Campaigns
Create campaigns to set goals and measure performance across forms and pages.
Campaigns give you a way to group related forms, pages, and funnels under a shared goal and track their combined performance in one place. A campaign does not send anything — it is a reporting container that ties marketing assets to a business outcome.
Campaign list
The campaigns list shows every campaign your workspace has created. Each row or card includes:
- Name and description
- Status pill — Active, Paused, or Done
- Goal progress — the goal value (e.g., 50 qualified leads, $200,000 pipeline) next to the current achieved value
- Tags — comma-separated tags for filtering
- Period — the campaign's start and end dates
- Owner — the team member responsible
- Primary KPI — form submissions or revenue, displayed as the headline metric
- Sparkline — a compact 30-day trend line for the primary KPI
Search and filter
Use the search bar to find campaigns by name. Below the search bar, filter chips let you narrow by status, owner, tag, and date range. Active chips are highlighted; click a chip again to clear it.
Creating a campaign
Click New campaign to open the create modal.
Enter a name and an optional description. Both appear on the campaign card and in drill-down headings.
Pick a start date and end date. The date range controls which submissions and deal events count toward the goal.
Select either Form submissions (a count target, e.g., 500 leads) or Revenue (a currency target, e.g., $150,000). Enter the numeric goal value.
Tags are comma-separated free text. They appear as chips on the card and are filterable in the list view.
Select which forms and/or landing pages belong to this campaign. Submissions and visits from those assets will be counted toward the goal.
Pick the team member accountable for this campaign's results.
Campaign statuses
| Status | Meaning |
|---|---|
| Active | Running — submissions and events are counting toward the goal |
| Paused | Temporarily stopped — events during the paused window do not count |
| Done | Completed — the period has ended or the campaign was manually closed |
Next steps
To see detailed analytics for a campaign, open it and read Campaign analytics. To understand how funnels feed campaign data, see Building funnels.
Was this article helpful?