---
title: "Campaigns in ClearCRM"
description: "This article describes the dashboard for managing Marketing Campaigns in ClearCRM"
url: https://help.clearcrm.com/en/articles/10827944-campaigns-in-clearcrm
collection: "Marketing"
updated: 2026-03-30
language: en
---

# Campaigns in ClearCRM

This article describes the dashboard for managing Marketing Campaigns in ClearCRM

The **Campaigns** section in ClearCRM allows users to manage marketing efforts efficiently. This dashboard provides an overview of all campaigns and offers different layout options for better organization and tracking.

## **Navigating the Campaigns Dashboard**

To access the Campaigns section:

1.  Click on **Marketing** in the left-side menu.
    
2.  Select **Automation Builder** from the submenu.
    

Once inside, the dashboard displays a list of campaigns with the following columns:

-   **Name** – The title of the campaign.
    
-   **Category** – The classification of the campaign.
    
-   **Published** – Indicates whether the campaign is active.
    

Users can switch between different **view modes**:

-   **List View** – Displays campaigns in a simple table format.
    
-   **Chart View** – Provides a graphical representation of campaign performance.
    
-   **Kanban View** – Organizes campaigns into stages for better workflow management.
    

* * *

## **Creating a New Campaign**

To add a new campaign:

1.  Click the **"Add New Campaign"** button.
    
2.  Fill in the required details:
    
    -   **Campaign Name** (_Required_).
        
    -   **Category** (Choose from predefined options).
        
    -   **Published** (Set to "Yes" or "No").
        
3.  Click **Save** to finalize the campaign setup.
    

* * *

## **Managing Existing Campaigns**

-   Click on a campaign to **edit details**.
    
-   Use **Kanban View** to drag and drop campaigns into different stages.
    
-   Switch to **Chart View** for a visual representation of performance.
    

* * *

## **Best Practices for Campaign Management**

-   Assign **Categories** to keep campaigns well-organized.
    
-   Monitor **Chart View** to track progress and adjust strategies.
    
-   Utilize **Kanban View** for better workflow visibility.
    

By using these tools, businesses can run more efficient marketing campaigns and gain valuable insights into their performance.