Marketing Campaigns Overview

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The Marketing Campaign feature helps businesses manage the entire lifecycle of their campaigns in one place.

With the Marketing Campaign feature, you can set the type and goals for a campaign. Business teams can quickly create campaigns, record their objectives, and associate existing audiences and marketing tasks from Quick Audience with a single click. Marketing tasks define the delivery methods and channels for the campaign.

All tasks are managed from the campaign's perspective. This gives businesses a complete overview and centralized control. You can manage when campaigns run, which audiences they target, which strategies are used, and what results are achieved.

Parent and sub-campaigns

There are two types of marketing campaign objects:

  • When you launch a series of campaigns for a specific theme, the theme itself is the parent campaign. The individual, executable campaigns are the sub-campaigns.

    • Parent campaign: A collection of sub-campaigns for a specific theme. Because it is not an executable campaign, it is not associated with audiences or marketing tasks.

    • Sub-campaign: An executable campaign attached to a parent campaign as part of a larger theme. Because it is executable, it can be associated with audiences and marketing tasks.

  • If you only need to launch a single, independent campaign, you can create it as a sub-campaign without a parent campaign.

    • Standalone sub-campaign: An independent campaign that is not part of a series and is not attached to a parent campaign. Because it is an executable campaign, it can be associated with audiences and marketing tasks.

Workflow

  1. Create a marketing campaign and configure its information. For more information, see Create Marketing Campaign.

  2. (Optional) Grant permissions for a sub-campaign to other users. There are two types of permissions: Manage and Use. For more information, see Manage Marketing Campaigns.

  3. Create or edit audiences and marketing tasks, then associate them with the sub-campaign. For more information, see Audience Filter, User Marketing, and Automated Marketing.

  4. Manage the campaign's lifecycle through its various stages. For more information, see Manage Marketing Campaigns.