Clone a campaign, change the tokens, launch.

A campaign type works like a channel: it sets the member statuses, their order, and which of them count as success. Each campaign is one instance of a type, with its own assets, token values, and members. Folders group campaigns by team, quarter, or region.

Conference, Tradeshow, and Dinner / Roundtable come ready for field events, each with its statuses set up. Webinars use six fixed statuses that match what webinar platforms report, from Invited to Attended On-Demand. You can edit the field event types and add your own for anything else.

Workflows, the Salesforce sync, connected webinar and event platforms, CSV imports, the API, and manual edits. Automated changes only move members forward, so an attendee never slips back to Invited.

The type, description, token values, and the whole folder tree, including emails as drafts, workflows rewired to point at the new copies, and forms. Members stay with the original, so the copy starts empty.

Link a campaign to a new or existing Salesforce campaign and members and statuses sync both ways. Changes made in Conversion reach Salesforce in about ten seconds, and success statuses count as responded for Salesforce reporting. The connection uses Conversion's managed package.