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Marketing Campaigns: One Source of Truth for Multi-Channel Programs

· 4 min read
Michael Ward
Michael Ward
Founder & CEO @Paminga

Marketing Campaigns are now first-class in Paminga — with members, statuses, unlimited custom fields, a dedicated Folder for every campaign's assets, and bi-directional sync with Salesforce.

Marketing Campaigns are designed to mirror Campaigns in your connected CRM. If your reporting world revolves around Salesforce Campaigns — and most B2B teams' does — this is the bridge you've been missing.

What a Marketing Campaign Includes

Every Marketing Campaign in Paminga has:

  • Members — the Contacts associated with the campaign, each with a status
  • Unlimited Custom Fields at the campaign member level
  • An optional Marketing Campaign Folder in the Finder where every related asset lives — emails, landing pages, forms, CTAs, the whole motion
  • Inherited Tokens on that Folder, so personalization scales without rewriting assets
  • The ability to clone the whole Folder — campaign assets and all — for the next iteration

The pattern: one Marketing Campaign, one Folder, one source of truth for "what's in this program."

Salesforce Only Right Now

Marketing Campaigns sync bi-directionally with Salesforce Campaigns today. Standalone Marketing Campaigns (Paminga-only, with optional CRM sync) are coming next.

Two Ways a Campaign Gets Created

From the Finder

Right-click a Folder in the Finder → "Create a Marketing Campaign Folder." The campaign is created in Paminga.

If Paminga is connected to Salesforce, you'll see a "Create a Campaign in CRM" checkbox. Leave it checked and the Campaign is created in Salesforce in the same step — name, type, status, owner, all in one dialog.

From a Salesforce Sync

Your existing active Salesforce Campaigns sync into Paminga automatically. Find them at Marketing Center → Marketing Campaigns.

For each synced Campaign, you can spin up a corresponding Marketing Campaign Folder in the Finder to store its assets — there's a one-click icon in the Folder column.

Adding Members

Two ways:

The Action creates or updates Campaign Members (in both Paminga and Salesforce, if connected), sets the Campaign Member Status, and writes any selected Custom Field values — all in one move.

And because it's an Action, it can be triggered from anywhere Actions live:

Segmenting on Campaign Membership

You can segment on Marketing Campaign membership, status, and any Custom Field value — combined freely with demographic, firmographic, and behavioral conditions.

In Paminga, anything conditional runs through the Segment Builder. So your Campaign Membership conditions flow through the whole platform — Workflows, Drip Series, exports, Conditional Actions, you name it.

Why This Matters

Most MAPs treat campaigns as a reporting concept and ask the marketer to keep everything connected by hand — assets in folders, members in lists, statuses in a spreadsheet, CRM as a separate world.

A Marketing Campaign in Paminga collapses that. The Folder is the asset home. The members are the audience. The CRM stays in sync. Segments treat the Campaign as another condition. And because the Folder is clonable, your next iteration takes minutes — not the better part of a Monday.

Get Started

  1. Connect Paminga to Salesforce if you haven't — your existing Campaigns sync over
  2. Or right-click in the Finder and create a Marketing Campaign Folder from scratch (with the option to create the Salesforce Campaign in the same step)
  3. Use the Create or Update Marketing Campaign Members Action to add members from anywhere Actions run

Read the Marketing Campaigns docs to dig in.

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