Campaigns Module

The Campaigns module is a campaign-centric outbound sales tool for organising targeted customer outreach. It allows you to select customer groups, organise them into named campaigns with specific objectives, apply bulk status updates, use templated messaging for standardised outreach, and track progress from first contact through to conversion.

Understanding Campaigns Module Views

E2E organises Campaigns in two main views:

Campaign Tracker: View all campaigns in a searchable, filterable list (access via Sidebar → Campaigns)
Campaign Detail: Manage individual campaign records including targets, messaging, and progress tracking (access by clicking any row in the tracker)

Campaign Tracker View

The Campaign Tracker displays a searchable table-style tracker that lists all active campaigns. This is what you see when selecting Campaigns from the sidebar menu. Archived campaigns are hidden by default but can be revealed using the "Show Inactive Entries" toggle.

The tracker displays key campaign information including campaign name, objective, status (shown as badges), owner, start date, end date, target count, and follow-ups due.

Above the tracker, a cross-campaign analytics panel shows aggregate health metrics, a comparison table of active campaigns, and funnel comparisons. These metrics use the same analytics categories as individual campaign analytics and can be configured via the Configure Categories button.

See Tracker Views for tips on using and configuring the view.

Creating a New Campaign

To create a new campaign:

Navigate to Campaigns and click + Add... button
Enter a Name for the campaign - use a descriptive title for the outreach initiative
Select the Objective from the available options: Event, Demo, Intro, or Partnership
Assign an Owner responsible for managing the campaign
Set the Start Date and End Date for the campaign duration
Select a Default Channel (Email, LinkedIn, or Both) for outreach
Set the Default Follow-up Days to automatically calculate follow-up due dates when targets are contacted
Fields marked with a red asterisk are mandatory and must be completed before saving
Click Save to create the campaign

The campaign is created in Draft status by default, allowing you to configure messaging templates and add targets before activating.

Campaign Statuses

Campaigns follow a lifecycle through these statuses:

Draft - Campaign is being set up. Messaging templates and defaults can be configured. Targets can be added but outreach has not begun.
Active - Campaign is live and outreach is underway. Targets can be contacted and statuses updated.
Paused - Campaign is temporarily halted. No new outreach should occur but existing data is preserved.
Completed - Campaign has finished. All targets have been processed.
Archived - Campaign is no longer active and is hidden from the default tracker view. Archived campaigns preserve all historical data and can be viewed by toggling "Show Inactive Entries" in the tracker.

Finding and Managing Campaigns

To find specific campaigns:

Navigate to Campaigns from the sidebar to see the tracker view
Use the search bar to find by any of the displayed fields
Apply filters to narrow results by objective, status, owner, or date range
Archived and completed campaigns can be viewed by toggling the "Show Inactive Entries" filter option
Click any row to open that campaign's details

Working with Individual Campaigns - Campaign Detail View

When you open a campaign (by clicking its row in the tracker), you access a tabbed interface with five tabs: Overview, Targets, Messaging, Analytics, and Story. Each tab provides a focused view for managing different aspects of the campaign.

Overview Tab

The Overview tab displays all campaign details including name, objective, status, owner, dates, channel defaults, and messaging templates. Toggle Edit to modify campaign details. Remember to click Save after making changes.

Additional campaign fields can be modified or removed by navigating to Settings > Modules > Configure Module View.

Activating a Campaign

To activate a campaign and begin outreach:

Navigate to the Campaign Detail View
Ensure the campaign has messaging templates configured (see Messaging Tab)
Toggle Edit on the Overview tab
Change the status from Draft to Active
Click Save

Once activated, the campaign signals to the team that outreach can begin. Targets can now be contacted using the configured messaging templates.

Pausing, Completing, or Archiving a Campaign

To pause a campaign: Toggle Edit, change status to Paused, and Save. This temporarily halts the campaign while preserving all target data and progress.
To complete a campaign: Toggle Edit, change status to Completed, and Save. Use this when the campaign has finished and all targets have been processed.
To archive a campaign: Toggle Edit, change status to Archived, and Save. Archived campaigns are hidden from the default tracker view but all data is preserved. Use "Show Inactive Entries" in the tracker to view archived campaigns.

Targets Tab

The Targets tab displays a data table listing all customers added to the campaign. Each target row shows the customer name, status, channel, sent date, follow-up due date, owner, and notes.

The table supports multi-row selection with checkboxes. When one or more rows are selected, a bulk action bar appears at the top of the table with available actions.

Targets with overdue follow-up dates are highlighted for quick identification.

Adding Targets to a Campaign

Targets are added from the Customers module:

Navigate to the Customers module tracker view
Use search and filters to identify the customer group you want to target
Select one or more customers using the row checkboxes
Click Add to Campaign in the bulk action bar
In the dialog, select the target campaign from the dropdown list of active campaigns
Confirm the selection to add the customers as campaign targets

Targets are added with a default status of Queued and inherit the campaign's default channel setting. Each target is linked to the customer record, allowing quick navigation between the campaign and the customer profile.

A customer can only be added to a campaign once. If a customer is already a target in the selected campaign, they will be skipped.

Target Statuses

Each target progresses through these statuses as outreach proceeds:

Queued - Target has been added to the campaign but has not yet been contacted
Contacted - Initial outreach has been sent to the target
Follow-up Due - A follow-up date has been scheduled and is approaching or past due
Responded - The target has replied to the outreach
Not Interested - The target has indicated they are not interested or did not respond after all outreach attempts
Converted - The target has been converted into an enquiry (see Converting a Target to an Enquiry)
Archived - The target is no longer active and is hidden from the default targets list. Archived targets can be viewed by toggling "Show Inactive Entries" in the Targets tab.

Bulk Actions on Targets

Select one or more target rows using the checkboxes to reveal the bulk action bar. The following actions can be applied to all selected targets at once:

Mark Sent

Select one or more targets
Click Mark Sent in the bulk action bar
Select the Channel used (Email, Phone, or WhatsApp)
The Sent Date defaults to today but can be adjusted
Optionally set a Follow-up Date
Optionally enter a Message Snapshot to record what was sent
Click Mark Sent to confirm

The selected targets' status changes to Contacted, the sent date is recorded, and if a follow-up date was set, the follow-up due date is scheduled.

Change Status

Select one or more targets
Click Change Status in the bulk action bar
Select the new status from the dropdown
Click Update Status to apply

Schedule Follow-up

Select one or more targets
Click Schedule Follow-up in the bulk action bar
Select the follow-up date from the date picker
Click Schedule to confirm

The Follow-up Due date is updated and the target status changes to Follow-up Due.

Add Note

Select one or more targets
Click Add Note in the bulk action bar
Enter the note text
Click Add Note to confirm

Notes are appended with a timestamp to all selected target records.

Converting a Target to an Enquiry

When a target responds positively or shows interest, you can convert them into an enquiry:

Locate the target in the Targets tab
Click Convert to Enquiry on the target row
Confirm the conversion in the dialog

The target status automatically changes to Converted. A new enquiry is created and linked to both the customer and the campaign. The enquiry will appear in the Enquiries module tracker, providing a seamless transition from outbound prospecting to active sales engagement.

Viewing Target Details

To view the full details for an individual target:

Navigate to the Targets tab within a campaign
Click the ⋮ menu on any target row and select View Details
The Target Detail page opens with the target's full information

The Target Detail page provides:

Target Details Card - All target fields displayed in a detail form. Toggle Edit to modify fields such as status, channel, notes, and dates. Click Save after making changes.
Actions Panel - Quick actions for the target:
- Convert to Enquiry - Convert this target into an enquiry (disabled if already converted)
- Add to Story - Attach notes and comments to the target's activity history
- Add Request / Add Reminder - Create linked requests or reminders (if enabled for your organisation)
- Subscribe - Follow updates on this target
Story Log - Full activity history for this target, including status changes, outreach actions, and notes

Breadcrumb navigation links back to the campaign with the Targets tab selected.

Messaging Tab

The Messaging tab displays the campaign's outreach templates as copy-to-clipboard cards, making it easy to use the prepared messaging during outreach. Each card includes a copy button for quick use.

The available messaging cards are:

Pitch / One-Liner - The core pitch or value proposition for verbal or informal outreach
Email - Displays the Email Subject and Email Template together, with separate copy buttons for each and a combined Copy Full Email option
LinkedIn Template - Formatted message for LinkedIn outreach
Personalisation Notes - Guidelines for tailoring messages to individual targets

Click the copy icon on any card to copy the template text to your clipboard. You can then paste the content into your email client, LinkedIn, WhatsApp, or other communication tool.

Messaging templates are configured on the Overview tab. If no templates have been set, the Messaging tab will display an empty state with instructions to add them.

Analytics Tab

The Analytics tab presents visual metrics and charts for the campaign, giving you insight into outreach performance, conversion rates, and pipeline velocity at a glance. Analytics are also available at the campaign list level, showing cross-campaign comparisons and aggregate health metrics.

Each chart and metric card includes an ⓘ info icon you can click for a brief explanation of what the metric represents.

The analytics include:

Funnel Chart - Visualises target distribution across statuses, ordered by your configured status sequence
Conversion Rate Cards - Key metrics: contact rate, response rate, and conversion rate
Overdue / Stale Cards - Highlights targets with overdue follow-ups or stale pipelines
Channel Breakdown - Distribution of outreach by channel (Email, LinkedIn, etc.)
Activity Timeline - Timeline of recent outreach activity
Owner Performance - Per-owner metrics showing outreach volume and conversion rates
Stage Time Chart - Average time targets spend in each stage
Cycle Time Cards - End-to-end velocity metrics from first contact to conversion
Stage Conversion Waterfall - Stage-to-stage progression rates

Configuring Analytics Categories

Analytics metrics are computed using semantic categories rather than raw status names. This means your analytics work correctly regardless of how you've named your statuses. Each campaign target status is mapped to one of six categories:

Category	Meaning	Example statuses
Pending	Not yet contacted	Queued, Selected
Contacted	Outreach made, awaiting response	Contacted, Follow-up Due
Engaged	Actively responding or in conversation	Responded, Talking, Demo, Trial
Converted	Successful outcome	Converted
Closed	Unsuccessful terminal outcome	No Response, Not Interested
Archived	Removed from pipeline	Archived

To configure or update category mappings:

Navigate to the Analytics tab (on either the campaign list or a campaign detail page)
Click Configure Categories
For each status, select the appropriate category from the dropdown
Click Save to apply changes — analytics will update immediately

If any statuses are not yet mapped, an amber banner will appear prompting you to configure them. All statuses should have a category assigned for accurate metrics.

Category mappings are organisation-wide — they apply to all campaigns and only need to be configured once. If you add new custom statuses via Settings > Reference Lists, remember to assign an analytics category to them.

Story Tab

The Story tab captures a record of all interactions and changes related to the campaign, including:

Campaign status changes
Targets added to the campaign
Bulk action operations (status changes, follow-ups scheduled, outreach marked as sent)
Manual notes and comments
Conversions to enquiries

See Managing Activity History with Story Logs for more details.

Adding Notes to a Campaign

To add a note to the campaign's story:

Navigate to the Campaign Detail View
Click Add to Story in the Actions panel
Enter your note with details about campaign progress, decisions, or observations
Click Save to log the note in the Story tab

Campaign Workflow - End to End

A typical campaign follows this lifecycle:

Create - Navigate to Campaigns, click + Add..., configure the campaign name, objective, owner, dates, and default settings. The campaign starts in Draft status.
Configure Messaging - On the Overview tab, populate the Pitch Text, Email Subject, Email Template, LinkedIn Template, and Personalisation Notes fields with your outreach content.
Add Targets - Navigate to the Customers module, select the target customer group, and use Add to Campaign to add them as campaign targets.
Activate - Change the campaign status from Draft to Active to signal the team that outreach can begin.
Execute Outreach - On the Targets tab, use the Messaging tab templates to compose messages. Use Mark Sent and Schedule Follow-up bulk actions to manage the outreach process.
Track Responses - Update target statuses as responses come in. Use Change Status to move targets to Responded or Not Interested.
Convert Winners - For targets that show interest, use Convert to Enquiry to create a linked enquiry record in the Enquiries module.
Complete - Once all targets have been processed, change the campaign status to Completed.
Archive - When a completed campaign is no longer needed in the active tracker, change the status to Archived. The campaign and all its data are preserved but hidden from the default view.

Integration with Other Modules

The Campaigns module connects with other E2E modules to support the full outreach workflow:

Customers - Targets are added to campaigns directly from the Customers module tracker view. Customer records are hyperlinked from target rows, allowing quick navigation to the full customer profile. Adding a target creates entries in both the campaign and customer story logs.
Enquiries - Campaign targets can be converted into enquiries in the Enquiries module, pre-populating the enquiry with customer details. This creates a seamless handoff from outbound prospecting to active sales management.
Story Log - All campaign activities are tracked in the Story Log, providing a full audit trail of changes, status updates, and notes across the campaign lifecycle.

Customising Campaigns Module

Users can customise the Campaigns module to better suit their business needs:

Modify the fields displayed in the Campaign Tracker View, or add or remove fields or columns, change field types, and set mandatory fields by navigating to Settings > Modules > Configure Module View
Adjust the reference lists for campaign objectives and statuses under Settings > Reference Lists. From here you can modify or add status options and determine which status options set the campaign record as active or inactive (archived).
When adding or renaming campaign target statuses, assign an analytics category via the Configure Categories button on the Analytics tab. This ensures analytics metrics remain accurate with your custom statuses.
Configure the KPI section to display relevant metrics by navigating to Settings > Modules > Charts.
Enable or disable specific KPI cards and modify the data points displayed.