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Create the architecture of a campaign

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Arthur_CRM
5 - Automation Enthusiast
5 - Automation Enthusiast

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?

Arthur_CRM_0-1719391199086.png

 

 

 

Thank you in advance, 

Best regards, 


Arthur

 

 

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