Campaign Management
How to create, manage, and track marketing campaigns for lead acquisition.
The Campaigns page lets staff create and manage marketing campaigns that contacts can be enrolled in.
#Accessing Campaigns
Navigate to Admin Dashboard → Campaigns. The page shows all campaigns with search and pagination.
#Campaign List
Each campaign row shows:
| Column | Breakpoint | Description |
|---|---|---|
| Name | Always | Campaign name with status badge |
| Type | Always | Webinar, Podcast, Newsletter, or Paid Ad badge |
| Enrolled | sm+ | Number of contacts enrolled |
| Audience | lg+ | Target audience (Expert, Attorney, or Both) |
| Created | xl+ | Creation date |
Click any row to open the campaign detail drawer. Click New Campaign to create one.
#Creating a Campaign
Click New Campaign and fill in the form:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Descriptive campaign name |
| Slug | Yes | URL-safe identifier (auto-generated from name) |
| Type | Yes | Webinar, Podcast, Newsletter, or Paid Ad |
| Target Audience | Yes | Both, Expert, or Attorney |
| Description | No | Campaign description |
| Start Date | No | When the campaign begins |
| End Date | No | When the campaign ends |
| Budget | No | Campaign budget in dollars |
| UTM Source | No | UTM tracking source (e.g., "google") |
| UTM Medium | No | UTM tracking medium (e.g., "cpc") |
| UTM Campaign | No | UTM campaign name |
| Landing Page URL | No | Destination URL for the campaign |
Click Create to save. The slug cannot be changed after creation.
#Editing a Campaign
Click a campaign to open the detail drawer, then click Edit. You can update the name, description, UTM fields, landing page URL, start/end dates, and budget.
#Campaign Metrics
Click the Metrics tab in the campaign detail drawer to view performance data:
#Stat Cards
| Metric | Description |
|---|---|
| Total Enrolled | Number of contacts enrolled in this campaign |
| Conversion Rate | Percentage of enrolled contacts that converted |
#Enrollment Timeline
An area chart shows enrollment counts over time, helping you visualize campaign momentum. The chart uses Recharts with an amber gradient fill.
#Stage Breakdown
A table shows how enrolled contacts are distributed across funnel stages:
| Column | Description |
|---|---|
| Stage | Funnel stage name |
| Count | Contacts in this stage |
| Converted | Contacts that have converted |
| Conversion Rate | Stage-specific conversion rate |
#Enrolling Contacts
You can enroll contacts in campaigns from the Contact Detail Drawer — click Add to Campaign, select a campaign, and click Enroll.
#Pagination
The campaign list shows 20 items per page with Previous / Next controls.