Marketing · Reference

Screens and menus

Every Marketing menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

Marketing > Dashboard

Marketing Dashboard

Marketing > Dashboard

What it is for

Spend-to-profit overview for the chosen period

List: columns and filters

8 tiles: Spend, Leads (CPL), Orders (Conversion %), Revenue (ROAS), Gross Profit (Profit ROAS), Active journeys (rules), Active campaigns (audiences), Opted in (opted out). Cards: Social-to-cash funnel, Leads by source, Top campaigns by revenue (Code, Campaign, Spend, Leads, Orders, Revenue, Gross profit, ROAS, Profit ROAS). Period: Last 30 / 90 / 180 / 365 days

Buttons and actions

Period selector; click a top-campaign row (opens the campaign record)

Permission needed

marketing.view

Marketing > Campaigns

Campaigns

Marketing > Campaigns > Campaigns

What it is for

The marketing campaigns - top of the hierarchy campaign > ad campaign > ad set > creative

List: columns and filters

Code, Campaign, Objective, Channels, Start, End, Budget, Owner, Status. Search box (all columns), row count

Buttons and actions

New (form), Export (CSV), click a row = open the campaign record

Permission needed

View: marketing.view + marketing.campaign.view; New: marketing.campaign.edit

Ad Campaigns

Marketing > Campaigns > Ad Campaigns

What it is for

The platform's own campaigns under a marketing campaign

List: columns and filters

Ad campaign, Marketing campaign, Ad account, Platform, Objective, Lead campaign, Daily budget, Start, Status. Search

Buttons and actions

New, Export, click a row = edit form (Save, Delete, Cancel)

Permission needed

marketing.campaign.view / marketing.campaign.edit

Lead Campaigns

Marketing > Campaigns > Lead Campaigns

What it is for

The ad campaigns that carry a lead form (filter Lead campaign = ticked)

List: columns and filters

Same columns as Ad Campaigns, only rows with Lead campaign ticked. Note: submissions arrive in Omnichannel > Leads > Lead Inbox

Buttons and actions

New, Export, click a row = edit form

Permission needed

marketing.campaign.view / marketing.campaign.edit

Ad Sets

Marketing > Campaigns > Ad Sets

What it is for

Ad sets / ad groups under an ad campaign

List: columns and filters

Ad set, Ad campaign, Audience, Budget, Status. Search

Buttons and actions

New, Export, click a row = edit form

Permission needed

marketing.campaign.view / marketing.campaign.edit

Creatives

Marketing > Campaigns > Creatives

What it is for

The ads themselves - the last touch an attribution can name

List: columns and filters

Creative, Campaign, Ad set, Format, Headline, Call to action, Status. Search

Buttons and actions

New, Export, click a row = edit form

Permission needed

marketing.campaign.view / marketing.campaign.edit

Delivery & Spend

Marketing > Campaigns > Delivery & Spend

What it is for

Daily spend, impressions, reach, clicks per campaign / ad campaign / ad set / creative

List: columns and filters

Date, Campaign, Level, Platform, Spend, Impressions, Reach, Clicks, Platform leads, Source. Note: leads, orders, revenue never entered here

Buttons and actions

Import CSV, New, Export, click a row = edit form

Permission needed

marketing.campaign.view / marketing.campaign.edit

Ad Accounts

Marketing > Campaigns > Ad Accounts

What it is for

Advertising accounts on Meta, LinkedIn, TikTok, Snapchat, Google/YouTube, X; pixel and token for conversions

List: columns and filters

Platform, Name, Account id, Currency, Status, Last sync, Active. Search

Buttons and actions

New, Export, click a row = edit form; Delete only switches Active off

Permission needed

View: marketing.campaign.view; change: marketing.campaign.edit (route) AND marketing.configure (service)

Campaigns > click a campaign

Campaign record

Campaigns > click a campaign

What it is for

One campaign's ROI from spend to gross profit, its structure, leads and delivery

List: columns and filters

Header: name, status chip, objective, channels, start > end, utm_campaign. 8 tiles: Spend (of budget), Impressions (CTR, CPC), Leads (CPL, qualified), Opportunities, Orders, Revenue (ROAS), Gross Profit (Profit ROAS), Collected. Tabs: Social-to-cash, Structure, Leads (count), Delivery

Buttons and actions

Back arrow; Leads tab row opens the CRM lead/opportunity. No Edit / Delete / status buttons

Permission needed

marketing.campaign.view

Marketing > Audiences

Audiences

Marketing > Audiences > Audiences

What it is for

Audiences built from ERP data with how many may actually be reached (consented)

List: columns and filters

Audience, Type, Purpose, Members, Reachable (consented), Status. Search. Hint line lists the rule bases

Buttons and actions

New (form with Rule JSON), Export, click a row = audience record

Permission needed

View: marketing.view + marketing.audience.view; New: marketing.campaign.edit (route) AND marketing.audience.edit (service)

Consent

Marketing > Audiences > Consent

What it is for

One record per person, channel and purpose with evidence and history (also Omnichannel > Configuration > Consent)

List: columns and filters

Tabs with counts: All, Opted in, Opted out, Expired, Unknown. Channel filter, Search. Columns: Person, Phone, Email, Channel, Purpose, Type, Status (effective), Source, Consent date, Opt-out date, Expires, History icon

Buttons and actions

Record consent (form), History (modal with Current evidence)

Permission needed

View: marketing.consent.view; Record: marketing.consent.edit

Audiences > click an audience

Audience record

Audiences > click an audience

What it is for

The members, each with their consent answer, and platform syncs

List: columns and filters

Line: base, channel, 'N of M reachable (consented)', per platform sync status/count/time. Table: Name, Email, Phone, Consent (reason chip), remove icon

Buttons and actions

Rebuild, Platform select (facebook, instagram, linkedin, tiktok, snapchat, youtube), Sync audience, Add member, remove member, Back

Permission needed

marketing.audience.view; actions marketing.audience.edit

Marketing > Automation

Rules

Marketing > Automation > Rules

What it is for

IF trigger AND conditions THEN actions

List: columns and filters

#, Rule, Trigger, Conditions (count), Actions (names), Runs, Last run, Status, Pause/Activate button

Buttons and actions

New rule, click a row = rule form (Delete, Cancel, Save), Pause / Activate

Permission needed

marketing.automation.view; changes marketing.automation.edit

Customer Journeys

Marketing > Automation > Customer Journeys

What it is for

Journeys a lead or customer walks step by step

List: columns and filters

Journey, Trigger, In progress (running + waiting), Completed, Status, Updated

Buttons and actions

New journey, click a row = journey builder

Permission needed

marketing.automation.view; changes marketing.automation.edit

Triggers

Marketing > Automation > Triggers

What it is for

The trigger catalogue with how many rules and journeys use each, and the action list

List: columns and filters

Trigger, Code, Rules, Active rules, Journeys. Actions card (blue = Marketing, teal = Omnichannel)

Buttons and actions

None (read only)

Permission needed

marketing.automation.view

Scheduled Actions

Marketing > Automation > Scheduled Actions

What it is for

What is waiting to run and what ran

List: columns and filters

Waiting to run: Runs at, Journey, For, Next step. What ran: When, Rule, Journey, Event, Action, Status, Detail (newest 300)

Buttons and actions

None (read only)

Permission needed

marketing.automation.view

Customer Journeys > New / open

Journey builder

Customer Journeys > New / open

What it is for

Vertical graph of trigger, action, wait, condition (Yes/No), branch (A/B) and stop steps

List: columns and filters

Steps card (graph); Recent runs card (status, name, started, wakes, step trail - 20 shown)

Buttons and actions

Name box, Allow re-entry, Save, Test (after first save), Activate / Pause, Archive, Add step, remove step, Back

Permission needed

marketing.automation.edit to save / run

Marketing > Analytics

Campaign ROI

Marketing > Analytics > Campaign ROI

What it is for

One row per campaign from spend to profit ROAS under the company's attribution model

List: columns and filters

Code, Campaign, Status, Spend, Impressions, Clicks, CTR, CPC, Leads, Qualified, Cost per Lead, Opportunities, Cost per Opportunity, Orders, Cost per Order, Revenue, Gross Profit, ROAS, Profit ROAS. Totals row of tiles. Attribution model chip. From / To dates

Buttons and actions

From, To, Export (CSV), click a row = campaign record

Permission needed

marketing.analytics.view

Attribution

Marketing > Analytics > Attribution

What it is for

Every lead's source, platform, campaign, ad set, ad, form, UTM and touches, and what it became

List: columns and filters

First touch, Lead, Title, Source, Platform, Campaign, Ad set, Ad, Form, UTM (source / medium / campaign / content), Touches, Orders, Revenue, Gross profit, Collected (newest 500)

Buttons and actions

Click a row = CRM lead / opportunity

Permission needed

marketing.analytics.view

Conversion Tracking

Marketing > Analytics > Conversion Tracking

What it is for

ERP events recorded once each and sent to ad platforms' conversion APIs

List: columns and filters

Tabs with counts: All, Lead Created, Lead Qualified, Opportunity Created, Quotation Created, Order Confirmed, Invoice Posted, Payment Received, Customer Created. Columns When, Event, Campaign, Platform, Value, Status, Sent to (newest 500)

Buttons and actions

Tabs

Permission needed

marketing.analytics.view

Marketing > Configuration

Marketing Settings

Marketing > Configuration > Marketing Settings

What it is for

Attribution model and window, reporting currency, consent rules, audience defaults, conversion API switches

List: columns and filters

Cards: Attribution, Consent, Audiences, Send conversions to

Buttons and actions

Save, Scan ERP events now

Permission needed

View: marketing.view; Save and Scan: marketing.configure

Administration > Workspace

Marketing app configuration

Administration > Workspace > Apps > Marketing > Features / Fields

What it is for

Company switches for Marketing features and field rules for the campaign form

List: columns and filters

Features: Campaigns and audiences (always on), Consent registers (always on, protected), Automation and journeys (switch), Attribution, conversions and ROI (switch). Fields: Campaign description, Campaign end date, UTM campaign tag, Target leads (Shown / Hidden / Required)

Buttons and actions

Switch on/off, choose field rule, Save

Permission needed

Company administrator

Omnichannel > Campaigns / Automation / Analytics / Configuration

Marketing screens inside Omnichannel

Omnichannel > Campaigns / Automation / Analytics / Configuration

What it is for

The same Marketing screens opened from the Omnichannel menu: Campaigns, Ad Accounts, Audiences, Lead Campaigns, Creatives, Conversion Tracking, Rules, Customer Journeys, Triggers, Scheduled Actions, Campaign ROI, Attribution, Configuration > Consent

List: columns and filters

Same as the Marketing screens; breadcrumb starts 'Omnichannel /'. Without Marketing: 'Not installed' card

Buttons and actions

Same as the Marketing screen

Permission needed

Same marketing.* codes as in the Marketing menu

AI assistant (chat)

AI assistant - Marketing tools

AI assistant (chat)

What it is for

Ask for campaign ROI or a consent check in plain words; read only

List: columns and filters

Tools: marketing_campaign_roi (campaign code or name, or all), marketing_consent_check (phone or email, channel)

Buttons and actions

Ask a question

Permission needed

marketing.analytics.view / marketing.consent.view