Define a campaign type
When to use this: A new sales motion needs different fields on lead creation or visits.
Where: Operations → Campaign Types
- Open Operations → Campaign Types.
- Click Create campaign type.
- Name the type and add creation fields (for new leads) and visit fields (logged per visit).
- Save.
Success looks like
Section titled “Success looks like”The type appears in the Create campaign dropdown. New campaigns inherit its field schema.
If it goes wrong
Section titled “If it goes wrong”| Symptom | Likely cause | Fix |
|---|---|---|
| Save blocked | Required field missing label or type | Complete every field row in the builder |
| Type not in campaign dialog | Page not refreshed | Reload Campaigns; pick Create campaign again |
| Visit fields missing on log visit | Visit fields not defined on type | Reopen type; add visit fields section |