# Campaigns

Campaigns help you organize and track marketing initiatives, projects, or budget-related activities. Each campaign gets its own page where you monitor spend, conversions, revenue, and ROI — and capture what you learned once it's over.

Navigate to **Campaigns** in the left sidebar to see all campaigns for your organization.

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## The Campaigns List

The list is a simple index of everything running. Four columns:

| Column | Description |
|--------|-------------|
| **Campaign** | Campaign name |
| **Status** | Draft, Planned, In Progress, or Finished |
| **Author** | Who created the campaign |
| **Created** | When it was created |

**Click any row to open the campaign.** Everything else — amounts, labels, owner, linked line items, CRM mappings — lives on the campaign page.

**Sort** by clicking any column header. Click again to reverse the order. Status sorts by lifecycle (Draft → Finished) rather than alphabetically.

## Creating a Campaign

Click **Create Campaign** in the top-right corner and fill in:

- **Name** (required): A descriptive name for your campaign
- **Owner**: The team member responsible
- **Budget**: Associate with an existing budget (optional)
- **Budget target**: A planned amount for the campaign
- **Currency**: The currency for financial metrics

You can change all of these later, and add a description, status, and labels once the campaign exists.

## The Campaign Page

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The campaign page has two parts: a main column with the scoreboard, description, linked line items, and learnings — and a details rail down the side holding the campaign's properties.

### The Scoreboard

Six metrics across the top of the page:

| Metric | Description |
|--------|-------------|
| **Planned** | Target budget for the campaign |
| **Actual** | Actual spend |
| **Leads** | Number of conversions |
| **Revenue** | Revenue attributed to the campaign |
| **CAC** | Customer Acquisition Cost = Actual ÷ Leads |
| **ROI** | Return on Investment = (Revenue − Actual) ÷ Actual |

Each cell tells you where its number comes from:

- A **pencil** means you can type the value in directly
- A **question mark** means the value is calculated — hover it to see how, whether that's "From 4 line items", "Synced from Attio", or "Actual ÷ Leads"

### Where Planned and Actual Come From

If you've linked budget line items to the campaign and those line items carry values, **Planned** and **Actual** are their totals. If they don't, the campaign uses the figures you typed in yourself.

When linked line items are supplying Planned, your own target doesn't disappear — it stays editable in the details rail as **Budget target**, so you can still compare what you intended to spend against what the budget actually holds.

### Campaign Details

The rail on the right holds:

- **Name**
- **Status** — Draft, Planned, In Progress, or Finished
- **Owner**
- **Currency**
- **Budget** — which budget this campaign belongs to
- **Created by** and **Created**
- **Budget target** — your own planned figure, when line items are supplying Planned
- **Labels**

### Description

Below the scoreboard, describe what the campaign is and what it's meant to achieve. Useful context for anyone opening it months later — and for Budget Buddy when you ask about it.

## Linking Line Items

Link budget line items to a campaign to aggregate their planned and actual values.

1. Open the campaign
2. In the **Line items** section, click **Add line items**
3. Search for line items from your budgets and select the ones to link

The picker stays open as you go, so you can add several in a row. To unlink one, remove it from the line items table.

Once linked, the scoreboard's Planned and Actual reflect the line item totals, and CAC and ROI are calculated from them.

## Learnings & Notes

Every campaign page has a **Learnings & Notes** section for capturing what worked, what didn't, and whether you'd do it again. It's built for the post-mortem — the "was this conference worth exhibiting at?" write-up that usually ends up lost in a doc somewhere.

Click **Add note**, write it up, and save. Notes are saved to your [Marketing Brain](https://app.etropo.com/marketing-brain/learnings) under Learnings, which means they're searchable there and available to [Budget Buddy](https://docs.etropo.com/ai-automations/budget-buddy) when you're planning next year's spend.

Notes stay in your Marketing Brain even if the campaign is later deleted.

**Note:** Learnings & Notes is part of AI Budget Buddy. If Budget Buddy isn't enabled for your organization, the section prompts you to turn it on.

## Labels

Labels help you categorize campaigns. They're color-coded and shared across your organization.

To add them, open a campaign and click **Labels** in the details rail, then select existing labels or type a new name and create it.

## 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)

## CRM Sync

Campaigns can pull conversion and revenue data straight from your CRM. Once **Attio** or **HubSpot** is connected for your organization, open a campaign and click **Connect to Attio** or **Connect to HubSpot** in the top-right corner to map it to a pipeline stage. Leads and Revenue then update themselves — the source shows up on hover as "Synced from Attio" or "Synced from HubSpot," with the logo next to the value.

See the [Attio Integration Guide](https://docs.etropo.com/integrations/attio) for setup instructions.

## Deleting a Campaign

Open the campaign, click the **⋯** menu in the top-right corner, and choose **Delete campaign**. You'll be asked to confirm.

Deleting is only available from the campaign page, and only to administrators.

## Permissions

- **Admins** can create, edit, and delete campaigns
- **Members** can view campaigns and their details

## Tips

- **Use labels consistently** to make campaigns easy to group across your team
- **Link line items** so spend tracks itself instead of being retyped
- **Set up CRM sync** to track conversions without manual entry
- **Write the learning while it's fresh** — right after the campaign wraps, not at next year's planning session
- **Monitor CAC and ROI** to identify your best-performing campaigns

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For additional help you can reach out to our support team at: help@etropo.com

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Source: https://docs.etropo.com/spend-tracking/campaigns