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Discover the interface user-interface

The new ÃÛ¶¹ÊÓƵ Campaign Web interface offers a modern and intuitive user experience to simplify marketing campaign design and delivery. This new interface is integrated with ÃÛ¶¹ÊÓƵ Experience Cloud apps and solutions.

Learn how to connect to ÃÛ¶¹ÊÓƵ Campaign and discover Experience Cloud navigation basics in this article.

NOTE
This documentation is frequently updated to reflect latest changes in the product user interface. However, some screenshots can slightly differ from your user interface.

Campaign home page user-interface-home

Campaign home page lets you quickly and easily browse key resources, indicators, and components.

The upper section of the home page provides details about latest updates and new capabilities available in the product, with link to Release Notes and detailed documentation. Use the left arrow to scroll feature cards.

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The Key performance indicators lets you check your platform effectiveness through common KPIs. Learn more about these KPIs in this page.

The Recents list provides shortcuts to the recently created and modified deliveries. This list shows their channel, status, owner, creation and modification dates. Click the Show more link to load more deliveries.

In addition, you can access ÃÛ¶¹ÊÓƵ Campaign Web key help pages from the Learning section of the page.

At the bottom of the page, the About link provides details about your ÃÛ¶¹ÊÓƵ Campaign instance. those information are in read-only mode.

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The Instance section provides key information about your console client, including both the version and the associated build number.

  • The version refers to the official release version you are using,
  • The build refers to a specific iteration of that version.

Both version and build numbers are crucial for troubleshooting, as they help determine exactly what features and fixes are present in your environment.

The Web section displays the version of your Campaign Web user interface, with the last update date of it, if available. This helps track changes or improvements made to the Campaign Web user interface.

The Installed packages section lists all the modules, features and integrations present on your instance. These packages extend ÃÛ¶¹ÊÓƵ Campaign’s functionality, allowing it to perform specialized tasks such as integrating with other ÃÛ¶¹ÊÓƵ solutions or enabling specific workflows. Given the large number of packages, you can do a research within this section to quickly check if a particular module is installed on your instance.

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Left navigation menu user-interface-left-nav

Browse the links on the left to access ÃÛ¶¹ÊÓƵ Campaign Web capabilities. Several links display lists of objects which can be sorted and filtered. You can also configure columns to display all the information you need. See this section. Some list screens are read-only. The items displayed in the left navigation menu and in the lists depend on your user permissions. Learn more about permissions in this section.

Explorer user-interface-explorer

The Explorer menu displays all Campaign resources and objects with the same folder hierarchy as the one in the client console. Browse all your Campaign v8 components, folders and schemas, and create deliveries, workflows and campaigns.

The items displayed in the Explorer depend on your user permissions. You can also add folders and sub-folders, if you have proper rights. Learn more about permissions in this section.

You can configure columns to customize the display to view all the information you need. See this section. You can also add folders and sub-folders, as detailed in this section.

For more information about the Campaign explorer, folder hierarchy and resources, refer to this Campaign v8 (console) documentation.

Campaign Management user-interface-campaign-management

In the CAMPAIGN MANAGEMENT section, you can access marketing campaigns, deliveries, and workflows.

  • Campaigns - This is the list of your campaigns, and campaign templates. By default, for each campaign you can view the start/end/creation/last modification dates, the current status, and the name of the Campaign operator who created it. You can filter the list by status, start/end dates, folder, or create an advanced filter to define your own filtering criteria. Learn more about campaigns in this section.

  • Deliveries - Browse through your list of deliveries. By default, you can view their state, last modification date as well as key KPIs. You can filter the list by status, contact date or channel. Click an email delivery to open its dashboard to get an overview of the delivery details. Deliveries on other channels are read-only. Learn more about deliveries in this section.

    Use the More actions button to delete or duplicate a delivery.

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  • Workflows - In this screen, you can access the full list of workflows and workflow templates. You can check their status, last/next execution dates, and create a new workflow or a new workflow template. You can filter the list with the same criteria as for other objects. In addition, you can filter workflows which belong to a campaign, or not. Learn more about workflows in this section.

Content Management user-interface-content-management

In the CONTENT MANAGEMENT section, you can view your content templates and fragments.

  • Content templates - For an accelerated and improved design process, you can create standalone templates to easily reuse custom content across ÃÛ¶¹ÊÓƵ Campaign. Only available for emails, this functionality enables content-oriented users to work on standalone templates so that marketing users can reuse and adapt them inside their own email campaigns. Learn more in this section.

  • Fragments - A fragment is a reusable component that can be referenced in one or more deliveries across campaigns. When modifying a fragment, every content using it is updated. Learn how to work with fragments

This functionality allows to prebuild multiple custom content blocks that can be used by marketing users to quickly assemble email contents in an improved design process.

Customer Management user-interface-customer-management

In the CUSTOMER MANAGEMENT section, you can view your profiles, audiences, and subscriptions. These lists are read-only.

  • Profiles - Create and manage profiles, and access your recipient database. By default, you can view their email address, first name and last name. Learn more about profiles in this section.
  • Audiences - This is your list of audiences. By default, you can view their type, origin, creation/last modification dates and label. You can filter the list by origin. Learn more about audiences and lists in this section.
  • Subscription services - Browse through your subscriptions lists. By default, you can view their type, mode and label. Learn how to manage subscriptions and unsubscriptions in ÃÛ¶¹ÊÓƵ Campaign v8 (console) documentation.
  • Predefined filters - Predefined filters are custom filters which are created and saved to be available for future use. They can be used as shortcuts during any filtering operations with the query modeler, for example when filtering a list of data, or creating the audience of a delivery. Learn more in this section.

Decision Management decision-management

In the DECISION MANAGEMENT section, you can view the offers and offer templates. These lists are read-only.

  • Offers - Browse through the list of offers and offer templates that have been created in the console using the Interaction module. By default, you can view their status, start/end dates and environment. You can filter the list by status and start/end dates. Offer templates are also available.

Learn how to create and send offers in emails and SMS in this section.

Reporting left-nav-reporting

  • Reports - The Report entry offers a consolidated overall summary of traffic and engagement metrics for each channel within your Campaign environment. These reports consist of various widgets, each offering a distinct perspective on your campaign or delivery performance. Learn more in this section.

Administration left-nav-admin

  • Audit trail - The Audit trail entry provides users with full visibility into all modifications made to important entities within your instance, typically those that significantly impact a smooth operation of the instance. Learn more

  • External accounts - Create new external accounts using Web User Interface to meet your specific needs and ensure seamless data transfers. Learn more

  • Schemas - Custom fields are additional attributes added to the out-of-the-box schemas through the ÃÛ¶¹ÊÓƵ Campaign console. Learn more

  • Delivery Alerting - Delivery Alerting is an alert management system that enables groups of users to automatically receive email notifications with information on their delivery executions. Learn more

Learn more learn-more

Learn how to browse, search, and filter lists available in your Campaign environment in this page.

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