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A campaign in Hubhus is the foundational structure where all customer-related activity is grouped. Think of a campaign as the container for all leads, events, checklists, fields, and automations tied to a specific purpose—like handling inquiries, managing sales, or running customer projects.

When to use this

• You want to organize leads and actions around a specific process (e.g. "Quotations", "Ramp orders", "Customer support")

• You need different forms, fields, or workflows for different types of customers

• You want to track performance or history separately across workflows

Key concepts

1. Campaign vs. Lead vs. Event

• Campaign: The main workspace (e.g. “Ramp Projects”)

• Lead: A customer entry within that campaign (e.g. “Jane Doe - Order #4812”)

• Event: A calendar item related to the lead (e.g. “Site visit with Jane on Thursday”)

Each campaign can have:

• Unique fields and forms

• Its own status pipeline

• Automations and booking setup

• Assigned calendar resources

2. When to create a new campaign
Create a new campaign if:

• You need different types of data fields

• You want separate checklists or booking flows

• You are managing a new business area or workflow

3. Campaign templates: Start faster with prebuilt logic
When creating a new campaign, you can choose from a list of campaign templates. These templates are pre-configured with:

• Automations (email/SMS triggers)

• Custom fields

• Status pipelines

• Placeholder-ready messages

• Booking or checklist configurations

This saves time and ensures consistency across similar workflows. You can always adjust the setup after creation.

4. Real-world campaign examples

• A construction business might have:

  • Campaign: “Quotations”

  • Leads: All quote requests

  • Events: Site surveys or follow-up calls

• A service company could use:

  • Campaign: “Service Visits”

  • Leads: Each customer visit

  • Events: Scheduled technician appointments

Best practices

• Start with one campaign per business process

• Don’t overload a single campaign with unrelated leads

• Use consistent naming, icons, and status colors for clarity

• Remember: each campaign can be customized without affecting others

Learning outcome
After reading this, you should understand:

• What a campaign is

• How it differs from leads and events

• When and why to set up new campaigns

• How templates can speed up campaign setup

• How campaigns structure your data in Hubhus

? Common searches

campaign setup • project management • workspace configuration

? Also known as

project • workspace • pipeline

Related articles

Understanding campaign filters and sources
Understanding the lead lifecycle
What is Hubhus? - START HERE
What is the Hubhus API?
Building workflows in Hubhus