Marketing Campaign

Create, manage, and track marketing campaigns in your teammates’ email signatures.

This guide walks you through creating a marketing campaign, designing the marketing block, and managing active campaigns.

Create a campaign

1. Open the campaign creator

   Navigate to Campaigns in the left sidebar and click + Create campaign in the top right corner. This opens the Create Campaign modal (step 1 of 2).

2. Enter campaign details

   Fill in the Campaign Details section:

   • Name. Give your campaign a descriptive name (2 to 25 characters).
   • Apply this campaign. Choose how to target teammates:
     • By Signatures. Select one or more signature templates from the dropdown. All teammates using those signatures will receive the campaign.
     • By Smart Field. Define targeting rules using any Smart Field from any source connected to Scribe. For example, “If Department is any of Sales” or “If Location is any of Paris.” Click + Add Rule to combine multiple conditions and target exactly the teammates you need.

   
3. Set campaign dates

   In the Campaign Dates section:

   • Time Zone. Select your time zone from the dropdown (e.g. Guadalajara GMT-6, Berlin GMT+2, Paris GMT+2).
   • From. Pick the start date and time for the campaign.
   • To. Pick the end date and time.
   • Frequency. Choose how often the campaign runs:
     • One time only. Runs once for the defined period.
     • Monthly. Repeats automatically every month.
     • Quarterly. Repeats automatically every quarter.
     • Yearly. Repeats automatically every year.

   
4. Configure campaign options

   Under Campaign Options, you have two optional settings:

   • Keep existing marketing blocks in signatures. When checked, the new campaign’s marketing elements are combined with any existing ones already in teammates’ signatures. When unchecked, the new campaign replaces any current marketing elements.
   • Notify team by email when campaign starts. Sends an email to all targeted teammates letting them know a new marketing campaign has been added to their signature. Click Preview email to see what the notification looks like.

   

   If some teammates are already part of an active campaign, a warning will appear letting you know. Running this campaign will combine marketing elements from both campaigns in their signatures.

5. Choose a marketing block

   Click Next to proceed to step 2 of 2. This opens the campaign editor where you’ll design the marketing element that will appear in signatures.

   The editor has three panels:

   • Left panel (Actions). Shows your signature structure tree with Undo/Redo controls and an + Add Block button at the bottom.
   • Center panel (Preview). Live preview of the signature with the marketing block. Use the left/right arrows to cycle through different signature templates if multiple are targeted.
   • Right panel (Content). Appears when you select a marketing block, letting you customize its content and style.

   Click + Add Block to open the block picker. Choose from the available marketing block types:

   Socials, Banner, Button, Browser store, Food delivery, Games store, Product Hunt, Y Combinator, Podcast, Store apps, Ratings, Live streaming, TV streaming, Online store, Reading apps, and Music streaming.

   
6. Customize the marketing block

   After selecting a block type, it appears in the signature preview and the Content panel opens on the right. Depending on the block type, you can configure:

   Content

   • Image. Upload or link to an image. A thumbnail preview is shown.
   • Image Link. The URL that opens when someone clicks the marketing element.

   Style

   • Appearance. Adjust opacity and border radius.
   • Layout. Set the height and width in pixels.
   • Colors. Choose a background color.
   • Margin. Control spacing around the block.

   The live preview in the center panel updates as you make changes.

   
7. Launch or save as draft

   When you’re happy with the campaign, you have two options:

   • Create Campaign. Launches the campaign immediately (or at the scheduled start time). A success confirmation appears with the campaign name and end date.
   • Save as Draft. Saves the campaign without activating it. You can come back to launch it later.

   

View campaign details

Click on any campaign from the Campaigns list (or the eye icon under Actions) to open the campaign detail page. Here you’ll find:

• Campaign name and status (Active / Inactive) at the top.
• Campaign Information. Shows the number of signatures, start date, and end date.
• Conversion Rate section with three metrics:
  • Total views. Number of times the marketing element was displayed.
  • Total clicks. Number of clicks on the marketing element.
  • Average CTR. Click-through rate as a percentage.
• Timeline chart. Visual breakdown of clicks over the campaign period.
• Signatures panel (right side). Searchable list of all signatures included in the campaign, each showing the marketing element in context.

Pause a campaign

From the campaign detail page, click the Pause button. A confirmation dialog will appear explaining that campaign marketing elements will no longer appear in signatures and will be replaced with the previous marketing elements.

Click Pause campaign to confirm, or Cancel to keep it running.

Pausing a campaign immediately removes the marketing elements from all affected signatures. You can resume a paused campaign at any time to re-activate it.

Resume a campaign

From the detail page of a paused campaign, click Resume to reactivate it. The marketing elements will reappear in all targeted signatures.

Edit a campaign

Paused campaigns can be edited. From the detail page of a paused campaign, click the Edit button to modify the campaign details, targeting, dates, or marketing block. Once you’re done, resume the campaign to push your changes live.

Duplicate a campaign

Click the Duplicate button on the campaign detail page to create a copy of the campaign. This is useful when you want to run a similar campaign with minor adjustments, like a new date range or updated banner image, without starting from scratch.

Delete a campaign

Click the Delete button on the campaign detail page to permanently remove the campaign. If the campaign is currently active, marketing elements will be removed from all affected signatures before deletion.