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How to create a marketing campaign
Updated over a week ago

Think of marketing campaigns as specific pushes for something (usually sales). Whether you are running a sale, trying to get people to sign up for something or inquire for your services, create a marketing campaign to stay organized and track your results.

Pro-tip: Tasks that are associated with a marketing campaign will show up on your task calendar.

  1. To create a marketing campaign, start by making sure you’ve created your marketing strategy first!

  2. Once you’ve done that, click on the “Campaigns” tab in the left side bar.

  3. There are a few ways to start creating a marketing campaign:

    1. Scroll through the list of marketing campaign templates you see on the right side of your screen and select the one you’d like to use.

    2. Scroll to the bottom of the list of marketing campaign templates you see on the right side of your screen and click "Create a campaign from scratch."

    3. Click the + button you see in the center right part of your screen. This approach only works if you are clicked into the detail view of another campaign.

  4. Then set up the details of your campaign, choose your goals, objectives, customer persona(s), and marketing channels. Click “Create Campaign”.

  5. A campaign card will appear in the center part of your screen.

  6. Back in the campaign detail view (on the right side of your screen) you can complete the rest of your campaign details:

    1. Give it a name

    2. A start and end date

    3. Add a description in the top detail section

    4. Click the + to add tasks

    5. Add in details about what you are offering to customers

    6. Choose your targets and set the goals for each

    7. Define you budget

    8. Customize the color if you’d like

    9. List out the people, partners or collaborators you are working with

    10. Add content ideas or inspiration in the notes section

If you want to add goals, objectives, channels, and customers after you’ve created the campaign, click on the 3 dots in the upper right corner and select what you want to add.

If you want to delete any elements, click into the element you want to delete and then the 3 dots icon. You can select delete from there.

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