Campaigns are a great way to map out a sequence of messages for your contacts. In addition to the benefits you get in the planning process, you also create a more interactive experience for your contacts.
Campaigns are built using steps, which direct the flow of emails and keep your contacts moving seamlessly through the campaign.
This article focuses on how to manage your existing campaigns on the Campaigns list page.
To learn how to create a campaign, see Create a Campaign - Campaign Designer.
Access your Campaigns
To manage your campaigns:
- Access the Admin interface.
- Navigate to Campaigns > List.
The Campaigns list page is where you manage your campaigns and your campaign folders. The page defaults to Main Folder on the In Progress tab and the list is sorted alphabetically on the Campaign Name column. You can:
- Click any column header to sort on that column; click again to reverse the sort order.
- Click the folder dropdown to select a folder to display its campaigns or select All Folders to display all campaigns.
- Click the Active or Archive tab to manage those campaigns.
- These two tabs have only the Search, Reset, Columns, and Export options above the list.
Manage your Campaigns list
On the Campaigns list page, you can perform several management actions using the buttons above the list.
TIP: The Delete and Move to Folder options are campaign-management actions, as opposed to list-management actions. As such, they are not enabled until a campaign is selected. You can select multiple checkboxes to simultaneously perform these actions on more than one campaign.
The tab-specific sections that follow provide more information on the campaign-management options.
Option | Description |
---|---|
Search | Click to display a dialog where you can specify search criteria. Click the plus sign (+) to add criteria, use the dropdowns to add conditions, and specify a search term; click Find to initiate the search. |
Reset | Click to restore the complete list of campaigns (for the selected folder) after you've performed a search. |
Columns | Click to display a dialog where you can add and remove columns in the list. You can also drag-&-drop them to different positions in the list. |
Export | Click to export the current list to an MS Excel file. The export file reflects the current list view, including any search-based filtering, and the current columns and their order. |
Refresh | Click to refresh and update the list after you've made changes. |
Show Deleted | Check to display any campaigns that have been deleted; their names display in red text. To restore a deleted campaign, hover on its dedicated menu and select Undelete. |
Delete | Click to delete one or more campaigns that you've selected (checkbox on left). In-use campaigns cannot be deleted. |
Move to Folder | Click to move one or more campaigns that you've selected (checkbox on left). Choose a destination folder on the popup. |
Campaign status tabs
Your campaigns are grouped on three tabs based on their status.
In Progress
This tab lists campaigns that are being developed and have not yet been activated. Here, you can:
- Click Columns to open the column chooser and add/remove columns in the list, as well as adjust their left-to-right order.
- Hover on the menu icon of a campaign to select:
- Edit
- Copy
- Delete
- Archive (moves the campaign to the Archive tab)
NOTE: Campaigns that are currently being tested have only two hover-menu options: Add Test Subscriber (specify an email address) and View Test (on the Campaign Designer > Flow tab).
Active
This tab lists campaigns that are live and currently have contacts flowing through them. Here, you can:
- Click Columns to open the column chooser and add/remove columns in the list, as well as adjust their left-to-right order.
- Hover on the menu icon of a campaign to:
- Run a report to see how the campaign is performing
- Add someone to the campaign as a tester
- Deactivate the campaign (new contacts will not be added; existing contacts in the campaign will not advance through it)
- Create a copy of the campaign
- Archive the campaign (moves the campaign to the Archive tab)
Archive
This tab lists campaigns that have been archived and are inactive. Here, you can:
- Click Columns to open the column chooser and add/remove columns in the list, as well as adjust their left-to-right order.
- Hover on the menu icon of a campaign to:
- Run a report to see how the campaign performed when active
- Create a copy of the campaign
- Set the campaign back to the In Progress state (moves the campaign to the In Progress tab)
Campaign folders
All campaigns are stored in folders, which makes finding and managing them much easier.
By default, new campaigns are placed in Main Folder, but you can create your own folders to manage your campaigns.
To create and manage your folders:
- Click the Edit button at the upper right.
- On the dialog, you can:
- click + New Folder to add a folder,
- check the Show Deleted box to display deleted folders,
- click Edit next to a folder to change its name, and
- click Delete next to a folder to delete it.
Change folders
The campaign lists default to Main Folder.
- Click the folder dropdown to select a different folder; its campaigns now display in the list.
This is a good way to limit which campaigns display and makes it easier to locate one.
Move a campaign to a different folder
You can easily move an In Progress campaign from one folder to another. You cannot move campaigns among folders on the Active and Archive lists.
- Select one or more campaigns in the list by checking their boxes (they'll be highlighted).
- Click the Move to Folder button above the list.
- In the dialog, choose a folder and click Move.
It's a good idea to filter the list on that destination folder and verify the move.
Search campaigns
You can use the Search feature to more easily locate campaigns.
- Click the Search button above the list.
- Use the dropdown lists to select your search criteria (click the [+] to add additional criterion).
- Enter your search term/phrase and click Find.
- Click Reset above the list to restore the original list.