So, you’ve got more than one sales campaign running and you’d like to avoid chaos. Maybe you’re a sales manager, a solo founder, or anyone who just drew the short straw for “campaign wrangler.” Either way, running multiple campaigns at once in a CRM is a headache waiting to happen—unless you’re using the right tools and approach.
This guide is for anyone using GetSales who wants to keep several campaigns moving, without dropping the ball (or their sanity). Let’s break down how to actually do this—what works, what to skip, and how to avoid the usual pitfalls.
Step 1: Get Clear on Your Campaigns (Don’t Skip This)
Before touching any software, you need to know exactly what you’re running. Sounds obvious, but it’s where most people mess up.
- List out every campaign. Write them down. Don’t trust your memory.
- For each, jot the goal, main offer, audience, and timeline. You don’t need a novel—just the basics.
- Decide which ones are actually “campaigns” (with a start/end, a goal, and a message), and which are just ongoing sales activity.
Pro tip: If you’ve got more than five campaigns, be ruthless. More isn’t always better. If something’s not getting real attention, it’s probably not worth doing at all.
Step 2: Structure Campaigns Properly in GetSales
GetSales does campaigns, but it’s not magic—you have to set things up right from the start.
Create Separate Campaigns
- In GetSales, use the Campaigns feature (or whatever they call it in your version) to create a new entry for each campaign.
- Give each campaign a clear, specific name. “Spring Q2 Promo (Retail)” beats “Campaign 3.”
- Attach the right team members to each campaign. Limit access if you want to keep things tidy.
Use Tags and Custom Fields
- Tags are your friend. Tag leads by campaign so you can filter and report later.
- If your campaigns overlap audiences, use custom fields to track the source or offer per lead.
- Don’t overcomplicate: a couple of well-chosen tags beat a dozen you’ll never use.
Step 3: Stay Organized with Views and Filters
This is where most people either get superpowers or drown in clutter.
- Save custom views for each campaign. In GetSales, set up filters for “leads tagged with Campaign X,” then save it as a view you can click anytime.
- Use pipeline stages unique to each campaign if your process is different per campaign. Otherwise, keep one pipeline and filter by campaign.
- If GetSales lets you color-code or pin important campaigns, do it.
What to ignore: Don’t try to use one giant master view for everything. It gets messy. Stick to focused views per campaign.
Step 4: Automate What Makes Sense
You can’t (and shouldn’t) automate everything, but some things are worth it.
- Automate follow-up emails for new leads in each campaign. Use templates, but keep them human.
- Set up reminders/tasks for key milestones (e.g., “Send proposal 3 days after demo”).
- If GetSales offers workflow automation, use it for repetitive stuff—like updating lead status or sending internal alerts.
Don’t bother automating: Custom, high-stakes conversations. Automation is for repetitive admin, not relationship-building.
Step 5: Track Performance Separately—And Honestly
If you lump all your campaigns together, you’ll never know what’s actually working.
- Use GetSales reports (or export data if their reporting stinks) to track each campaign’s pipeline, conversion rate, and revenue.
- Compare apples to apples: don’t judge a cold outreach campaign against a warm referral campaign.
- Schedule a regular review—weekly or biweekly is enough for most—to see what’s moving and what’s stalled.
Pro tip: If a campaign is underperforming for two cycles in a row, pause it or kill it. Resources are limited. No one gets a trophy for “most campaigns.”
Step 6: Communicate Clearly With Your Team
Nothing derails multiple campaigns faster than crossed wires.
- Assign one owner per campaign. No “shared responsibility”—that’s code for “no one’s responsible.”
- Use GetSales’s commenting or notes features to keep discussions tied to campaigns or leads, not buried in email.
- Hold short, focused check-ins: “What’s blocking us on Campaign X?” is better than “Any updates?”
What doesn’t work: Endless status updates or meetings just to “touch base.” Keep it concrete.
Step 7: Keep Your Inbox and Notifications Under Control
If you’re not careful, you’ll drown in alerts.
- In GetSales, customize notifications so you only get pinged for what matters—like hot leads, not every status change.
- Unsubscribe or mute campaign alerts that aren’t your responsibility.
- Use email rules or folders if your CRM messages spill into your inbox.
Pro tip: No one feels more productive because they’re reacting to pings all day. Batch your reviews instead.
Step 8: Handle Overlapping Leads and Audiences
This gets tricky: sometimes the same lead fits more than one campaign.
- Decide upfront how you’ll handle overlaps. Is the lead in both campaigns, or do you pick one?
- Use tags or custom fields to track overlaps. Don’t trust your gut—document it.
- Make sure you’re not spamming the same contact with multiple offers at once. It’s a fast way to the spam folder.
What to ignore: Don’t try to build a “perfect” system for every possible overlap. Pick a simple rule and stick to it.
Step 9: Document Your Process (Just Enough)
Even if it’s just you, write down how you’re running campaigns.
- Keep a short doc or wiki: how you set up campaigns, name things, handle overlaps, and check results.
- Update it when you change things, so future-you (or your replacement) isn’t lost.
Skip: Fancy flowcharts or process maps unless you love that stuff. A checklist or bullet list is enough.
Step 10: Review, Prune, and Adjust Regularly
Set a reminder every month or quarter to step back and look at the big picture.
- Kill or pause campaigns that aren’t producing.
- Tighten up workflows that are too complex.
- Double down on what’s actually closing deals.
Pro tip: Less is more. You’re better off running a few focused campaigns well than spreading yourself thin across a dozen half-baked ones.
Wrapping Up
Managing multiple sales campaigns in GetSales isn’t rocket science, but it’s easy to let things get out of hand. The key is to stay organized, keep things simple, and resist the urge to over-automate or over-complicate. Start with the basics, document your approach, and don’t be afraid to scrap what’s not working.
Most importantly: iterate. The best system is the one you’ll actually use.