📝 Overview
Custom CRM Campaigns let you create dedicated landing pages with unique tracking links for different marketing activities. Each campaign tracks visitors, registrations, trials, and conversions so you can measure exactly how your marketing efforts are performing and identify where in your onboarding funnel you can improve.
To access campaigns, navigate to CRM ➜ Campaigns from the sidebar menu.
💡 You still have access to all standard links for website, Facebook, and Instagram from the basic Engage package so you can track where leads are coming from using the standard landing page.
🎥 Video Tutorial
You can watch a video about our CRM Campaigns here.
🛠️ Creating a Campaign
To create a new campaign, click Add Custom on the right-hand side under Custom Campaigns & Sources.
Click the arrow to learn more about campaign setup
Click the arrow to learn more about campaign setup
In the pop-up, add a Title for your campaign. A unique slug will be automatically generated, this is what appears in the URL and is used to track activity.
You can also set optional Goals for the campaign to unlock progress insights on the performance page. For example: 30 visitors, 25 registrations, 20 trials, 10 conversions.
🛠️ Managing Campaigns
Once created, your campaign appears in the list view with several action buttons on the right of each entry.
Click the arrow to view campaign action options
Click the arrow to view campaign action options
Configure (Page) — Opens the landing page builder where you configure the content and form for this campaign's landing page. See the Configure Page section below.
Links — Click the link icon to see options for Standard, Facebook, and Instagram. Each copies the landing page URL to your clipboard for pasting wherever you want to capture leads.
Performance (Page) — Opens the campaign's performance dashboard with leads and stats. See the Performance Page section below.
Update Campaign — Make changes to the campaign title and goals.
⛔️ If you change the title or slug of an active campaign, the existing link will stop working wherever it has already been shared.
Remove Campaign — Removes the campaign entirely along with all its data. The link will fall back to the default landing page form.
🛠️ Configure Page
The Configure Page is where you build the form that customers see when they visit your campaign's landing page. It has the same options as your standard landing page form. Once you have configured the content, click Save Config to make it live.
Click the arrow to view menu bar options
Click the arrow to view menu bar options
Campaigns — A dropdown to switch between campaigns.
Preview Page — Opens a new tab showing the page your customers will see, including the form. We recommend testing this yourself first.
Performance — Loads the performance page for the selected campaign.
Save Config — Saves the current configuration and updates the live landing page.
📊 Performance Page
Once traffic starts coming through your landing page, the Performance Page populates with data and insights to help you understand how the campaign is doing.
Click the arrow to learn about performance metrics
Click the arrow to learn about performance metrics
The Visitors graph shows an overview of where your leads are coming from (website, Facebook, Instagram) and when they came in.
The four info boxes below the graph provide key stats. If you set campaign goals, a progress chart will appear underneath each box showing performance against your projections.
Visitors — Unique visitors shows the number of different people who clicked through to the landing page. Total visitors includes repeat visits by the same person.
Registrations — The total number of people who completed the form and registered their details as a lead.
Trials — The number of leads who went on to start a trial with you.
Conversions — The number of leads from this campaign who converted to a full customer.
Leads List — A full list of leads who came through this campaign, with clear indicators showing which are in trial and which have converted.
Analysing Performance
These insights are valuable for understanding your onboarding funnel and identifying where you may be losing potential customers.
🧠 Example: Getting lots of leads registering but very few starting trials? Consider whether a free drop-in or more trial options might help. Getting lots of trials but few conversions? Is a coach reaching out personally during the trial period? What could be improved in the trial experience?
📝 Combining with Automations
Campaigns become even more powerful when combined with CRM automations. You can create a custom set of automated communications and checkpoints for leads that come through a specific campaign, for example, a campaign called "Women's Yoga" that automatically sends bespoke emails, in-app messages, and assigns coach check-ins based on set delay times and criteria you design.
💡 To see the full guide on setting up automations with custom campaigns, see the guide here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens if I change the slug of an active campaign?
Click the arrow to see the answer
Click the arrow to see the answer
The existing link will stop working wherever it has already been shared. Any new traffic will need the updated link.
What happens if I remove a campaign?
Click the arrow to see the answer
Click the arrow to see the answer
The campaign and all its data will be removed. The link will fall back to your default landing page form.
Can I run multiple campaigns at the same time?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Each campaign has its own unique link, landing page configuration, and performance tracking, so you can run as many as you need simultaneously.