Campaigns
Campaigns help you organize and track marketing initiatives, projects, or budget-related activities. Monitor performance metrics like spend, conversions, revenue, and ROI in one centralized view.
Navigate to Campaigns in the left sidebar to see all campaigns for your organization.
Creating a Campaign
Click Create Campaign in the top-right corner and fill in:
- Name (required): A descriptive name for your campaign
- Description (optional): Additional context
- Status: Draft, Planned, In Progress, or Finished
- Budget: Associate with an existing budget (optional)
- Currency: Select the currency for financial metrics
Campaign Fields
| Field | Description |
|---|---|
| Name | Campaign identifier - click to edit inline |
| Status | Current phase (see status types below) |
| Planned | Target budget amount |
| Actual | Actual spend amount |
| Leads | Number of conversions (can sync from Attio CRM) |
| Revenue | Revenue attributed to the campaign |
| CAC | Customer Acquisition Cost = Actual / Leads |
| ROI | Return on Investment = (Revenue - Actual) / Actual |
| Labels | Custom tags for categorization |
| Owner | Team member responsible |
Status Types
| Status | Icon | Description |
|---|---|---|
| Draft | Empty circle | Being planned, not yet active |
| Planned | Quarter-filled circle | Scheduled but hasn’t started |
| In Progress | Half-filled circle | Currently running |
| Finished | Checkmark circle | Completed |
Click the status icon on any row to quickly change it.
Inline Editing
Most fields can be edited directly in the table by clicking on them:
- Name, Planned/Actual amounts, Leads, Revenue
- Status (click the icon)
- Owner (click the avatar)
- Labels (click to add/remove)
Labels
Labels help you categorize and filter campaigns. They’re color-coded and organization-wide.
To add labels, click the labels column on any campaign row, then select existing labels or type a new name and click “Create.”
Linking Line Items
Link budget line items to campaigns to aggregate planned and actual values.
- Click the expand arrow on any campaign row
- Search for line items from your budgets
- Select a line item to link it
When linked:
- Planned shows: Line item total / Campaign budget (e.g., “$5,000 / $10,000”)
- Actual shows the sum of all linked line item actuals
- CAC and ROI calculations use line item totals
To unlink, click the X button next to the item in the expanded view.
Filtering and Sorting
Filter campaigns using the bar at the top of the page by:
- Status
- Owner
- Labels
Sort by clicking any column header. Click again to toggle ascending/descending order.
Customize columns by clicking the settings icon in the filter bar. Your preferences persist across sessions.
Calculated Metrics
Customer Acquisition Cost (CAC): Actual / Leads A lower CAC indicates more efficient spending.
Return on Investment (ROI): (Revenue - Actual) / Actual × 100%
- Positive ROI (green): Campaign is profitable
- Negative ROI (red): Campaign cost more than it generated
- Dash (-): Cannot calculate (missing data)
Attio CRM Integration
Campaigns can automatically sync conversion and revenue data from Attio CRM. When configured, you’ll see the Attio logo next to synced values.
See the Attio Integration Guide for setup instructions.
Permissions
- Admins can create, edit, and delete campaigns
- Members can view campaigns and their details
Tips
- Use labels consistently to make filtering effective across your team
- Link line items to automatically track spend against budget items
- Set up Attio integration to automatically track CRM-based conversions
- Monitor CAC and ROI to identify your best-performing campaigns