How do I set up a new campaign?

Modified on Tue, 5 May at 6:31 PM

How do I set up a new campaign?

A campaign in Hubhus is a fully isolated workflow module — with its own fields, statuses, booking forms, automations, pages, and integrations. Create a new campaign when you need a new workflow, a new lead source, or a new data model.

TL;DR

Campaigns → Manage campaigns → New campaign. Name it, choose a content type (Lead/Order/etc.), select a group. Then build: fields, statuses, select values, booking forms, pages, automations, action listeners. Test end-to-end before going live. Start from a template if one fits your use case.

Get started in 6 steps

Create: Campaigns → Manage campaigns → New campaign. Choose a campaign group (e.g. Sales, Service, Partners), a Content name (Lead, Order, Ticket, etc.) and fill in name, color, icon, language, and deletion strategy. Optionally start from a template.

Build the data model: Campaign Settings → Fields → New field. Add all fields the workflow needs — text, number, date, select, JSON, checkbox. No fields are predefined. Only create fields you actually need.

Configure statuses: Campaign Settings → Statuses. Define the logical stages of your process (e.g. New → Validated → Booked → Completed). Add required fields per status, color coding, and access restrictions as needed.

Set up booking (if needed): Configure resources with tags, link user tags to resource tags, then create booking forms with duration, travel rules, availability logic, and confirmation pages.

Add automations and listeners: Set up timed automations for reminders, email flows, and status transitions. Add action listeners for real-time reactions to field changes, file uploads, or form submissions.

Test end-to-end: Create a test lead, run through the booking flow, check automations, verify placeholders in emails/SMS, confirm status transitions and permissions. Then activate and go live.