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Organizing campaigns in Keap can be an absolute disaster. Without any defined structure, users build campaigns in completely different ways. And it becomes very difficult to know what a campaign does, what it doesn’t do, and what other campaigns it interacts with.
In this episode, Tyler shares a simple structure and process to organize and manage campaigns that will reduce the insanity.
How to Organize Campaigns In Keap
Use the Complete Customer Lifecycle stages as campaign categories:
- Lead Generation
- Nurture & Follow Up
- Offers & Conversion
- Sales or Checkout
- Fulfillment
- Upsell
- Referrals & Reviews
- Reporting & Miscellaneous
Also, use these campaign categories to keep track of the status of each campaign:
- Building
- Active
- Archived
