Access and manage your campaigns manage-campaigns
To access and manage your campaigns, click the Campaigns menu on the left navigation.
List of campaigns access-campaigns
In the campaign list, two tabs are available:
By default, each campaign in the list displays information about its current status, start and end dates, creation date, the last time it was modified, etc.
You can customize the displayed columns by clicking the Configure column for a custom layout icon located in the upper-right corner of the list. This allows you to add or remove columns, and reorder information in the campaign list.
In addition, a search bar and filters are available to facilitate easy searching within the list. Learn more.
For example, you can filter on your campaign schedule. Open the filter panel and use the Start - End Date section:
Campaign dashboard campaign-dashboard
In the Browse tab of the campaign list, click a campaign name to display its details.
The status and schedule of the campaign is displayed at the top of the screen. You can use the Settings button to update the properties of your campaign, such as the its label, folder, and description. You can also change the schedule of your campaign from the settings screen. Learn more about campaign schedule in this section.
From the campaign dashboard, use the Logs and Reports buttons to monitor your campaign. Learn more in this section
For each campaign, the dashboard shows two main tabs: Workflows and Deliveries.
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The Workflows tab lists all workflows associated to the campaign. This tab also allows you to create a new workflow inside the campaign. See this section.
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The Deliveries tab lists all deliveries created in the current campaign. You can also create a new delivery inside the campaign. See this section.
Delete a campaign campaign-delete
You have two ways to delete a campaign:
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from the list of campaigns, click the ellipsis button then select Delete
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from the campaign itself, click the More button then select Delete
Duplicate a campaign campaign-duplicate
You have two ways to duplicate a campaign:
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from the list of campaigns, click the ellipsis button then select Duplicate
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from the campaign itself, click the More button then select Duplicate
In both cases, confirm the duplication to create the new campaign. The label of the campaign Copy of <label of the initial campaign. Browse to the campaign settings to update this label.
Work with campaign templates manage-campaign-templates
Campaign templates contain pre-configured settings which can be reused for creating new campaigns. A set of built-in templates is available to help you get started. You can create and configure your campaign templates and then create campaigns from these templates.
A campaign template can store the following information:
- the campaign Settings
- the campaign Schedule
- workflow templates
- delivery templates
To create a campaign template, follow the steps below:
- Click the Campaigns menu, browse to the Templates tab, then click the Create template button.
- Select the Template to use. This allows you to base your new template on a template previously created.
- Provide a label for your template.
- If needed, you can change the following Additional options: internal name, folder, assignee, description and nature.
- Define the Schedule of your campaign. Learn how to set your campaign schedule in this section
- Click Create.
- Add workflows and delivery templates to your campaign.