Create the architecture of a campaign

[Arthur_CRM]

Hi, 

I'm having trouble understanding how to do what I want to do.

I want to create a campaign. Not necessarily send emails from Airtable but structure and track the progress of a campaign.

I'm trying to make a "Campaigns" table where each record is a campaign.
One of the fields in the "campaign" record is "contacts" where I attach the contacts I want to exchange with.

I want to track for each contact whether they've been contacted, by what means, whether they've replied, and notes on these interactions.

It looks like a list display, but I can only create levels above each campaign record & not below (see the screenshot below).
I'd like to have above the campaign record and below each contact with fields.

I can do this architecture in the contact table but in this case the "campaign" is no longer a record in itself but only a field. Which is not desirable either.

I suppose the solution should be obvious but I don't see it.

How would you do it?

Thank you in advance, 

Best regards, 


Arthur

[MJen]

Hi,

The structure you’re describing is a common challenge in Airtable when trying to manage hierarchical relationships like campaigns, contacts, and their interactions.

Try following these steps:

1. Create three tables for a relational setup. To properly structure your data, you’ll need three interconnected tables:

Table 1 Campaigns. Each record represents a campaign.
Fields:
- Name (Single Line Text)
- Start Date / End Date (Date Fields)
- Related Contacts (Linked Record to Contacts table)
- Campaign Notes (Long Text)

Table 2 Contacts. Each record represents a contact.
Fields:
- Name (Single Line Text)
- Email / Phone (Single Line Text)
- Related Campaigns (Linked Record to Campaigns table)
- Status in Campaign (Lookup from Interactions table, showing latest status per campaign)

Table 3 Interactions. Each record represents an interaction between a contact and a campaign.
Fields:
- Campaign (Linked Record to Campaigns table)
- Contact (Linked Record to Contacts table)
- Interaction Date (Date Field)
- Method (Single Select Email, Call, Meeting, etc.)
- Response (Single Select Replied, No Response, Declined, etc.)
- Notes (Long Text)

2. Linking records
When creating a campaign, you can select contacts directly in the Related Contacts field in the Campaigns table. This creates a two-way link between the Campaigns and Contacts tables. Similarly, every time you log an interaction in the Interactions table, link it to the corresponding campaign contact.

3. Use interfaces for a seamless workflow. Airtable's Interfaces can help streamline the process:
- Campaign Management Interface displays campaigns with their associated contacts and a summary of interactions for each contact.
- Contact Management Interface allows employees to log interactions with contacts and view their campaign history.

This setup should help you to complete your task. Let me know if you some questions.