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Sales & Marketing Hub · Feature guide

Create campaign plans, budgets and measurable goals

Give a campaign a clear objective, original-currency budget, dates and an operational goal your team can actually verify.

Audience: authorised staffReviewed 13 November 2026

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

Marketing → Campaigns → Create campaign

Permission

Manage campaigns, forms and email

Before you begin

Agree the purpose of the campaign and which observed outcome matters. The budget is a planning figure, not automatically imported advertising spend.

Follow these steps

  1. Create a campaign and enter Resource name, Internal description and Campaign objective.
  2. Enter Budget and a three-letter Currency code. Set Start date and End date if the campaign has a planned period.
  3. Enter UTM source, UTM medium and UTM campaign labels that your team intends to use.
  4. Choose Measure goal using and enter Goal target. Save the draft.
  5. Open the campaign workspace and review the Campaign plan and goal before attaching assets.

Fields and options

Budget and currency
Non-negative budget with at most two decimal places and a three-letter currency code. Different currencies are not added into one total.
Dates
Dates use YYYY-MM-DD. An end date cannot be earlier than the start date.
Goal
Form & survey responses, SMTP accepted messages, or Completed workflow runs. Target is a whole number from 0 to 1,000,000; 0 means no target is set.

Rules and limits

  • UTM labels are saved planning values. The Hub does not infer external click attribution or rewrite every link automatically.
  • Campaign results count observed activity on currently attached, accessible assets, across all time.
  • A planned campaign date does not schedule audience execution or ad-network spending.

Check the result

  • Check the saved objective, dates, budget currency and selected goal metric.
  • Confirm the workspace distinguishes planned budget from observed outcomes.

If something does not look right

  • If a budget is rejected, remove currency symbols and thousands separators from the number.
  • If the response goal is restricted, the viewer may lack permission to inspect submission-related metrics.

Common questions

Does campaign budget show actual advertising spend?

No. It is a planned budget entered in the campaign configuration.

Are results limited to the campaign dates?

The current campaign workspace reports all-time observed activity for the assets currently attached.