Regular Campaigns

-- If you prefer a video walk through, check out this video.

Regular campaigns are a sequence of automations, such as emails, tasks, tags and status updates. You can start any contact on a regular campaign at any time, and they will always start on step 1.

Regular campaigns are often used for general nurturing of your clients and can be automated from link clicks, website visits, tag rules, form submissions, or they can be started manually.

Here's what a regular campaign structure could look like:

Event-Based Campaigns

-- If you prefer a video walk through, check out this video.

Event-based campaigns are all based around a specific date and time. The date and time is stored on the contact's record in the "Events" tab. You can add an event for multiple contacts in your database (for a trade show, etc.) or for a single individual (birthday or renewal date).

Event-based campaigns are used for promotions or shows or for things that happen annually that you would like to automate actions around.
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This is how an event-based campaign might look:
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IMPORTANT NOTE: If you have an event-based campaign and start a contact on the campaign, they will NOT receive any steps that have already passed their delivery date.

For more tips on building and editing your campaigns, click here.

For campaign best practices, click here.