Campaign Overview
Campaigns are how Client Portal organizes targeted outbound effort within your markets. While a market defines the candidate landscape, a campaign is a focused initiative to reach specific contacts within that market over a defined period.
What Is a Campaign?
A campaign is a structured outreach effort that targets a specific set of contacts within one of your markets. Campaigns help you track:
- Which contacts are being reached out to
- How many calls have been made and what the outcomes were
- What intelligence has been gathered from the conversations
- Overall progress toward covering the target contact list
Think of a market as the territory and a campaign as the mission within that territory.
Campaign Statuses
Each campaign has a status that tells you where it stands:
| Status | Meaning |
|---|---|
| Active | The campaign is currently running. Outreach is in progress and calls are being made. |
| Paused | The campaign has been temporarily stopped. It can be resumed at any time. |
| Completed | The campaign has finished its run. All planned outreach has been completed. |
| Draft | The campaign is being set up but has not started yet. |
Campaigns and Markets
Every campaign belongs to a single market. This relationship ensures that all activity within a campaign feeds directly into the intelligence picture for that market.
A single market can have multiple campaigns over time. For example, your "M&A -- New York" market might have:
- An initial validation campaign that covers 50 contacts to assess the market
- A follow-up campaign focused on contacts who showed interest in the first round
- An ongoing coverage campaign for sustained market presence
All call data, signals, and analytics from a campaign automatically feed into the parent market's intelligence. You do not lose any data when a campaign ends -- it all compounds within the market.
Campaign-Level Metrics
Each campaign tracks key metrics that help you understand its progress and effectiveness:
| Metric | What It Measures |
|---|---|
| Contact Count | Total number of contacts in the campaign |
| Calls Made | Number of outbound calls completed |
| Connection Rate | Percentage of calls that resulted in a real conversation |
| Meetings Booked | Number of meetings scheduled from campaign calls |
| Signals Captured | Intelligence signals extracted from campaign conversations |
These metrics give you a clear picture of how productive each campaign is and how it contributes to your overall market coverage.