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Campaigns

Run every campaign from one place

A campaign holds the emails, forms, pages, workflows, and members for one program. Clone it for the next one and keep the Salesforce campaign in sync without touching a spreadsheet.

The challenge

What's broken today

A folder tree nobody can navigate

Assets buried five folders deep, named by convention, found by whoever built them.

Cloning that breaks half the links

Every program is rebuilt from a template, then fixed by hand when tokens and smart lists don't carry.

Statuses that reach Salesforce late

Registrations and attendance land in the CRM hours later, if the sync doesn't error first.

The solution

How Conversion solves this

One home for every campaign

Emails, forms, landing pages, workflows, and members live inside the campaign. Organize campaigns in folders by team, quarter, or channel.

Q4 Webinars
Attribution for MOps
Invite email
Registration form
Reminder workflow
Salesforce Sync Deep Dive
Field Events
event_date Oct 14
speaker Levi Kline
registration_url Set
join_link Per member

Clone it, change four values, launch

Date, speaker, and registration link are campaign tokens referenced by every asset. Duplicate the campaign and update the tokens, not twenty emails.

Statuses that fill themselves in

Invited, Registered, Attended, No-Show. Forms, workflows, and connected webinar and event platforms move members forward automatically.

Invited 1,240
Registered 412
Attended 286
No-show 126

Members synced to Salesforce

1,240

Campaign and member status, both directions

Sync lag

Seconds

Managed packages

0

Two-way Salesforce campaign sync

Link a campaign to its Salesforce campaign once. Members and statuses sync both ways, so campaign reporting in Salesforce just works.

Prebuilt campaign types

Webinar, field event, content syndication, paid media, nurture. Each type carries its member statuses and success status, so every new campaign starts with the right structure. Add your own types anytime.

Campaigns this quarter

By prebuilt type

Webinar Email Event Nurture Ads
FAQ

Frequently asked questions

A campaign type is the equivalent of a channel: it defines the status set and which statuses count as success. A campaign is the equivalent of a program. Folders nest without a depth limit.

Webinars, field events, content syndication, paid media, nurture, and partner programs come with their own status sets. You can edit them or add new types.

Forms, workflow nodes, the Salesforce sync, connected webinar platforms, and manual edits. Automation only moves members forward. New members receive the first status unless the sync or a person sets another.

Yes. A registration through a Conversion form or a connected webinar platform creates or updates the contact, adds them as a member, and records the event on the contact and company timeline.

Yes. Campaign costs can be recorded on the campaign and compared with attributed pipeline and closed-won value in Mosaic.

See a webinar campaign run end to end

Registration form, reminders, attendance, and the Salesforce campaign updating in real time.