Marketing Campaigns Function

Purpose: This document defines the internal operational logic of the Marketing Campaigns 📋 Function. It covers the management of campaigns and ads to generate and qualify leads before handing them over to the Sales 📋 Function.

Why This Matters

This 📋 Function establishes a standardized and measurable process for managing all advertising activities. It ensures every ad is tracked consistently with automated UTM generation, providing clear data on campaign performance. Strategically, this allows for the precise calculation of lead costs and the overall return on investment for marketing spend. For the marketing team, it streamlines the ad creation and approval process, reducing manual work and enabling a focus on campaign effectiveness.

The Big Picture

Architecturally, this 📋 Function serves as the starting point of the customer journey. It is built around two core 🧊 Objects: the 🧊 Marketing Campaign and its child, the 🧊︎ Ad. Its primary output is a qualified lead, which triggers the creation of a 🧊 Customer in the downstream CRM 📋 Function via an automated rule. This creates a seamless data flow from the first ad impression to the final sale.

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OBJECT TYPES & WORKFLOWS

1. 🧊 Marketing Campaign (Standard Object)

• Process Description: Serves as the master record for a strategic marketing initiative. It groups multiple 🧊︎ Ads, defines high-level goals and budgets, and tracks the overall performance of the initiative across all channels.
• Example: The “Scandinavian Simplicity” campaign, designed to attract new leads for LAIKA’s minimalist interior design services by showcasing warmth, functionality, and clean lines.

Workflow

Campaign Workflow

PREPARING → RUNNING ↔ PAUSED → COMPLETED
                  │              ↓
                  └──────────> FAILED

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2. 🧊︎ Ad (Sub-Object)

• Process Description: Represents a specific creative execution within a parent 🧊 Campaign. This is the operational Object that holds the ad copy, visual assets, targeting parameters, and the unique tracking ad_key essential for lead attribution.
• Example: A specific Facebook ad creative under the “Scandinavian Simplicity” campaign, featuring a photo of a modern, light-filled living room. This 🧊︎ Ad Object holds the unique identifier ad_key: MKT-236, which is embedded in its URL to track every lead it generates.

Workflow

Ad Workflow

DRAFT → PENDING APPROVAL → APPROVED → ACTIVE ↔ PAUSED ┐
  ↑           ↓                                      ↓
  └───────── REJECTED                              STOPPED

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OBJECT RELATIONSHIPS

Relationship Type	Connection	Description
Parent-Child	🧊 Marketing Campaign → 🧊︎ Ad	Each 🧊 Marketing Campaign can contain multiple 🧊︎ Ad Objects.

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AUTOMATIONS

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LAIKA - Marketing Campaigns Function

Within Function

This table outlines the automations that run entirely within the ⏹️ Marketing Space to manage campaign data and efficiency.

ID	Rule Name	Trigger	Action	Description
IN-01	Generate Ad Key	Create: A new 🧊︎ Ad is created	Update: 🧊︎ Ad	Automatically generates and assigns a unique ad_key to the 🧊︎ Ad used for external tracking. For example, the key MKT-236 was generated for the 'Scandinavian Simplicity' ad.
IN-02	Consolidate Ad Spend to Campaign	Update: 🧊︎ Ad Field Actual Spend	Update: 🧊 Campaign	When the Actual Spend on an 🧊︎ Ad is updated, this rule automatically aggregates the total spend to the parent 🧊 Campaign’s Actual Spend field.

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WORKVIEWS, DASHBOARDS, FILTERS & REMINDERS

Workviews

Workview	Description	Data Configuration
1. Kanban Ad Pipeline	Displays all 🧊︎ Ad Objects as cards, organized in columns by their status (Draft, Pending, Active, etc.).	All 🧊︎ Ad Objects, grouped by status, sorted by creation date.

ROLES, PERMISSIONS & NOTIFICATIONS

• Roles Used: References the predefined Global Roles: Marketing Manager, Marketing Executive.
• Permission Scheme: Utilizes Global Scheme 3: Moderate Permissions.
• Notification Scheme: Utilizes Global Scheme 2: Notify All Stakeholders.

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What’s Next?

• CRM (Business) Function: See what happens in the next stage after this function generates a qualified lead.