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New campaigns are used when you introduce a new workflow, a new partner, a new data model, or a new lead source.
A campaign in Hubhus is a fully isolated module with its own fields, statuses, pages, booking forms, automations, data rules, and integrations.

Below is the complete process for creating and configuring a new campaign.

1. Go to Campaign management

Navigate to:

Campaigns → Manage campaigns

If needed, create a new campaign group (for example: Sales, Service, Partners, Internal workflows).
Campaign groups help keep similar campaigns organized and easier for users to navigate.

Once the group exists, click New campaign.

2. Choose campaign type (Content name)

When creating a campaign, you must select a Content name.
This determines how items are labelled inside the interface — e.g., Leads, Items, Quotations, Orders, Cars, Applicants, etc.

This does not affect functionality; it is only the naming convention throughout the UI.

Choose the content name that best matches the workflow.

3. Fill in campaign metadata

The creation modal allows you to configure:

Campaign name

Displayed everywhere internally.

Campaign group

The folder your campaign belongs to.

Content name

What each item is called (Lead, Order, Product, Ticket, etc.).

Short representation title

Usually something like:

%lead_name%

or any field you prefer as the lead’s “title”.

Color and icon

Choose a visual identity for the campaign.

Default country of operation

Used for formatting, address logic, or country-based rules.

Language

Controls campaign-level default language for templates and pages.

Lead deletion strategy

Determines how old leads are automatically removed.
Example: Delete after 2 years since latest update.

Short description & long description

Useful for documenting campaign purpose and scope.

Template campaign

Start from scratch or from a predefined template containing fields, automations, pages, and booking setup.

4. Build the campaign data model (fields)

Once the campaign is created:

1. Go to Fields

2. Define the complete data structure

Because Hubhus campaigns have zero standard fields, you must create all required fields yourself:

• text, number, date

• select fields

• JSON/data fields

• checkboxes

• API integration fields

• internal notes

Best practice

Create fields only for the information the workflow requires — campaigns should not share fields unless the workflows are identical.

5. Configure select fields (sources, routing, segmentation)

If the campaign is connected to a vendor, partner, website, or region, add a new option in the relevant SELECT field:

Examples:

• Lead Source = Partner ABC

• Region = North

• Product Category = Windows

Select values are essential for:

• routing

• automations

• conditional content

• API scoping

• dashboards

• partner/lead segmentation

6. Create filters for visibility and integrations

Filters define slices of campaign data.

Examples:

• source = Partner ABC

• status.slug IN new;validated

• @select[customer-type,slug] = commercial

• zipcode LIKE 20*

• has-calendar_events = 0

Filters are used in:

• team dashboards

• API tokens

• restricted partner access

• segmented views

• automated workflows

• permission rules

Advanced integrations require filters to scope API tokens correctly.

7. Configure statuses and workflow flow

Statuses define the logical steps of the process.
Examples:

new → validated → booked → in-progress → completed → archived

Status architecture should reflect the actual business process.

You can add:

• required fields before entering a status

• access limitations

• color coding

• automated transitions

8. Add booking forms & resources (if applicable)

If the campaign uses booking:

Configure resources

• create resources

• apply resource tags

• link user tags → resource tags

Create booking forms

• duration

• driving rules

• address fields

• pre/post-buffer rules

• resource availability rules

• multi-step flows

• confirmation pages

• conditional logic via HTML components

Booking forms always create events linked to the campaign.

9. Build pages (HTML, dynamic content)

Campaigns often need:

• Quote/Offer pages

• File upload pages

• Documentation review pages

• Follow-up pages

• Summary pages

Use placeholders, HTML components, and @if logic to personalize content.

10. Configure automations (timed logic)

Automations execute actions like:

• sending emails

• moving status

• updating fields

• starting sequences

• following up after delays

• sending booking reminders

Ensure Max. fires per order is set correctly for multi-step workflows.

11. Configure action listeners (real-time logic)

Listeners react instantly when:

• a field changes

• a file is uploaded

• a booking is created

• a checklist is submitted

• a relation is added

Use listeners for immediate triggers, and automations for timed sequences.

12. Set up API access (advanced)

If a partner needs to read/write leads:

1. Create a SELECT field source value for the partner

2. Create a campaign filter matching that source

3. Create a scoped API token with:

   • read, write, or both

   • the filter attached

4. Share:

   • the public API URL

   • the token

   • the official API documentation

This ensures the partner only sees the correct leads.

13. Test the campaign end-to-end

Checklist:

• field logic

• automations

• listeners

• booking flows

• event creation

• placeholders

• HTML pages

• API requests

• status transitions

• permissions

• tag routing

• relation flows

Use CTRL+K / CMD+K to test placeholders inside the Hubhus editor.

14. Go live

Once validated:

• enable automations

• assign permissions

• publish booking forms or pages

• activate API integrations

• create dashboards or team views

• onboard internal users

Your campaign is now ready for production use.

? Common searches

campaign setup • project management • workspace configuration

? Also known as

project • workspace • pipeline

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