Campaign members & outbound sending
A campaign is more than a budget: it holds the people you target (members), the interactions you log (touchpoints), and, if you enable it, the emails and Zalo messages you send.
When to use
Use this when you need to build an audience for a campaign, trace who responded, send a message to the audience, or open an internal project for the campaign’s work.
Before you start
- Permissions:
campaigns:readto open campaigns;campaigns:writeto add members, log touchpoints, convert members, and record costs;campaigns:sendto send email or Zalo ZNS;projects:writeto create a project from the campaign. - Toggles:
business.campaign_outbound_sending(default Off) must be on before any send.business.campaign_auto_touchpoints(default Off) records touchpoints automatically from CRM activity, tracking links, deals, and sends. - Email and Zalo ZNS only run through providers connected in Integrations. Without a connection, sending does not work.
Step by step
Open the campaign
Go to Campaigns (/prod-mkt/campaigns) and open a campaign (/prod-mkt/campaigns/[id]).
Add members
Add people as members from leads, contacts, a CRM segment, a CSV file, or a filter. Segment import goes through the CRM segments service, and duplicates are checked within the company.
Log or collect touchpoints
Log touchpoints by hand, or let the system record them when automatic touchpoints are on. Each touchpoint feeds the campaign score of the lead.
Send a message
With sending enabled, choose the audience and send an email or a Zalo ZNS message. Emails include open and click tracking and an unsubscribe link. Delivery results come back through the provider’s webhooks.
Convert members
Convert a responding member and optionally link the deal. When a deal is won, every member linked to that lead or contact is converted once.
Create an internal project
If the campaign needs execution work, create a project from the campaign detail page. It is created once and linked to the campaign.
Touchpoint sources
| Source | Recorded when |
|---|---|
| Manual | A user logs the touchpoint. |
| CRM activity | An activity is logged in CRM for the lead. |
| Tracking link | A visitor clicks a channel link tied to the campaign and becomes a lead. |
| Deal | A deal is created or won. |
| Email / Zalo | A message is sent or reacted to. |
| Ad platform | A lead arrives from a connected ad form. |
Tips & common mistakes
- Turn on sending only after the email or Zalo provider is connected and tested.
- Respect unsubscribes: do not re-add someone who has opted out.
- Check the member count before sending; the audience count in the confirmation is the active members.
- Link the right deal when converting, otherwise ROI cannot trace the revenue.