Marketing Campaigns

The Campaigns page is your hub for managing partner marketing activities. It has three tabs: Campaigns, Templates, and Leads. You can create campaigns, build email templates, and manage campaign leads all from one place.

Where to find it: Click Campaigns in the main navigation. Requires the Marketing module to be enabled.

Campaigns tab

The Campaigns tab shows all your campaigns. Each campaign card shows the title, status (Draft, Live, or Completed), and modules enabled.

Click New Campaign to create a campaign. See the Creating a Campaign article for the full creation workflow.

You can search campaigns by name. Click any campaign to open its workspace.

Templates tab

The Templates tab shows all your marketing email templates. Templates let you reuse email designs across multiple campaigns.

Click New Template to create a template. See the Marketing Email Templates article for details on building templates.

You can search templates, filter by archived status, and see which templates are shared with partners (partner-visible indicator).

Leads tab

The Leads tab shows all leads associated with your campaigns. You can:

Add Lead: Manually add a lead to a campaign.
Import CSV: Bulk import campaign leads from a file.
Export CSV: Download all campaign leads as a spreadsheet.

Campaign workspace overview

When you open a campaign, you see a workspace with module tabs. The modules available depend on what you have enabled in Settings. Key modules include:

Details: Campaign info, type, dates, and sharing settings.
Recipients: Target partners by tier, category, stage, or specific partners.
Partners: Add partners and control lead sharing.
Email: Select a template and schedule an email send.
Forms: Link a lead capture form.
Leads: View and manage campaign leads.

See the Creating a Campaign article for full details on each module.

Partner portal campaigns

Partners can view campaigns you have shared with them through the Campaigns room in their portal. Partners see campaign details, shared templates, and can submit leads associated with the campaign.

Good to know

The Campaigns page requires the Marketing module to be enabled.
Templates must be set to Live before they can be used in campaigns.
Email sends are personalised with partner variables. See the Marketing Email Templates article for available variables.
You can archive campaigns and templates without deleting them. Archived items are hidden but can be restored.