Campaigns

Campaigns bring a marketing push together in one place: what you're running and when, where its traffic comes from, the landing pages, lead forms and social posts that belong to it, and the leads it produces. Campaigns don't send or publish anything themselves; you build pages, forms and posts in Content, CRM and Social and connect them here. You'll find campaigns under Grow → Campaigns in the Signal group. Social campaigns are separate and live under Social.

Before you start

• Campaigns must be included in your subscription's package. See Package and add-ons.
• You need permission to view campaigns, and permission to set them up if you want to create new ones. Your subscription administrator can grant this. See Users, teams, groups and permissions.
• Some tabs rely on other parts of Structurell. The Leads and Targets tabs need CRM, and the Performance tab needs Performance. A panel you don't have permission for shows You are not authorised to view this page.

Create a campaign

1. Go to Grow → Campaigns.
2. Select Create Campaign.
3. In Campaign Setup, enter a Campaign Name. This is the only required field.
4. Optionally choose a Campaign Type (Lead Generation, Content Launch, Social Promotion or Multi Channel) and a Goal (Awareness, Engagement, Traffic, Qualified Leads, Conversions or Retention).
5. Optionally choose a Status: Draft, Active, Paused, Complete or Archived. If you leave it blank, the campaign starts as Draft.
6. Optionally set Starts At and Ends At dates and add Notes.
7. Select Save. The new campaign opens so you can carry on setting it up.

The campaign list shows each campaign's name, type and goal, dates and status. Select a campaign to open it.

Edit a campaign

1. Open the campaign. It opens on the Overview tab, which shows counts for Channels, Domains and Schedule above the Edit Campaign form.
2. Change any of the details, for example set the Status to Active when the campaign goes live.
3. Select Save.

The campaign tabs

Sources, landing pages, forms and social drafts are covered in Campaign sources, landing pages and social drafts. Lead quality is covered in Performance insights.

Choose the campaign's targets

The Targets tab lists the CRM contacts and organisations the campaign is aimed at. You only see it if CRM is part of your subscription and you have permission to view campaign targets.

1. Open the campaign and select Targets.
2. Select Add target.
3. Choose a Record type (Contact or Organisation), then find and choose the Record.
4. Enter a Reason for targeting them.
5. Under Evidence, choose what supports the choice (Web link, Note, Signal, Lead or Engagement event) and fill in the field that appears. For a web link, enter the address; for a note, type it; for the others, enter the Record ID.
6. Select Add target.

To take someone out of the campaign, select Remove on their row, enter why they're being removed and select Remove. The row stays in the list as removed. Select Add again to bring them back. Open record takes you to the contact or organisation in CRM. For more about finding the right people, see Prospect intelligence.

See the campaign's leads

Open the campaign and select Leads. The table lists the CRM leads recorded against this campaign, with the Contact, Source, Status and Submitted At time.

A lead is recorded against a campaign when it comes in through a CRM lead form whose Campaign ID is set to this campaign. The campaign's ID is the number at the end of the page address while the campaign is open. You set it on the lead form, in its Campaign and landing page section. See Lead forms.

Delete a campaign

1. Open the campaign.
2. Select Delete.
3. Confirm with Delete. You return to the campaign list.

Deleting a campaign can't be undone. The pages, lead forms and social posts connected to it are not deleted.

Notes

• The Domains and Schedule tabs can't be used at the moment. Saving an entry on either of them returns an error. Record key dates and web addresses in the campaign's Notes instead.
• The Channels panel at the top of the Channels tab only lists channels already recorded for the campaign. You can't add channels there.

Troubleshooting

• Campaigns unavailable with This section is temporarily unavailable at the moment. Campaigns couldn't be reached, is still being set up for your subscription, or isn't in your package. Try again later or check your package.
• Add a campaign name before saving. Enter a Campaign Name.
• The lead count on the list or on the Overview shows 0 even though leads have arrived: open the Leads tab, which shows the campaign's actual leads.
• No leads appear on the Leads tab: check that the lead form's Campaign ID matches this campaign.