How To: Run a Marketing Campaign

Goal

Create and manage a marketing campaign to engage your audience and track its effectiveness.

Steps

Step 1: Create the Campaign

1. Go to Campaigns in the sidebar under Marketing
2. Click "Add Campaign"
3. Fill in:
4. Campaign name and description
5. Type: Email, Social Media, Event, Content, Other
6. Status: Draft, Active, Paused, Completed
7. Start and end dates
8. Budget and target audience
9. Save the campaign

Step 2: Add Campaign Members

1. Open the campaign
2. Go to the Members tab
3. Search for contacts and add them as campaign targets
4. Members are the contacts who will receive or be part of the campaign

Step 3: Execute

• Track your campaign activities
• Log interactions with campaign members
• Monitor engagement metrics
• Update the campaign status as it progresses

Step 4: Review Results

After the campaign completes:

• Review which members were reached
• Check conversion rates (members who became leads or deals)
• Document lessons learned in the campaign description

Campaign Types

| Type | Use Case |

|------|----------|

| Email | Newsletter blast, product announcements |

| Social Media | LinkedIn/Facebook outreach |

| Event | Trade fair or conference promotion |

| Content | Webinar, whitepaper, blog series |

| Other | Custom campaign types |