" toggle is enabled for that partner

4. Confirm campaign is not archived

Recipient Details shows no data

Problem: Analytics show sent emails but Recipient Details is empty.

Solution: This data populates after email delivery. Wait 5-10 minutes after send completes, then refresh. If still empty, contact support.

Best Practices

1. Test with a small group first: Target a tier or specific partners for initial sends to verify everything works correctly.

2. Schedule during business hours: Partners are more likely to engage with emails sent during their local business hours.

3. Use clear campaign names: Partners see campaign names in their portal. Make them descriptive and professional.

4. Set start and end dates: Helps with organisation and shows partners the campaign timeline.

5. Monitor analytics after sending: Check open and click rates within the first hour to catch any issues early.

6. Create multi-email sequences: Use multiple sends for better engagement (announcement → reminder → last chance).

7. Enable lead sharing strategically: Only share leads with partners who are actively working them. Lead sharing cannot be disabled once enabled.

8. Tag your campaigns: Use tags for organisation, reporting, and filtering (e.g., "Q1-2024", "Webinar", "Product-Launch").

9. Preview templates before sending: Always preview templates in both desktop and mobile views before adding them to a campaign.

Archiving Campaigns

You can archive campaigns that are no longer active to keep your campaigns list organized.

How to Archive

1. Open the campaign

2. Click the ⋯ menu in the campaign header

3. Select Archive

4. Confirm the action

What Happens When You Archive

• The campaign is hidden from the default campaigns list

• Archived campaigns can be viewed using the Show Archived filter

• All scheduled email sends are automatically cancelled

• Campaign data (analytics, leads, history) is preserved and accessible

• Partners can no longer view the campaign in their portal

• The campaign cannot be unarchived (contact support if needed)

Important: Archiving a campaign immediately cancels all scheduled emails that haven't been sent yet. Make sure you don't have important scheduled sends before archiving.

Limitations

• Email sends cannot be edited once they reach "Sending" or "Sent" status

• Lead sharing cannot be disabled once enabled for a partner

• Campaigns cannot be permanently deleted, only archived

• Archiving a campaign automatically cancels all scheduled email sends

• Once an email is cancelled, it cannot be uncancelled or rescheduled

• Marketing unsubscribes only affect campaign emails, not system notifications

Technical Reference

This section provides exact field names and values for developers, API users, and AI assistants.

Campaign Fields

Email Send Status Values

Module Names

Partner Type Values

Priority Values

Email Tracking Event Types

Related Articles

• Marketing Email Templates - Create email templates for campaigns

• Sending Emails to Partners - Send one-off emails to individual partners

Need Help?

Contact Journeybee support through the in-app chat or email support@journeybee.io.