[Category]Marketing
Campaigns
Build a campaign, send it, and watch what it brings back.
Campaigns are where you plan, design and send a marketing campaign — a mailing and a landing page, or an Instagram post — and then follow what every recipient did with it: opens, clicks, visited pages, time spent and the deals that came out of it.
Open campaigns from Leads in the menu, then click Campaigns in the left-hand column.
Campaigns
A campaign bundles what you send out — a mailing, a landing page, an Instagram post — with everything that comes back from it. Each campaign is a card showing its page views, visitors, clicks, average time on the page and average scroll depth, plus a Click Rate chip with the clicks as a percentage of page views.
How to use it
- Open Leads in the menu and click Campaigns in the left-hand column.
- Click New Campaign in the top bar, fill in the name, type, start and end date, medium and collections, and click Save. The campaign appears as a new card, with all its figures still at zero.
- Use the icons on the card to work on the campaign: the people icon for its contacts, the document icon for its content, the paper plane icon to publish it, the bar chart icon for its report and the board icon for the deals it produced.
- Above the campaign cards, one card per tracked website shows the site's address with its session and event counts, split into direct and campaign traffic. Its Reports button gives you a report over the whole site rather than one campaign.
Good to know: a campaign that has not been sent or visited yet shows zeros in all five figures and a dash for the click rate. Each campaign also carries a state of its own — planned, active or archived — in the panel that opens on the right beside its report and content views. A workspace without campaigns shows only the website cards.
Related features
Campaign report, Campaign content, Campaign contacts
Campaign contacts
The people a campaign is addressed to. Every contact you add gets their own tracking code, which is what later makes it possible to say who opened the mail, who clicked and who visited the landing page.
How to use it
- Click the people icon on the campaign card. The contacts view opens, listing every contact assigned to the campaign together with where they came from.
- Click Add Contact, type part of a name or address in the search box and click the entry you want. The contact is added with their address and their own unique tracking code, and the list reloads with the new row.
- To take someone off the campaign, click the cross at the end of their row. The contact and their tracking code are removed and the list reloads without that row.
- The Campaignname panel at the bottom shows the campaign's tracking name with a copy icon, and explains that the campaign name and a unique contact code are added to any link marked for tracking when the campaign is sent or published.
Good to know: contacts without an email address are not offered in the search box. A campaign with nobody on it shows "No contacts assigned yet."; if the list cannot be fetched, "Failed to load contacts." appears instead of the rows.
Related features
Campaign tracking, Publishing a campaign
Campaign content
The mail and the landing page a campaign is made of. Both are designed in a visual editor, or you paste in content you already have.
How to use it
- Click the document icon on the campaign card. The content view opens with four tabs — Funnel, Mail, Landing Page and Instagram — and the campaign's own panel on the right.
- On the Mail tab you see the subject line and a preview of the mail that will be sent; on the Landing Page tab, a preview of the page visitors land on when they follow the campaign link.
- Click Edit on either tab. The content opens in a visual editor in your web browser, where blocks can be dragged around and an assistant sidebar can rewrite or generate the design from a written instruction. What you save there comes straight back into the preview in the app.
- While a tab has no saved content yet, a Paste Html-Content button above the empty preview takes ready-made content from the clipboard. It disappears once content has been pasted, designed or loaded.
- Click Save at the bottom of the tab. The content is stored on the campaign and the preview reloads, and a confirmation appears at the bottom of the window.
Good to know: saving also uploads the pictures used in the content so that mail programs can show them, and cleans up pictures that are no longer used. The mail may contain placeholders for salutation, title, first name, last name and postcode; they are filled in with each recipient's own data when the campaign is sent.
Related features
Publishing a campaign, Campaign tracking
Publishing a campaign
Getting a campaign out: send the mail to everyone on the campaign, or push the content to Instagram.
How to use it
- Try it on yourself first: on the Mail tab, click Send test email. The mail content is saved first, then one copy goes to your own address with "[TEST]" in front of the subject and a note at the top that the personal placeholders have not been filled in. This needs an email address on your user account and a campaign mail account connected under Settings > Campaigns/Leads.
- When the campaign has at least one contact and its mail content is saved, click the paper plane icon on the campaign card and choose Send by mail.
- Every contact on the campaign gets the saved mail, one at a time, each copy carrying that person's own tracking code in the links plus an invisible open marker, and the placeholders for salutation, title, first name, last name and postcode filled in with their own data. A "Campaign sent!" message appears at the bottom when it finishes.
- The same paper plane menu offers Post on Insta, which takes you to the campaign's Instagram tab.
Good to know: sending a test mail without a connected campaign mail account, or without an address on your own user account, brings up a warning telling you what is missing.
Related features
Campaign contacts, Campaign content, Instagram posts
Instagram posts
Preparing a campaign's Instagram post on the desktop and handing it to your phone for publishing.
How to use it
- On the content view, open the Instagram tab and choose post, reel or story.
- Click Select Image / Video and pick the file. Until you do, the tab shows "No file selected" and keeps Prepare for Phone switched off.
- Click Prepare for Phone. The file is uploaded, a tracking link appears in the read-only field next to a Copy button, and a QR code appears with the hint to scan it with your phone.
- The status then says it is waiting for the phone, and turns into Published, with a link to the post, once the phone has posted it.
- Once the post is published, click Sync Insights under the QR code. Likes, comments, saves and shares — or reach, views and replies for a story — are fetched from Instagram and shown under the status, and a confirmation appears at the bottom.
Good to know: if the upload fails, a message at the bottom says so and the Prepare for Phone button becomes usable again.
Related features
Publishing a campaign, Campaign tracking
Campaign tracking
How a campaign knows who did what. The campaign name and a unique code per contact are attached to the campaign's links when it is sent or published, so every visit and every click can be traced back to the campaign and to the person who received it.
How to use it
- Add the people you want to reach on the campaign's contacts view — each of them gets their own code there.
- To hand the landing page out yourself, click the gear icon in the top bar of the content view and choose Copy Landing Page Url. The address is put on the clipboard and a confirmation appears at the bottom.
- The How-to entry in the same menu shows the full address including the campaign name and the contact code, and explains what each part does.
- Send or publish the campaign. From then on, the visits and clicks show up in the campaign's report.
Good to know: links inside the mail are rewritten to run through a redirect, and an invisible marker in the mail records the open — so opens are counted without anything visible in the message.
Related features
Campaign contacts, Campaign report
Campaign report
What actually happened after a campaign went out: one row per recorded visit, with the page, the time spent, the clicks, how far the visitor scrolled and where they came from.
How to use it
- Click the bar chart icon on the campaign card. The report opens with one row per recorded visit, newest first, and a summary and average row pinned at the bottom. The campaign's own panel appears on the right.
- Read the row: Event Time, Path, Duration, Clicks, Scroll %, Referrer, the visitor's code and, once known, their name. Rows where someone scrolled through at least 90 percent of the page are highlighted.
- Switch on Group by Visitor to cluster the rows per person, each group introduced by a header row naming the visitor and how many events they produced, newest group first.
- Click the arrow icon at the end of a row to open everything that visitor did.
- Click the person-plus icon at the end of a row for Convert to Lead and Assign to Contact. The icon is green once the visitor is known by name and grey while they are anonymous.
- Convert to Lead creates a deal for that contact, attributed to the campaign, and opens the deals board so you can find it. If the visitor is not linked to a contact yet, a message at the bottom asks you to assign them to a contact first and nothing is created.
- To see all the deals one campaign produced, click the board icon on its card: the deals board opens showing only the deals attributed to that campaign.
Good to know: a campaign nobody has visited yet shows "No campaign records" instead of rows, and a visitor's history or the campaign's full event list shows "No events" when nothing was recorded.
Related features
Insights and funnel, Campaign tracking
Insights and funnel
Two ways to read a campaign at a glance: the same report rows drawn as a chart, and the funnel that shows how much of each step carried over to the next.
How to use it
- With a report open, click the Insights menu button in the top bar.
- Pick one of Page Views, Referrers, Scroll Depth or Activity Over Time. The table is replaced by the chart, and a back arrow returns you to the report. The menu also has a Show All Events entry.
- Or type a request such as "visitors by referrer" into the box at the bottom of the menu. It is answered with a chart built for it; if that is not possible, the closest of the four ready-made charts is shown instead.
- For the whole picture, open the campaign's content view and stay on the Funnel tab: five bars — reach, engagement, clicks, visits and leads — each with its figure and the percentage carried over from the step before. Update refetches them.
Good to know: the funnel says it has no data until something has been recorded for the campaign.