Attach campaign assets and review observed results
Bring the right emails, forms and workflows into a campaign without copying them, then inspect the outcomes the Hub records.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Campaign → Open campaign workspace → Assets / Results / Activity
PermissionManage campaigns, forms and email; editing access to the campaign and attached asset
Before you begin
Prepare the campaign and the assets you want to associate with it. Attaching an asset is a relationship change; it does not approve, publish or send that asset.
Follow these steps
- Open the campaign workspace and choose Add assets.
- Choose Asset type, search existing resources and inspect their status. Choose Add for an eligible item.
- Open the Assets tab to check each association. Use Remove association when an asset belongs elsewhere.
- Review Results for email, automation and enquiry/feedback states. Read the measurement note before presenting totals.
- Open Activity to see campaign relationship events, or Campaign details to review the plan and publication state.
Fields and options
- Eligible asset
- The picker requires editing access and a non-archived resource. A campaign cannot attach another campaign.
- Single campaign relationship
- An asset belongs to at most one campaign at a time. Detach it from the current campaign before attaching it elsewhere.
- Pagination
- Assets and the candidate picker show 40 resources per page.
Rules and limits
- Association changes do not change the content revision or approval.
- Removing an association retains the asset and its history.
- Metrics respect visible assets, initiating staff scope and privacy access. They are observed activity, not revenue or multi-touch attribution.
Check the result
- Confirm the selected asset appears once in Assets.
- Check Results labels distinguish SMTP acceptance, workflow completion and submission counts.
If something does not look right
- If Add is unavailable, check ownership, archive state and whether the asset already belongs to another campaign.
- If totals change after reassociation, remember that results are based on assets currently attached.
Common questions
Does adding an approved email to a campaign send it?
No. Email delivery must be explicitly queued through the published email.
Can I attach one asset to two campaigns?
Not in this release. Remove its existing association first.