Campaigns

A campaign in Pulse is a coordinated marketing or sales activity with a goal, budget and timeframe — e.g. a webinar series, ABM push, content programme or conference.

Create a campaign

From Pulse → Campaigns → + New:

• Name — "Q3 PMO Director Webinar Series"
• Code — internal identifier (e.g. Q3-WEB-01)
• Campaign type — Webinar / Content / Partner / ABM / Event / Other
• Owner — who's running it
• Status — Planning / Active / Complete / Cancelled
• Start date + end date
• Primary objective — "Generate 50 qualified leads"
• Budget total + actual spend
• Goals + metrics (free text)

Or ask Sage

"Set up a Q4 ABM campaign for construction sector, £8k budget, Oct through Dec, target 20 qualified leads"

Campaign tabs

Each campaign detail page has:

• Basics — what you entered
• Audience — segments + sizes
• Messaging & creative — assets used
• Channels & tactics — webinars, ads, email etc.
• Pipeline & attribution — opportunities sourced/influenced
• Performance — leads, MQLs, SQLs by week
• Workflow & milestones — checklist for the campaign

Attribution

When you create an opportunity you can link it to a campaign. Sageon Business then attributes pipeline £ and won £ back to the campaign so you can measure ROI.

Closing a campaign

Set status to Complete, fill in outcome metrics (actual leads, pipeline generated, won £). The campaign appears in the Pulse dashboard "Live & upcoming" panel.

Tips

• Set goals upfront. "Run the webinar" isn't a goal. "50 SQLs" is.
• Measure attributed pipeline, not just leads. Lead volume is vanity; pipeline £ is value.
• Run fewer, bigger campaigns. 4 high-quality campaigns/year beats 40 half-baked ones.