ClientManagerBlazor · extracted from source, not guessed

Campaign Entity Field Reference

Every tab and field on the Campaign detail view at cmblazor.reyesco.com/campaigns — marketing campaigns tracked for lead attribution and ROI. Pulled directly from the real .razor components.

4 tabs
7 panels/sub-grids
25+ fields

Click a tab below (or the ▸ arrow) to expand it and see its fields.

Campaign

A marketing campaign tracked for lead attribution and ROI — tie its cost against the leads it actually generated.

The tab order below is the default. An administrative user can reorganize or reorder these tabs per site.

01CampaignThe base record — identity, schedule, and budget.
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Campaign
Description*The campaign's name.Required
Type*The kind of campaign (e.g. direct mail, digital ad).Required
Status*Current campaign status.Required
ActiveWhether the campaign is currently active.Editable

Schedule & Budget
Start Date / End DateThe campaign's run dates.Editable
Budget CostThe planned/allocated spend.Editable
Number SentHow many pieces/impressions went out.Editable
Expected Response %The anticipated response rate.Editable

Notes
NotesFree-text notes about the campaign.Editable

Audit Details

Collapsed by default — system-tracked record history.
Created By / Created DateWho created this record and when.Read-only
Modified By / Modified DateWho last changed this record and when.Read-only

02ExpensesActual costs incurred running this campaign, with receipt attachments.
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Description*What the expense was for.Required
Date*When the expense occurred.Required
AmountThe expense amount.Editable
Incurred ByThe staff member who incurred it.Editable
Vendor / Other Vendor InfoWho the expense was paid to.Editable

Each expense has its own "Attachments" action for uploading receipts (Type, Description, Notes, Files).

03NotesNotes logged against the campaign, editable only by whoever wrote them.
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Description*A short summary/title for the note.Required
NotesThe full note text.Editable
04LeadsEvery Lead attributed to this campaign, plus Quick Add and Brevo sync.
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Name, Company, Phone, Email, Status, GroupThe attributed leads. Editing a lead's own details still happens on the Lead's own record — this grid is for viewing, quick-adding, and syncing the list, not full editing.Read-only
Quick AddOpens a small dialog to add a lightweight contact (Name, Email, Phone, Group, Notes) directly to this campaign — skips the full Lead form's required fields, for the common case of building a personal or informal mailing list. See “Personal Mailing Lists” below.Action
Sync to BrevoPushes every attributed lead with a real email and no opt-out flag to a Brevo contact list. See “Brevo Email Marketing Integration” on the Site Settings guide.Action

Personal Mailing Lists

Quick Add and the Lead's own Group field exist for a specific case: contacts you want to email or text who don't warrant the full Lead intake process — family, personal friends, or an informal referral list, not a real sales prospect. Quick Add skips First/Last Name, Address, Qualification, and every other required field on the full Lead form, asking only for Name, Email, Phone, Group, and Notes.

Group is personal, not shared. Unlike every other dropdown on the Lead form (Lead Source, Lead Status, Industry, etc.), a Group you create is visible only to you — a colleague creating their own “Family” group never sees yours, and you never see theirs. An administrator can still set up shared, site-wide groups (via Reference Admin, or by leaving a group unowned) that every staff member sees alongside their own personal ones. This is backed by the Ref_LeadGroup table — see the Reference Tables guide for its structure.