Add Campaign

Campaigns in Abstract ONE allow you to manage project leads campaign-wise. Each campaign is linked to a specific project, so you can track which marketing effort generated each lead.

When adding a lead in the system, selecting both Project and Campaign is mandatory. This ensures proper lead tracking and reporting across projects and campaigns.

From the Campaign List, you can:

• Add a new campaign
• Link a campaign to a project
• Set campaign status as Active or Inactive

Only campaigns marked as Active appear when adding a lead.

Access Add Campaign

Go to:

Sidebar → Manage Campaign

On the Campaign List page, click + Add Campaign on the top right. The Add Campaign drawer opens.

Case 1: Add a Campaign

To create a new campaign:

Step 1 — Open Add Campaign

Click + Add Campaign. The Add Campaign drawer opens on the right side.

Step 2 — Fill and Save

Enter the campaign details and click + Save.

On success, the system displays:

Campaign has been created successfully.

The new campaign appears in the Campaign List with a unique Campaign ID (e.g. AAC001).

If a campaign with the same name already exists under the selected project, the system displays:

Campaign already exists under this project.

Where Campaigns Are Used

Campaigns appear in the Campaign dropdown when adding a new lead. The team member must select both the project and the campaign to assign the lead correctly.

Active campaigns for a project also appear on the Project View page under Running Campaigns, showing the campaign name and lead count.

Important Notes

• Every campaign must be linked to a project.
• Campaign names must be unique within the same project. The same name can be used under different projects.
• Only Active campaigns appear when adding a lead.
• Project and Campaign are both mandatory when adding a lead in the CRM.
• Each campaign gets a unique Campaign ID automatically after creation.