Engagement Campaigns are a unique set of pre-built campaigns that make it easier for you to identify which of your contacts are/are not meaningfully interacting with your organization and its messages, and to then group similar contacts based on their level of engagement.
This article describes how to access and manage your Engagement Campaigns on a single list page.
Despite being pre-built, Engagement Campaigns do require some configuration and customization in order to ensure that they meet your objective. The configuration and customization occur in the creation process and when editing a campaign, which are described in Create & Edit Engagement Campaigns.
Being able to customize a campaign gives you the flexibility to create a:
- Re-engagement campaign to encourage disengaged contacts to get involved again.
- Suppression campaign to compile a list of inactive and outdated email addresses and then stop sending to them in order to improve your deliverability and sender reputation.
Customizing means that you control the flow of the campaign and you tailor the content to meet your specific objective!
Learn about the types of Engagement Campaigns and the purpose of each in Engagement Campaign Types.
Access your Engagement Campaigns
All of your Engagement Campaigns are stored on a single list page where you can manage them and keep them organized. The Filters option makes it easy to:
- save campaigns in folders and then filter the list to just the campaigns in those folders and
- filter the list by Initiatives.
To access your list of Engagement Campaigns:
- Access the Admin interface.
- Navigate to Engagement.
TIP: On list pages, click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.
The Engagement list page displays your organization's Engagement Campaigns by name, numerically then alphabetically.
NOTE: All Engagement Campaigns names that start with a number will be listed before campaign names that start with a letter. For example, 2021 Renewal and 2022 Welcome will appear earlier in the list than Renewal 2021 and Welcome 2022. Keep this in mind when creating and naming your Engagement Campaigns.
Start Date and End Date columns notes
These columns might be blank, depending on an Engagement Campaign's set up and other factors.
- Regardless of whether a start date has been configured, the column gets populated only when the Engagement Campaign actually starts.
- If an Engagement Campaign has been configured with an end date, that date will display in the End Date column as soon as the Engagement Campaign is deployed.
- If you stop an Engagement Campaign that does not have a scheduled end date, the End Date column will not get updated.
Locate an Engagement Campaign
There are a few features that you can use to more quickly locate an Engagement Campaign.
- Use the column headers (click to sort on) if you know either who created the Engagement Campaign or one of the date columns if you know that there was recent activity (e.g., created, modified); this will re-order the list and bring to the top those with recent activity.
- Use the Search feature if you know the name of the Engagement Campaign and to find Engagement Campaigns with similar names. The search also queries the Status and Created By fields.
NOTE: The search field is not case-sensitive; "M" and "m" will yield the same results.
- Use the Filters option if you know which folder an Engagement Campaign is in. You can also filter by Initiative if your account uses them.
NOTE: Initiatives are a way to group Engagement Campaigns that are stored in separate folders. For example, you could name an Initiative 2019 and then group some of that year's Engagement Campaigns that are stored (and can remain) in separate folders based on their purpose or audience. See Campaigns Dashboard for more information.
Getting in the habit of using these features will simplify locating your Engagement Campaigns so you can get to the business of managing them and using them to keep your recipients engaged.
Manage your Engagement Campaigns
TIP: The gear icon in the upper right of the page has a set of Campaign-related options; these are described in Gear icon options, below.
There are several action buttons above the list that you can use to manage your Engagement Campaigns.
To activate the buttons, you have to select an Engagement Campaign, and then you can:
Edit various options and conditions.
See Create & Edit Engagement Campaigns to learn about editing an Engagement Campaign.
- Create a copy of it by clicking Save as and giving the copy a unique name.
- Rename the Engagement Campaign.
- Remove it by clicking Delete.
- Click Track to open the Engagement Campaign's "overview" page with statistical data (start date, members count, days running count, and status).
- Click Preview to view the Preview Campaign dialog which displays a summary of the Engagement Campaign details.
NOTE: The information that is presented will be different for each campaign type and unique to each Engagement Campaign.
Gear icon options
There is a gear icon in the upper right of the List page and the Editor. It has a set of Campaign-related options, most of which are available in both locations. The options are described in the table that follows.
NOTE: The View Campaign Snapshot and Convert to Advanced options display ONLY on the Deploy tab of the Editor.
To access the options:
- List page - hover on the icon
- Editor - click the icon
TIP: The options that are duplicated in these menus present the same dialogs and have the same functionality in both locations.
Gear menu options
|Displays only when in the Editor; click to save any changes you've made to a campaign.
TIP: As you create/edit any type of Campaign, it is a good idea to periodically save your work.
|Opens the Manage Campaign Initiatives dialog where you can manage (e.g., add, remove, rename) your Campaign Initiatives.
To learn about this feature, see Campaigns Dashboard.
|Opens the Manage Link Labels dialog where you can manage your Link Labels.
To learn about this feature, see Link Labels.
|Opens the Manage Contact Tags dialog where you can manage the Tags that have been assigned to Contacts.
To learn about this feature, see Contact Tags.
|Web Tracking Code
|Opens the Web Tracking Code dialog where you can retrieve a code snippet to be placed on web pages that you want to track.
To learn about this feature, see Web Tracking.
|Convert to Advanced
|Opens a confirmation dialog. Click Yes to proceed to Workflow Builder to customize your Campaign's design and configuration.
To learn about advanced Campaign design, see Workflow Builder.
NOTE: This option is unique to Campaigns; it is not applicable to Engagement Campaigns and Landing Page Campaigns.
|View Campaign Snapshot
|Opens the Campaign Snapshot overlay which displays the configuration details, such as which Contacts will and will not be added to the campaign, messages to send, and when messages will be sent.