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.

To manage your campaigns:

Access the Admin interface.
Navigate to Campaigns.

From here, you can create and manage your campaigns, view basic details about them, and see whether a campaign has a valid flow.

NOTE: This article focuses on how to manage your existing campaigns; to learn more about the creation process, see Campaign Designer.

Campaign organization

Your campaigns into the following three tabs:

NOTE: The data columns shown for each tab below are the default columns displayed; to add or remove data columns, click Columns, make your selections, and click Ok.

In Progress

This tab lists campaigns that are still being developed, and have not yet been activated. For any campaigns that are not currently being tested, you can hover over the icon to the left of their name to:

edit them,
make a copy,
delete them,
and save them for future use by archiving.

For In Progress campaigns, the list displays the following details (by default):

A campaign's name
Its type
Its status
The Target Group it belongs to
If it has been updated, by whom (along with the data/time the update occurred)
The date/time it was created
Whether it has a valid flow (i.e., it doesn't have any errors that would prevent a contact from going through the campaign successfully - this is indicated in the Valid Flow column by a red X or green checkmark)

Active

This tab lists campaigns that are live and currently have contacts flowing through them. Hover over the icon to the left of a campaign to:

Run a report to see how a campaign is currently performing
Add someone to go through a campaign as a tester
Deactivate a campaign to stop adding any new contacts (or to stop putting any contacts through the campaign's steps)
Create a duplicate copy of a campaign
Archive a campaign for future use, thus taking it out of an active status

For Active campaigns, the list displays the following details (by default):

A campaign's name
How many contacts are currently fllowing through a campaign
How many contacts have completed a campaign
Its type
Its status
The Target Group it belongs to
If it has been updated, by whom (along with the data/time the update occurred)
A campaign's start/end date/time
How much money a campaign has accrued

Custom folders

While a default campaign folder (Main Folder) is available, and is where new campaigns are stored by default, you can also create your own custom folders to keep your campaigns organized however you want.

Click the Edit button at the upper right.
In the resulting pop-up, any existing custom folders are listed. To create one, click + New Folder.
Give it a name, and then click Save.

Change folders

By default, the campaign list displays the campaigns in all folders, but to make it easier to locate a campaign, you can select a specific folder to only show its associated campaigns. Keep this in mind if you're ever having trouble finding a campaign: double check which folder is selected.

Move a campaign to a different folder

Do you want to organize your campaigns by storing them in custom folders? To do so:

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, select the desired folder and click Move.

Search campaigns

While using custom folders to keep your campaigns organized is also a great way to easily locate them, another great method is to search for them.

Click the Search button above the list.
Use the menus to select your search criteria (click the [+] to add additional criterion).
Enter your search term/phrase and click Find.

TIP: Click the Reset button above the list to restore the original list.

Manage Campaigns