# Campaigns

{% hint style="info" %}
User permission: CRM > Create Campaign.

The campaign owner has edit access to any activity which is added to their campaign, even if the assigned activity is owned by a different user.
{% endhint %}

An example of a campaign is a new product launch, which could contain activities such as emails, phone calls and meetings relating to the launch. 

When you [add an activity](https://docs.phocassoftware.com/crm/activities#add-an-activity) (business note, task, phone log or meeting), you have the option of assigning it to a campaign.

{% embed url="<https://phocassoftware.wistia.com/medias/jicr52j2qm>" %}
View, edit and create CRM campaigns
{% endembed %}

## View a list of all campaigns <a href="#managecampaigns-viewalistofallcampaigns" id="managecampaigns-viewalistofallcampaigns"></a>

Select the CRM menu button > **Campaigns**. The **Campaigns** page displays a list of all the campaigns you have permission to view. You can view, edit and delete individual campaigns from here.&#x20;

{% columns %}
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<figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2Ft9PDuhWXAqpyYZxKvu9K%2FScreenshot%202025-09-17%20at%2015.51.53.png?alt=media&#x26;token=08545aae-abc0-42bf-9d2a-bf6056545113" alt=""><figcaption><p>Desktop version</p></figcaption></figure>
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<figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FTI83jQfOkFPnUudrk2HI%2FScreenshot%202025-09-17%20at%2015.54.12.png?alt=media&#x26;token=49de5415-3dbe-48dc-bc78-704a209cee08" alt="" width="77"><figcaption><p>Mobile-friendly version</p></figcaption></figure>
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{% endcolumns %}

## Find a campaign <a href="#managecampaigns-findacampaign" id="managecampaigns-findacampaign"></a>

On the **Campaigns** page, you can find a particular campaign using the filter and search options above the grid or by sorting the list.

{% tabs %}
{% tab title="Desktop version 2" %}

* Use the **Owner** filter to display only your campaigns or campaigns that belong to another user (that you have permissions to view).
* Use the **Team** filter to display campaigns allocated to a specific team to which you belong.
* Use the **Search** box to search for a specific campaign by name. This performs an *is like* search on all columns.
* Click a column heading to sort data into ascending or descending order.&#x20;

Filters remain active until you turn them off, so if you apply a filter and move away from the screen and then return, the filter will remain. To clear any filter you have applied, choose **Select none** from the dropdown list.&#x20;

Learn more about [filtering and searching in CRM](https://docs.phocassoftware.com/crm/overview-of-crm#getstartedwithphocascrm-workwiththecrmgrids-1).
{% endtab %}

{% tab title="Desktop version 1" %}

* Use the **Owner** filter to display only your campaigns or campaigns that belong to another user (that you have permissions to view).
* Use the **Team** filter to display campaigns allocated to a specific team to which you belong.
* Use the **Search** box to search for a specific campaign by name. This performs an *is like* search on all columns.
* Click a column heading to sort data into ascending or descending order.&#x20;

Filters remain active until you turn them off, so if you apply a filter and move away from the screen and then return, the filter will remain. To clear any filter you have applied, select **All** from the dropdown list.&#x20;

Learn more about [filtering and searching in CRM](https://docs.phocassoftware.com/crm/overview-of-crm#getstartedwithphocascrm-workwiththecrmgrids-1).
{% endtab %}

{% tab title="Mobile" %}
To find the **Campaign** you requir&#x65;**,** type your search term into the box, such as a campaign name, owner, or team, and any matching results will instantly be displayed.
{% endtab %}
{% endtabs %}

## Add a campaign   <a href="#managecampaigns-addacampaign" id="managecampaigns-addacampaign"></a>

{% tabs %}
{% tab title="Desktop version 2" %}

* On the **Campaigns** page, select **Add campaign**.<br>

  <div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2F0AmyZTReL9vx6FHQUslq%2FScreenshot%202025-09-18%20at%2009.18.20.png?alt=media&#x26;token=15349974-3c5d-4b10-8f4b-184c262eb59d" alt="" width="375"><figcaption></figcaption></figure></div>

* Type a name for the campaign and, if you are not the owner, assign an owner from the drop down menu. <br>

  <div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FJwUoPAzJCVTMCXR0Oh6a%2FScreenshot%202025-09-18%20at%2009.58.42.png?alt=media&#x26;token=bdf20ebe-fe0f-4f10-8287-90493fdea62c" alt="" width="375"><figcaption></figcaption></figure></div>

* Select **Save**. If successful, a new tab displays, allowing you to [add activities](https://docs.phocassoftware.com/crm/activities) to the campaign. \
  \
  ![](https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FBMYWKtkUpP0sgQAPyu2H%2FScreenshot%202025-09-18%20at%2010.40.47.png?alt=media\&token=c8c7d693-1cd1-4807-9894-1d8e901313e6)<br>

* When done, select **Close**.
  {% endtab %}

{% tab title="Desktop version 1" %}

1. On the **Campaigns** screen, click **New**.

   ![](https://docs.phocassoftware.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F1DdwWAKI55yCxN4CVAUT%2Fblobs%2FVGWW2gYlrZ2SzJp2BfgG%2F614485.png\&width=768\&dpr=4\&quality=100\&sign=f43812ea\&sv=2)
2. Type a name for the campaign and, if you are not the owner, assign an owner from the drop down menu.

   ![](https://docs.phocassoftware.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F1DdwWAKI55yCxN4CVAUT%2Fblobs%2FAIgsJrnNUz65kVab8ae1%2F614483.png\&width=768\&dpr=4\&quality=100\&sign=33d828a1\&sv=2)
3. Click **Save**. If successful a new tab displays, allowing you to [add activities](https://docs.phocassoftware.com/crm/activities) to the campaign. You can come back to this tab later.
4. Click **Close.**
   {% endtab %}

{% tab title="Mobile" %}

* On the **Campaigns** page, select **Add campaign**.
* Type a name for the campaign and, if you are not the owner, assign an owner from the drop down menu.&#x20;
* Select **Save**. If successful, options to [add activities](https://docs.phocassoftware.com/crm/activities) and **Edit** the campaign will appear.&#x20;
* When finished, select **Close** or use the back button.

<div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2Fe4AKENzCzO3G0rwdBLDA%2Faddcampaigncrmmobile.gif?alt=media&#x26;token=41304ccd-10b0-4046-8f2b-190abb03c9b1" alt="" width="91"><figcaption></figcaption></figure></div>
{% endtab %}
{% endtabs %}

## Add activities to a campaign <a href="#managecampaigns-addactivitiestoacampaign" id="managecampaigns-addactivitiestoacampaign"></a>

All activities (business note, phone log, meeting, task) can be assigned to a campaign.

The campaign owner can view and edit all activities that are added to the campaign, even if the activity is owned by a different user.

{% tabs %}
{% tab title="Desktop version 2" %}

1. [Open the activity or create a new activity](https://docs.phocassoftware.com/crm/activities).
2. From the **Campaign** dropdown list, select the campaign to which you want to add the activity. Only campaigns you have permission to view display in the list.
3. When done, select Save, and then **Close.** When you return to the activities page, the campaign now displays in the grid.

<div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FWWsz8nlY90Vo1RR0M6cY%2Fadd%20activities%20to%20a%20campaign%20CRM.gif?alt=media&#x26;token=09b5cd82-096d-47d8-963a-3bc302ea519f" alt="" width="375"><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="Desktop version 1" %}

1. [Open the activity or create a new activity](https://docs.phocassoftware.com/crm/activities).
2. From the **Campaign** dropdown list, select the campaign to which you want to assign the activity. Only campaigns you have permissions to view display in the list.

   <div align="left"><figure><img src="https://content.gitbook.com/content/1DdwWAKI55yCxN4CVAUT/blobs/IprjY3ySIoCL5EdSVPxB/614487.png" alt="" width="108"><figcaption></figcaption></figure></div>
3. Select **Save** > **Close**.
   {% endtab %}

{% tab title="Mobile" %}

1. [Open the activity or create a new activity](https://docs.phocassoftware.com/crm/activities).
2. To add the activity to a campaign, select **Edit.**&#x20;
3. From the **Campaign** dropdown list, select the campaign to which you want to assign the activity. Only campaigns you have permission to view display in the list.
4. When done, select **Save.** The activity summary screen now displays the Campaign the activity is assigned to.

<div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FHdNeaPzTjF03KLlQX1Dw%2FaddcampaigntoactivityCRMmobile.gif?alt=media&#x26;token=f72d346f-91b6-4a57-be2a-fe4872f62364" alt="" width="91"><figcaption></figcaption></figure></div>
{% endtab %}
{% endtabs %}

## View or edit a campaign <a href="#managecampaigns-vieworeditacampaign" id="managecampaigns-vieworeditacampaign"></a>

{% hint style="info" %}
Campaigns can only be deleted in the **desktop version** of CRM.
{% endhint %}

{% tabs %}
{% tab title="Desktop version 2" %}

1. On the **Campaigns** screen, select the campaign name (blue link) to open the campaign record.
2. On the campaign record:

   * **Campaign** tab - View and edit the campaign name or assign the campaign to another owner (CRM user).
   * **Activities** tab - View and edit the activities assigned to the campaign, or delete (remove) activities from the campaign. &#x20;

   <div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2FLeAIYi9Gvmu2ZB4qIdgr%2FScreenshot%202025-09-18%20at%2012.50.37.png?alt=media&#x26;token=7064e9aa-ba3a-4c93-a26b-d1f09b0bd8ff" alt="" width="375"><figcaption></figcaption></figure></div>
3. When you're done, select **Save**, and **Close**.

{% hint style="success" %}
You can also open campaigns from the **Activities** screen (or anywhere the campaign name appears in blue as an active link).&#x20;
{% endhint %}
{% endtab %}

{% tab title="Desktop version 1" %}

1. On the **Campaigns** screen, click the campaign name (blue link) to open the campaign record.
2. On the campaign record:

   * **Campaign** tab - View and edit the campaign name or assign the campaign to another owner (CRM user).
   * **Activities** tab - View and edit the activities assigned to the campaign, or delete (remove) activities from the campaign.

   ![](https://docs.phocassoftware.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F1DdwWAKI55yCxN4CVAUT%2Fblobs%2FAPBa4CYhEuXdappFbfW1%2F614488.png\&width=768\&dpr=4\&quality=100\&sign=4678f83a\&sv=2)
3. Click **Save** > **Close**.

You can also open campaigns from the **Activities** screen (or anywhere the campaign name appears in blue as an active link).
{% endtab %}

{% tab title="Mobile" %}

1. On the **Campaigns** screen, select the campaign name to open the campaign record.
2. On the campaign record:

   * **Campaign** tab - Select **Edit** to view and edit the campaign name or assign the campaign to another owner (CRM user).
   * **Activities** tab - Search, view and edit the activities assigned to the campaign. To edit an activity, select it from the list, and select **Edit**.

   <div align="left"><figure><img src="https://4133978327-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1DdwWAKI55yCxN4CVAUT%2Fuploads%2Fje2XW8ajgcvl2J0mD8BU%2FScreenshot%202025-09-18%20at%2013.18.27.png?alt=media&#x26;token=e48a9d84-61bc-4471-aaf8-6c286a3e7021" alt="" width="188"><figcaption></figcaption></figure></div>
3. When you're done, select **Save**, and **Close**.
   {% endtab %}
   {% endtabs %}