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.

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.        

   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. 

3. If you want to include all the buildings in the list to the campaign, click Select All. Otherwise, select the individual properties. 

4. The Actions dropdown menu appears, select Assign to campaign. 

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. 

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. 

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 (PDP) and the Dashboard.

Manage a campaign from PDP

1. Click Campaigns .

2. From the Campaign pop-up that opens, click Manage. 

3. From the Manage Campaigns screen that opens, you can:        

   1. Click the All Campaigns dropdown to filter the campaigns. 

   2. Click New Campaign to create a campaign.

   3. Change the color of the campaign by clicking the color circle.                

      Note: This applies only to the campaigns you created.

   4. Change the name of the campaign by clicking on the campaign name.                

      Note: This applies only to the campaigns you created.

   5. Share the campaign with the team by clicking Share campaign .                

      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: This applies only to the campaigns you created.

                 

   7. Change the view of the campaign table by hovering over the column name and clicking More . 

      1. On the pop-up that opens, select how you want to organize the column. 

      2. On the pop-up that opens, click layout-three-columns to select the columns you want to have on a table. 

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 in Convex

• See Navigating Convex Dashboard view