What this is
The Campaigns section is where you create, manage, and monitor ABM campaigns in Propensity.
From this section, you can launch new campaigns, track campaign activity, manage marketing assets, and review leads generated by active campaigns.
Campaigns (page)
The Campaigns page displays all campaigns created in your workspace.
Here you can:
- View existing campaigns
- Monitor campaign status
- Access campaign configuration
- Create new campaigns
Each campaign entry typically shows:
- Campaign Name
- Status (such as Active, Inactive, Processing, or Re-Launch Ready)
- Associated Account List
From this page, you can also open a campaign to access its configuration and performance sections.
The New Campaign button allows you to start creating a new ABM campaign.
Leads Manager
The Leads Manager provides a centralized view of leads generated from active campaigns.
This section shows:
- Campaigns that are currently generating leads
- The associated buying circles
- The number of cohorts
- The number of days the campaign has been running
Leads view
To view individual contacts for a campaign, select a campaign from the Leads Manager and click View Leads. This opens the Leads tab for that campaign.
The Leads table includes contact details such as contact name, CRM link, Warmth, Warmth change date, Last engagement date, Claimed status (shows the claiming user's name, or a Claim button if unclaimed), and Propensity score, among others.
The CRM link column shows a Salesforce or HubSpot icon depending on the connected CRM. Hovering over the icon shows the contact's Salesforce ID or HubSpot ID, along with Sync and Search options. Selecting either takes you to the contact's record in the connected CRM.
Filtering leads
When accessing the Leads tab from your campaign, you can filter leads by Owner, Warmth, Email, Engagement, Buying Circle, CRM platform (Salesforce or HubSpot), and CRM sync status. CRM platform and sync-status filters can be combined with each other to narrow results further. You can also search for a specific contact directly within the Leads table using its CRM ID.
Asset Library
The Asset Library stores the marketing assets used across campaigns.
Assets may include:
- Display ad creatives
- Social media ad graphics
- Campaign images and visual assets
- HTML creatives
Within this section you can:
- Upload new assets
- Organize creatives
- Search and filter assets
- Manage assets by campaign channel or size
These assets can then be selected when configuring campaigns in the Playbook section.
ABM Coach
The ABM Coach is an AI-powered tool designed to help identify new ABM opportunities.
Users can enter their company’s website URL, and the system will analyze market signals to generate recommendations for potential target audiences. Details about how to use it can be found in Using ABM Coach to Generate Campaign Strategy.
The ABM Coach analyzes factors such as:
- Target industries
- Competitors
- Target personas
- Intent signals
Based on this analysis, it generates recommended audiences and campaign opportunities that can be used to build ABM campaigns.
Example of campaign suggestions
Example of insights provided by the tool
These recommendations help teams discover untapped market segments and accelerate campaign planning.
Related Documentation
Understanding the Overview Section