What are Campaign Types?
Campaign Types refer to different strategies or approaches that you can use to promote your business and services to your target audience. Each Campaign Type has its own objectives, tactics and channels.
For example, your account is pre-configured with the following campaign types:
Annual Review
Seminar
Email Outreach
By using different Campaign Types, you can effectively reach and engage your target audience to drive desired outcomes.
🔍 Tip: Be sure to check out our Annual Review Report!
Adding Campaign Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Marketing & Sales section > click Campaign Types
From the Campaign Types page > click
buttonComplete the New Campaign Type form
Name
Description
Click Save
Editing Existing Campaign Types
Select the Campaign Types section
Go the Action Menu
> select Edit for the campaign type you wish to edit.Complete the Edit Campaign Type form pop-up window.
Name
Description Optional
Click Save
🔍 Tip: Campaign types can also have configured workflows to each campaign type. To configure a workflow, simply click into the respective campaign type and click +Add in the workflow template window. Learn more at Workflows.
Merge Campaign Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Campaign Types section
From the Campaign Types page > click
Complete the Merge Campaign Types form
Merge From
Merge To
Remove original Campaign Type after merge recommended
Click Merge.
🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.