Campaign Creation & ManagementPurpose
1.2. Reduce manual tracking errors, maintain campaign record integrity, and uphold compliance for auditing and historical reference.
1.3. Safeguard access to finalized campaign outputs and automate delivery of closure documentation to internal and client parties.
Trigger Conditions
2.2. Manual early campaign termination is registered.
2.3. Change in campaign status to “Completed” or “Inactive.”
Platform Variants
• API: Events.list with timeMin parameter for polling; Events.watch for push notifications
• Configuration: Monitor campaign event ID for end-date
3.2. Salesforce
• Object: CampaignEndDate field on Campaign object, with Process Builder or Flow triggered
• Configuration: Action to invoke notification and archive on date match
3.3. HubSpot
• Feature: Workflow with Date-Based Trigger, “Campaign Ends On” property
• Configuration: Automation to send notifications and move campaign objects to archive list
3.4. Asana
• API: Webhooks for task due-date reached, Tasks API for custom fields
• Configuration: Trigger automation when “Campaign End Date” is today
3.5. Monday.com
• Automation: When date arrives on item, notify and set status to “Archived”
• Configuration: Use campaign end-date field
3.6. Trello
• Power-Up: Card Aging, Due Dates; Butler automation on due date
• Configuration: Trigger actions when campaign card due-date is today
3.7. ClickUp
• Setting: Automations for status changes and due-date arrival
• Configuration: Move campaign folder to archive on end-date
3.8. Microsoft Teams
• Function: Schedule notification via Teams API—send channel message
• Configuration: Alert advertising team channel on campaign completion
3.9. Slack
• API: chat.postMessage on scheduled trigger
• Configuration: Send notification to predefined campaign group
3.10. Outlook
• API: Calendar REST API, event reminders
• Configuration: Send automated email and calendar reminder to stakeholders
3.11. Zapier
• Action: Scheduled trigger from Date/Time, follow-up actions for notification and file move
• Configuration: Connect campaign management to notification and cloud storage archiving
3.12. Dropbox
• Feature: File Requests and Folder Move endpoints
• Configuration: Automatically move campaign files to “Archived Campaigns” folder
3.13. Google Drive
• API: Files.update for folder move, Gmail API for notification
• Configuration: Move campaign folder, send summary report email
3.14. Airtable
• Automation: Record-based automation when ‘End Date’ field matches today
• Configuration: Change campaign record status, dispatch email or webhook
3.15. Notion
• API: Database query by end-date, update page property
• Configuration: Move page to archive or update status on completion
3.16. Mailchimp
• API: Campaigns.list with status filter, notification via Campaigns.send
• Configuration: Identify completed campaigns and notify account manager
3.17. Intercom
• Feature: Custom Bots or Automatic Messages on tag (e.g., “campaign-ended”)
• Configuration: Alert client or team when campaign tagged as ended
3.18. ActiveCampaign
• Automation: Date-based trigger, notify and add to “Archived” list
• Configuration: Move automations or campaigns based on completion
3.19. Smartsheet
• Feature: Automated alerts, row move to “Archive” sheet on date
• Configuration: Move row and send alert when end-date is matched
3.20. Wrike
• Automation: Custom workflow step “Complete,” “Archive Folder” action
• Configuration: Archive campaign and send notification on workflow status change
3.21. Basecamp
• Feature: To-dos and Schedule; API for event change
• Configuration: Notify project team and move to-dos/files to archive
Benefits
4.2. Reduces risk of data loss by systematically archiving all campaign records.
4.3. Ensures easy retrieval for audits, post-campaign analysis, and future learning.
4.4. Saves staff time and minimizes human oversight in managing campaign closure.
4.5. Increases operational transparency and standardizes end-of-campaign procedures across multiple channels.