Building Your First Marketing Campaign
The Campaigns section in Trade2Base is your marketing command centre. Whether you're running a Google Ads campaign, an email blast, or a WhatsApp sequence, this guide walks you through the New Campaign wizard from start to finish.
Finding the Campaigns section
Click Campaigns in the left-hand sidebar. You'll see a dashboard showing any existing campaigns and summary stats. Click New campaign in the top-right to open the wizard.
A campaign in Trade2Base is any structured marketing effort with a name, channel, audience, and schedule. This could be a one-off email broadcast, an ongoing Google Ads campaign, or a Meta ads set. Each campaign tracks its own leads and results separately.
The New Campaign wizard — step by step
Give the campaign a clear internal name — e.g. "Summer boiler offer 2026" or "Google Ads — plumber London". This is only visible to your team.
Select the marketing channel: Email, Google Ads, Meta (Facebook/Instagram), WhatsApp, or Other. This tells Trade2Base which integration to link and how to track attribution.
For email campaigns, select your audience (all customers, tagged, or by date range). For ad campaigns, describe the targeting in the notes field — Trade2Base uses this for reporting context.
For email, write your subject and body here. For ad campaigns, paste the ad copy or headline so Trade2Base records what ran during this period.
Choose start and (optionally) end dates. Trade2Base uses these dates to filter which leads count as attributed to this campaign in the attribution report.
Click "Launch". For email, Trade2Base sends or schedules the broadcast. For ad campaigns, you'll still need to go live in Google or Meta — Trade2Base just tracks the results.
Running, pausing, and stopping campaigns
From the Campaigns dashboard, every campaign shows a status badge: Draft, Active, Paused, or Ended. Click the three-dot menu next to any campaign to pause or stop it.
Pausing a campaign stops new leads being attributed to it but keeps all historical data. Ending it is permanent — use this when a campaign is fully complete and you want it out of your active view.
Pausing a campaign in Trade2Base only affects attribution tracking. If you're running Google or Meta ads, you must also pause spend in those platforms separately.
Connecting attribution
Attribution lets Trade2Base match incoming leads to this campaign so you can see which campaigns are actually generating paying jobs. Set it up in two ways:
Add ?utm_campaign=your-campaign-name to any links in your ads or emails. Trade2Base reads the UTM tags when a lead arrives through your portal and attributes them automatically.
When creating a lead manually, set the Source field to the campaign name. This is useful for leads that call in after seeing an ad.
Reviewing campaign results
Click any campaign to open its detail view. You'll see leads attributed, jobs booked from those leads, revenue generated, and — if ad spend is connected — cost per lead and ROI. See the Campaign ROI reports article for a full breakdown.
Next steps
Once your campaign is live, set up attribution tracking and connect your ad accounts so Trade2Base can pull spend data automatically and calculate your true ROI.
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