Marketing Campaigns

Marketing campaigns in Ambivo let you organize and execute targeted outreach to groups of leads and contacts. Whether you are running an email drip sequence, a seasonal promotion, or an event invitation, campaigns help you manage the effort and measure results.

What Is a Campaign?

A campaign is an organized marketing effort aimed at a specific audience. In Ambivo, a campaign record tracks:

• Who you are targeting (campaign members — leads and contacts)
• What you are sending (email content, SMS messages)
• When it goes out (scheduling and frequency)
• How well it performed (analytics — opens, clicks, responses)

Getting There

• Log in to Ambivo
• Click Campaigns in the left sidebar
• You will see a list of all campaigns with their names, statuses, and key metrics

Create a Campaign

1. 1

   Open create form

   From the Campaigns list, click + New or Create Campaign.

2. 2

   Enter details

   Campaign Name — A descriptive name (e.g., "Q2 Product Launch Email Series"); Type — The channel for the campaign (Email or SMS); Start Date — When the campaign begins; End Date — When the campaign ends (optional); Description — A brief summary of the campaign's purpose.

3. 3

   Save

   Click Save.

Campaign Types

Add Members to a Campaign

Campaign members are the leads and contacts who will receive your outreach.

1. 1

   Open members section

   Open the campaign and go to the Members section.

2. 2

   Add members

   Click Add Members and choose how to add them: search and select individual leads or contacts; import from a list or filter; or add from a saved view of leads or contacts.

3. 3

   Confirm

   Confirm the additions.

What Happens Next

Added members appear in the campaign's member list. As the campaign runs, each member's engagement (opened, clicked, responded) is tracked.

Configure Campaign Content

1. 1

   Open content settings

   Open the campaign and go to the Content or Settings section.

2. 2

   Create message content

   Write the email subject and body. Use merge fields to personalize messages (e.g., insert the recipient's first name). Add links, images, or call-to-action buttons.

3. 3

   Configure drip sequence

   For drip campaigns, set the time delay between messages (e.g., Day 1, Day 3, Day 7) and create different messages for each step in the sequence.

4. 4

   Save

   Click Save.

Launch and Manage a Campaign

Launching

1. 1

   Review campaign

   Open the campaign and verify the members, content, and schedule.

2. 2

   Activate

   Click Activate or Launch and confirm to start sending.

Pausing

1. 1

   Pause campaign

   Open an active campaign and click Pause. The campaign stops sending until you resume it.

Resuming

1. 1

   Resume campaign

   Open a paused campaign and click Resume. Sending continues from where it left off.

Campaign Analytics

After a campaign is running (or completed), review its performance.

Key Metrics

Viewing Analytics

1. 1

   Open analytics

   Open the campaign and go to the Analytics or History section.

2. 2

   Review metrics

   Review overall metrics and per-member engagement. Use these insights to refine future campaigns.

Marketing Sources

Marketing sources track where your leads come from. When creating leads, you can set the source (e.g., Website, Referral, Campaign). This data feeds into reporting so you can see which sources generate the best results.

Viewing Source Performance

• Go to the Performance dashboard in CRM
• Look at the Deal Sources chart to see revenue by source
• Use this information to invest more in your highest-performing channels

Common Questions

Tips and Best Practices

• Always personalize your messages using merge fields — personalized emails get higher open rates
• Start with a small test group before launching to your full audience
• Monitor analytics after the first send and adjust content if open rates are low
• Use drip campaigns to nurture leads over time instead of sending everything at once
• Keep your campaign lists clean — remove bounced emails and unsubscribed contacts
• Track marketing sources consistently to understand your best lead channels

Related Guides

• CRM-001 — Leads Management
• CRM-002 — Contacts Management
• CRM-006 — Auto-Assign Leads and Tasks to Your Team
• CRM-014 — Workflows