Campaigns are thematic lists that help you stay organized with a set objective over a period of time (definitive Start and End date.) Examples of campaigns include upcoming field marketing events, product launches, account-based marketing, etc.
- Under Manage > Campaigns click New to create a campaign
- You have the option of selecting a Parent Campaign
- One of the attributes that’s unique to Campaigns is that it offers hierarchy so that you can easily group campaigns.
For example, let’s say your company hosts an annual week-long conference every year and your marketing/sales team has coordinated a call campaign for:
1) getting contacts registered before the event
2)another one to remind attendees to attend the keynote session
3) one after the conference to schedule meetings for sales reps
In this scenario, you might want to create one parent campaign and have 3 child campaigns that roll up to the parent - Select a Start and Ends at time period for the duration of your campaign
- Dynamic: this will automatically add and remove leads based on a criteria of field rules that you predefine
- Once you’ve set the criteria for your dynamic campaign, contacts are automatically added and removed as they meet or fail to meet the predefined criteria. The advantage to having this type of list is that your campaigns are consistently updated.
For example, say you have an existing campaignfor prospects on the West coast. If a prospect in that campaign now resides on the East coast, that prospect will automatically be removed (powered by CRM data).
Note: If you don’t select the Dynamic checkbox, your list will be static and will require you to manually add or remove contacts one-by-one
Static campaigns are used when you don’t want a list to be automatically updated via a defined criteria. This type of campaign is a great use case for field marketing event registrations (ex conferences, happy hours, etc.)
For example, if you want to create a call campaign to remind attendees that an event is taking place next week and also use that same list for a follow-up call
- Reminder: dynamic campaigns automatically adds and removes leads based on a predefined criteria
- If you don’t select this checkbox, your campaign will be static and will require you to manually add contacts
- The Auto Start + Stop feature will automatically dictate your campaign status based on your Start and Ends at time period. Here are the different Status behaviors:
- Pending: your campaign will be in a pending state leading up to the Start date of the campaign
- Active: once you’re within the designated Start and End period your campaign will be in an Active state
- Completed: you will be in this status after the Campaign dates are over
If you are uncertain about the dates for your campaign, we recommend leaving this checkbox blank and manually adjusting the statuses when you’re ready to begin the campaign.
- Now that you’ve created your Campaign settings, you’ll need to click into the List ID and configure list-related attributes such as adding fields, records, cadences, etc.
Remember Campaigns are a type of list. To continue with the remaining steps, jump to the Building Lists section to complete the remaining steps