Campaigns

Campaigns let you organize marketing efforts across email, social media, webinars, content, and paid advertising. Track engagement metrics, manage campaign lifecycles, and measure performance from a single dashboard.

Campaigns Overview

Navigate to CRM → Campaigns to see all your campaigns displayed as a responsive card grid. The grid adapts to your screen size -- one column on mobile, two on medium screens, and three on larger displays.

Each campaign card shows at a glance:

• Campaign name and description
• Status badge -- color-coded by lifecycle state
• Type badge -- indicates the campaign channel
• Budget -- planned spend with currency formatting
• Target audience -- who the campaign is aimed at
• Timeline -- start and end dates with a progress bar and days-remaining indicator
• Performance metrics -- reach percentage and click-through rate

Hover over a card to reveal the actions menu (three-dot icon) with options to view details, edit, pause/start, or delete the campaign.

Creating a Campaign

1. Navigate to CRM → Campaigns
2. Click New Campaign
3. Fill in the campaign details:
   • Campaign Name (required) -- a descriptive name, e.g. "Spring Product Launch"
   • Type -- select the campaign channel (see Campaign Types below)
   • Status -- set the initial lifecycle state (defaults to Draft)
   • Start Date -- when the campaign begins
   • End Date -- when the campaign ends
   • Description -- goals, target audience, key messages, or any relevant notes
4. Click Create Campaign

Editing a Campaign

1. Find the campaign card on the grid
2. Hover over the card and click the three-dot menu
3. Select Edit Campaign
4. Update any fields in the dialog
5. Click Save Changes

You can also edit a campaign by clicking its card to open the detail view.

Campaign Types

Campaigns are organized by channel. Choose the type that best matches your marketing activity:

The type badge on each campaign card is color-coded so you can quickly distinguish channels at a glance.

Campaign Statuses

Every campaign moves through a lifecycle represented by its status:

You can change a campaign's status from the create/edit dialog, or use the quick actions on the campaign card to pause or start a campaign directly.

Filtering and Sorting

The campaigns page provides several ways to find what you need:

Search

Type in the search bar to filter campaigns by name, description, or target audience. Results update as you type.

Status Filter

Use the Status dropdown to show only campaigns in a specific lifecycle state. The dropdown displays a count next to each status so you know how many campaigns are in each state.

Available options: All, Draft, Scheduled, Active, Paused, Completed.

Type Filter

Use the Type dropdown to filter by campaign channel. Like the status filter, each option shows its count.

Available options: All, Email, Social, Webinar, Event, Content, Paid Ads.

Sort Order

Use the Sort dropdown to reorder the grid:

• Name -- alphabetical A to Z (default)
• Created -- most recently created first
• Budget -- highest budget first

Active Filter Badges

When any filter is applied, badges appear below the filter bar showing your active filters. Click the x on a badge to clear that individual filter.

Campaign Metrics

Each campaign card displays key performance data:

• Budget -- the planned spend, formatted in the campaign's currency
• Target Audience -- a label describing who the campaign is reaching
• Reach -- percentage of the target audience reached
• CTR -- click-through rate for the campaign

When both start and end dates are set, a progress bar visualizes how far through the campaign timeline you are. A color-coded label shows days remaining:

• Green -- more than 7 days left
• Orange -- fewer than 7 days left
• Red -- campaign has ended

ESP Integration

Campaigns can be linked to an Email Service Provider for automatic metric syncing. When connected:

• Sent -- total emails delivered
• Opened -- number of unique opens
• Clicked -- number of unique clicks
• Open rate -- calculated as (opened / sent) x 100

The ESP connection status is shown on the campaign card as a green indicator dot. Campaign stats refresh automatically via the useCampaignStats hook.

Campaign Goals

Campaigns support tracking goals. When goals are defined, a badge on the campaign card shows the number of active goals. Use goals to set specific targets for reach, conversions, revenue, or any custom KPI.

Exporting Campaigns

Click the Export button in the campaigns header to download your campaign data. This is useful for sharing reports with stakeholders or importing data into external analytics tools.

Empty State

If you have not created any campaigns yet, the page displays a prompt with a Create First Campaign button to help you get started. When filters return no results, the message changes to suggest adjusting your search criteria.

Quick Actions

The three-dot menu on each campaign card provides quick actions:

• View Details -- open the full campaign view
• Edit Campaign -- open the edit dialog
• Pause Campaign / Start Campaign -- toggle the campaign's running state
• Delete Campaign -- permanently remove the campaign

Tips

• Use Draft status while assembling campaign assets. Move to Scheduled once everything is ready.
• Set both start and end dates to get the timeline progress bar and days-remaining indicator on the card.
• Combine status and type filters to quickly audit all active email campaigns or all completed ad campaigns.
• Link an ESP connection to get automatic delivery and engagement metrics without manual data entry.