--- title: "Create a Campaign in Convex" slug: "create-a-campaign-in-convex" updated: 2026-10-15T00:26:20Z published: 2026-10-15T00:26:20Z canonical: "help.servicetitan.com/create-a-campaign-in-convex" excludeFromSearch: true excludeFromExternalSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Campaign in Convex ## Overview Campaigns allow you to organize and manage your outreach efforts strategically. By grouping property prospects into campaigns, teams can personalize communication, track interactions, and analyze performance metrics. --- ### ****Who uses this feature**** - Managers, regional managers, representatives, and salespeople - Primarily for Commercial Service and Commercial Construction business types ****Feature configuration**** - Contact [marketing@convexlabs.io](mailto:marketing@convexlabs.io) to set up a demo and get more information about Convex. ## Create a campaign Treat a campaign as your lead list of properties that optimize your sales strategies to drive better results. To create a campaign: 1. In the navigation panel, click **Map >** [Filters](/construction/docs/view-map-filters-in-convex). > [!TIP] > **Tip:** To get the most actionable results start by applying the most important filters first. For example, if you're targeting contacts in the Hospitality industry, select Hospitality from the *Contact Attributes* filters. Next, apply additional filters such as location or property size to further narrow down your results. This approach ensures you get a manageable list of properties to work with effectively. 2. After you have the list of properties that you are comfortable working with, click **View Properties**. ![View Properties](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-0fhfxskl.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 3. If you want to include all the buildings in the list to the campaign, click **Select All**. Otherwise, select the individual properties. ![ Select All](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-gqgn9dhc.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 4. The *Actions* dropdown menu appears, select **Assign to campaign**. ![Assign to campaign](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-6efgy68y.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 5. The *Campaigns* screen opens. Here you can: 1. Add the list to the existing campaign: 1. Select the campaign you want to add to the list. 2. When you're finished, click **Apply**. ![Select the campaign you want to add to the list](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-0brbnzla.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 6. Create a new campaign: 1. In the *Search or Create New* bar, enter the name of the campaign. 2. When finished, click **Create**, then click **Apply**. ![ enter the name of the campaign](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-jlx1uodb.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) > [!NOTE] > **Note:** After the campaign is created the tag with the campaign name appears on the property. ## Manage a campaign You can manage campaigns from the [property details panel](/construction/docs/deep-dive-into-the-property-details-panel-in-convex) (PDP) and the [Dashboard](/construction/docs/navigating-convex-dashboard-view). #### Manage a campaign from PDP 1. Click **Campaigns ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-1h4z8y8k.jpg?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D)**. 2. From the *Campaign* pop-up that opens, click **Manage**. ![Campaign pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-djdzv849.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 3. From the *Manage Campaigns* screen that opens, you can: 1. Click the **All Campaigns** dropdown to filter the campaigns. ![All Campaigns dropdow](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-vcvgphco.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 2. Click **New Campaign** to create a campaign. 3. Change the color of the campaign by clicking the color circle. > [!NOTE] > **Note:** This applies only to the campaigns you created. 4. Change the name of the campaign by clicking on the campaign name. > [!NOTE] > **Note:** This applies only to the campaigns you created. 5. Share the campaign with the team by clicking **Share campaign ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-ggr04lvm.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D)**. > [!NOTE] > **Note:** When you create a campaign, it is marked as private and is visible only to you. The lock sign on the campaign name indicates that it is private. 6. Delete the campaign. > [!NOTE] > **Note:** This applies only to the campaigns you created. ![ campaigns you created](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-0ms2cn3u.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 7. Change the view of the campaign table by hovering over the column name and clicking **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-9fw8t9sv.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D)**. ![Change the view of the campaign table](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-4p9xc09z.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 1. On the pop-up that opens, select how you want to organize the column. ![select how to organize the column](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-ieomzhqh.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 2. On the pop-up that opens, click layout-three-columns to select the columns you want to have on a table. ![click layout-three-columns to select the columns](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-campaign-in-convex-image-0g9au12k.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A53Z&se=2026-10-31T04%3A20%3A53Z&sr=c&sp=r&sig=OpOmJ%2FYtLlE%2FdrLXxPOk3VEjeJ8q%2B%2BoD7iSlVNBuLl8%3D) 4. When you're finished, click **Done**. #### Manage a campaign from Dashboard In the navigation panel, click **Dashboard > Workflow Dashboard**. Here, you can manage campaigns: - From the *Overview* screen, look for the *My Campaigns* section and click **Manage**. - From the *My Work* screen, click **Campaigns**. ## Want to learn more? - See [View Map filters](/construction/docs/view-map-filters-in-convex) in Convex - See [Navigating Convex Dashboard view](/construction/docs/navigating-convex-dashboard-view)