Campaigns are a collection of messages that can be sent to a select group of recipients on a specified date or based on recipient actions to prior messages in the campaign, in order to achieve the campaign's objective (known as the campaign goal).
For example, you could create an email campaign with a goal of reminding members of their upcoming membership renewals. The campaign could automatically send a series of customized messages at 90-, 60-, and 30-day intervals, and each of those messages could spotlight a different membership benefit and have a link to the renew-&-payment page on your website.
Remember that, because campaigns are customizable, you choose and set:
- the number of messages;
- the message content;
- the audience;
- the wait interval and send schedule; and
- the campaign's goal.
...and best of all, with a couple of minutes spent on configuring a few settings, the campaign is fully automated based on your settings and your recipients' actions!
This article describes how to access and manage your Campaigns on a single list page.
The creation process and the editing options are described in Create & Edit Campaigns.
Learn about the types of Campaigns and the purpose of each in Campaign Types.
Access your Campaigns
All of your 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 Campaigns:
- Access the Admin interface.
- Navigate to Campaigns > List.
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 Campaign Management page lists your organization's campaigns by name, numerically then alphabetically.
NOTE: All campaign names that start with a number will be listed before campaign names that start with a letter. For example, 2019 Renewal and 2020 Welcome would appear earlier in the list than Renewal 2019 and Welcome 2020. Keep this in mind when creating/naming your campaigns.
Start Date and End Date columns
These columns might be blank, depending on the campaign's set up and other factors.
- Regardless of whether a start date has been configured, the column gets populated only when the Campaign actually starts.
- If a Campaign has been configured with an end date, that date will display in the End Date column as soon as the Campaign is deployed.
- If you stop a Campaign that does not have a scheduled end date, the End Date column will not get updated.
Locate a Campaign
There are a few features that you can use to more quickly locate a campaign.
- Use the column headers (click to sort on) if you know either who created the 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 campaign and to find 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 a campaign is in. You can also filter by Initiative if your account uses them.
NOTE: Initiatives are a way to group Campaigns that are stored in separate folders. For example, you could name an Initiative 2019 and then group some of that year's 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 campaigns so you can get to the business of managing them and using them to keep your recipients engaged.
Manage your 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 campaigns.
To activate the buttons, you have to select a campaign, and then you can:
Edit various options and conditions.
See Create & Edit Campaigns to learn about editing a Campaign.
- Create a copy of it by clicking Save as and giving the copy a unique name.
- Rename the campaign.
- Remove it by clicking Delete.
- Click Track to open the 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 campaign details.
NOTE: The information that is presented will be different for each campaign type and unique to each campaign. Some previews might have links that you can click to configure the 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
|Save Campaign||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.
|Initiatives||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.
|Link Labels||Opens the Manage Link Labels dialog where you can manage your Link Labels.
To learn about this feature, see Link Labels.
|Recipient Tags||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.|
Check out the following articles to really do the most with — and get the most out of — your campaigns.
- See Campaign Goals to learn how to set an objective for the campaign.
- Set Up a Campaign Messages Send Interval describes how to set up the intervals between the sending of campaign messages so that your recipients have sufficient time to engage.
- See Set Up Campaign Abandonment to learn about campaign abandonment and how to set up distinct messages to only those who abandon the campaign.
- Test a Campaign describes the two ways to test a campaign.
- See Create an A/B Testing Campaign for information on how to send two or more messages, that are not identical, to determine their individual effectiveness.