Step 1 — Build campaign
- Create campaign record.
- Configure targeting and schedule.
Exit condition: Campaign is valid and ready for launch.
Use this page for step-by-step guidance on the Promotions workflow, including practical setup, day-to-day use, and operational handoffs.
Use this guide to set up campaigns, monitor performance, and optimize active promotion windows.
Where: Promotions → Campaigns list
Used for: Tracking the status of campaigns and what is currently running or scheduled.
Where: Promotions → New Campaign
Used for: Setting up a promotion window with the right targeting and timing.
Where: Promotions → Campaign detail → Targeting
Used for: Ensuring the campaign reaches the intended segment without leakage.
Where: Promotions → Campaign detail → Metrics
Used for: Optimizing active campaigns and capturing learnings for future runs.
Exit condition: Campaign is valid and ready for launch.
Exit condition: Campaign is active with live performance visibility.
Exit condition: Campaign is optimized and closed with measurable outcomes.
Use these pages when the conversation moves from practical setup into workflow education, operating-model design, industry fit, or platform comparison.
Move from practical setup into workflow education, category definitions, and buyer-stage routing.
Explore pageOpen the authority page that explains how planning, staffing, accreditation, and reporting connect inside one operating model.
Explore pageRoute into the right industry-specific workflow model when delivery conditions vary by event type.
Explore pageUse the shortlist hub when the question shifts from running the product into evaluating platform fit.
Explore page