---
title: How to Create a Campaign
description: This is an overview of how to create and update campaigns in Core.
---

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1. [Knowledge Base](https://help.techf.com/migration/knowledge?hsLang=en)
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3. [Campaigns](https://help.techf.com/migration/knowledge/core?hsLang=en#campaigns)

# How to Create a Campaign

## This is an overview of how to create and update campaigns in Core.

### What are Campaigns in Core?

Core's **campaigns functionality** allows you to document marketing campaigns and directly tie them to agents and their sales activities. This helps track the effectiveness of marketing efforts and measure engagement.

### What are the benefits of Campaigns?

Using the **campaign feature** offers several advantages over creating individual agent activities:

- **Mass Management**: You can add multiple agents to a campaign simultaneously, saving time and effort compared to setting up activities for each agent individually.
- **Sales Team Assignment**: Sales teams can be automatically assigned to their respective agents, streamlining communication and coordination.
- **Centralized Tracking**: Campaigns provide a single view to track marketing efforts.

### Maximize Your Campaign

1\. **Segment by Line of Business**

- Create separate campaigns for each line of business.

2. **Add Attendees**

- When you add an agent to a campaign in Core, the system automatically creates a follow-up on the external sales team's dashboard.

You can add sales team members to the agent profile in Core. 

### Important Terms

**Campaigns**: This section in Core is used by sales and marketing teams to create marketing campaigns and track agent participation. It also supports mass follow-ups by the sales team.

 

- [Core](https://help.techf.com/migration/knowledge/core?hsLang=en#main-content)

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    - [Agents](https://help.techf.com/migration/knowledge/core?hsLang=en#agents)
    - [Agencies](https://help.techf.com/migration/knowledge/core?hsLang=en#agencies)
    - [Carriers](https://help.techf.com/migration/knowledge/core?hsLang=en#carriers)
    - [Campaigns](https://help.techf.com/migration/knowledge/core?hsLang=en#campaigns)

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