Execution Docs

Campaigns and Actions

Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.

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Overview

Campaigns are planned launches aimed at a defined audience. Campaign actions are the steps your team uses to prepare, launch, monitor, and improve each campaign.

Campaign structure improves launch coordination.
Action checklists reduce missed steps.
Documented campaign setup makes recurring launches faster.

Common Actions

What teams usually do in this area

Create or duplicate a campaign
Launch or pause a campaign
Review campaign action status
Analyze campaign results
Roll campaign learnings into templates

How to Create

1

Create the campaign

Define the campaign objective, audience, and timing.

2

Choose audience and exclusions

Use segments and suppression groups before launch.

3

Use a template or custom setup

Apply a template for repeatable launches or build manually when needed.

4

Review and launch

Confirm owners, checklist items, and reporting view before go-live.

How to Connect

1

Connect sources and segments

Targeting quality depends on reliable source data and shared segments.

2

Connect reporting

Save dashboard/report views for campaign reviews.

3

Connect follow-up to flows

Send campaign outcomes into flows for automated next steps when needed.

Campaign Action Examples

Prepare audience and exclusions.
Launch and monitor campaign performance.
Track follow-up tasks and next steps.
Review results and optimization changes.

Launch QA

Objective, timing, and owners are defined.
Audience and exclusions are validated.
Reporting is ready before launch.

FAQ

Quick answers to common questions about campaigns.

What are campaign actions?

Campaign actions are the operational steps used to prepare, launch, monitor, and improve campaigns.

Should I use templates for campaigns?

Use templates for recurring campaigns and stable launch patterns.

How do campaigns connect to flows?

Campaign outcomes can feed flow triggers or follow-up automations.

Why are campaign comparisons messy?

Check naming consistency, segment definitions, and reporting filters.

Related Docs

Continue with the next topics teams usually read together.

Execution

Templates: Reusable Campaign and Flow Setups

Build reusable templates for repeatable campaigns and automations so teams launch faster with fewer mistakes.

Audience

Segments: How to Create and Use Audiences

Build reusable audience segments for campaigns, flows, and reporting with clear rules and better targeting.

Analytics

Dashboard and Reports

Track campaign, flow, and audience performance with dashboards and reports that support weekly operating reviews.