Campaign Management
Changes on September 20, 2026
Complete change list
- Isolated Surface Canvas Styling: Resolved page styling scope so that Page Style controls on Campaigns and Contacts strictly apply to those surfaces without leaking into or overriding Feedback, Initiatives, or graph views.
- Base-First Detail Typography & Collapsible Sections: Modernized the Campaign Member detail view with standard H3 section headings and comfortable
text-basebody text for Selection Rationale and Touchpoint messages. Selection Rationale, Touchpoints Timeline, Profiles & Accounts, and Member Metadata sections are now individually collapsible, with quick access to "+ Log Touchpoint" from the timeline header. - Clean Action Footers: Replaced the previous red danger-zone container with a standard left-aligned footer action ("Remove from Campaign") and confirmation dialog on the technical tab.
- Modernized Graph Canvas Background & Accents: Standardized graph canvas background defaults across all interactive graph surfaces (Capability Map, Delivery Graph, Discovery Graph, Strategy Graph, Signals Graph, Feedback Planning/Graph, Initiatives Planning). In Light theme, the graph base is a cool, distinct slate-blue tone (
#ecf1f4) with vibrant blue (#0084ff, 20%, size 75) and warm red (#bf3535, 30%, size 50) radial accents, clearly distinguishing graph canvases from list surfaces. In Dark theme, the base background is obsidian#0a0705with electric blue (#009dff, 40%, size 70) and crimson (#ff0008, 15%, size 50) accents. All active browser sessions automatically migrate to the new defaults without requiring manual resets. - Standardized Surface Canvas & Removed Legacy Beige: Aligned non-graph surface canvas background defaults across all table, board, and list views to a fresh, cool-rose palette (
#f6f0f0in light theme,#00040adeep midnight in dark theme) with dual-gradient glow accents (cyan and wine) and 80% card surface opacity, eliminating the legacy warm beige background while strictly preserving all interactive graph canvases (Caps Map, Delivery timeline, Strategy graph, Signals graph). - Restored Surface Canvas on Feedback & Initiatives Non-Graph Views: Resolved missing canvas backgrounds on Feedback (Inbox, Themes, Problems) and Initiatives (Decisions, Kanban) views. Table, board, and list views now render with the fresh surface canvas palette (
#f6f0f0light,#00040adark with cyan/wine accents), while interactive graphs (Feedback Graph, Feedback Planning, Initiatives Planning) render with their dedicated graph canvas (#ecf1f4light,#0a0705dark). Contextual style popovers now dynamically tune the active view's canvas. - Outreach Back-Dating & Local Timestamps: Added quick date preset shortcuts (
Now,Today,Yesterday) and eliminated timezone offset skew when logging touchpoints. - Clear Touch & Engagement Semantics: Added explanatory tooltips to Campaign Pipeline table headers clarifying outbound touches vs. inbound engagement responses.
- Expanded & Reliable Outreach Touchpoint Logging: Supported direct messages, connection requests, connection accepts, emails, and responses when logging daily campaign touches. Fixed check constraint violations when saving non-comment interactions.
- Accurate Campaign Touchpoint Counting: Fixed a database view rollup bug where campaign members from the same company incorrectly shared each other's touch counts ("ghost touches"). Every member now accurately displays their own individual touch count and engagement history.
- Contextual URL Validation: URL is now marked optional for non-comment outreach actions while preserving required permalinks on warming comments.
- Consistent Member Panel Saving: Added reliable auto-save on blur and state synchronization for Next Actions and due dates in the Campaign Member panel.
- Full-Height Desktop In-Page Detail Panel: Opening a member in the campaign pipeline table on desktop viewports (>= 1024px) renders an inline In-Page panel docked full-height flush to the right viewport border with a draggable resize handle. The pipeline table scrolls independently on the left without losing list context or leaving empty vertical gaps.
- Canonical Full-Height Page Layout: Replaced the legacy monolithic scrolling layout on the Campaigns page with the platform standard 3-tier structure (pinned header with title/KPIs, pinned filter bar, and an independently scrolling table viewport). This completely eliminates the 16px bottom white gap and ensures that the canvas background extends seamlessly to the viewport edge.
- Pinned Headers & Independent Scrolling: When scrolling through campaign lists or playbook templates, header actions, KPIs, and search filters remain fixed and accessible at the top of the screen.
- Smarter Touch Spacing: Enforced safe defaults (3–5 days minimum cadence) preventing accidental zero-day flood sequences.
- Instant Playbook Persistence: Playbook template stage builder and guidelines edits now auto-save immediately with clear visual confirmations, preventing accidental data loss during navigation.
- Active & Archived Filter Tabs: Filter campaigns cleanly between active and archived views, keeping day-to-day focus on active campaigns while keeping historical lists accessible.
- Goal Preservation & New Presets: Campaign creation now strictly preserves your chosen goal without template overwrite, adding presets for "Relationship building" and "Audience growth" as well as custom goal support.
- Pipeline Stage Editing & Playbook Re-sync: Edit funnel stages directly on existing campaigns or re-sync guidelines, rules, and cadence timings from an updated playbook template at any time.
- Campaign Archive & Deletion: Added complete lifecycle controls to archive, restore, or permanently delete campaigns from both the campaign detail menu and table row actions with safety confirmation dialogs.
- Fixed an issue where linking or unlinking Initiatives to Strategic Opportunities failed in the agent chat and workspace backend.