Campaigns Settings

**Overview:-**Campaigns Settings is where admins configure the fields, stages, and tags used across the Campaign module — right now shown scoped to Events, one of Campaigns’ five sub-modules (Leads, Events, Email Sequences, Forms, Settings).

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Where to Find It

1. Click the Settings icon in the bottom-left corner
2. Select Campaigns Settings from the sidebar

Three tabs sit across the top: Fields, Stages, and Tags.

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Fields

The Fields tab controls which fields appear on Campaign forms and detail pages — currently showing Setup Fields and Sections of Events. Default Fields shows 6 built-in fields, each with two independent toggles:
Click + Add Field to create a custom field beyond the defaults — you’ll select its section and field type, and can set field-level permissions per role at the same time. Field order set here persists and is reflected everywhere the field is displayed.

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Stages

Use the Stages tab to define and manage the stages your Campaign records move through — the same pattern as Contacts and Accounts: add a stage, reorder with the drag handle, and edit or delete from the 3-dot menu.

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Tags

Use the Tags tab to create and manage tags available across Campaigns — useful for categorizing leads, events, and sequences beyond what stages and fields capture.