Campaigns: tracing leads back to the spend

Create a campaign for every ad, print run or event, link your lead sources to it, and see leads, visits, bookings and cost per lead against its budget.

What a campaign is for

A campaign is the thing you spent money on: a Meta ad set, a Google campaign, a hoarding, an exhibition stall. Every lead source and creative hangs off a campaign, so when a lead books you can trace the booking back to the spend. Campaigns live under Marketing › Campaigns; marketing users, admins and executives can manage them.

Creating a campaign

Open Marketing › Campaigns and click New campaign.
Type a Name (2 to 120 characters, unique in your company) and pick the Channel: Meta, Google, Website, Portal, Print, Outdoor, Event, Referral or Other.
Choose the Project the campaign sells, or leave No project.
Enter the Budget (₹) if you want cost per lead and cost per booking worked out, and the Start and End dates.
Add Notes about the audience, offer or creative, then click Create campaign. New campaigns start as Active.

The Campaigns page with the New campaign form open: Name, Channel, Project, Budget, Start, End and Notes fields, and the campaign table below it

How a lead is linked to a campaign

Facebook and Instagram leads carry Meta’s campaign reference. BMexa matches it to one of your campaigns by Meta’s id, then by name; if neither matches, a Meta campaign is created for you and badged From Facebook. The lead takes the campaign’s project.
A webhook or form payload with a campaign field is matched to a campaign by name, ignoring case.
Otherwise the lead takes the campaign set on its lead source (the Campaign field on the connection under Marketing › Integrations).
The front desk can stamp a walk-in with any active campaign.
Linking a project to a campaign later also puts that project on the campaign’s leads that have none yet.

Reading the table

Each row shows the campaign, its Project (editable in place), Status, Budget, Leads, Qualified with the share of leads, Booked, Lost, Cost / lead, how many Sources feed it and how many Kit files belong to it. The counts are all-time; the period view is on Marketing analysis.

Pause stops new leads being counted against the campaign without deleting anything; Resume switches it back on.
Complete closes a campaign that has finished running. Its history stays.

Updated on 29 October 2026