Smart Campaigns are pre-built campaigns that require minimal effort on your part, featuring best-practice flows curated by Higher Logic experts that focus on speed and ease of deployment. If you're unfamiliar with Smart Campaigns, check out this article for an overview.

In this article, you'll learn about the List page, where you can manage all of the Smart Campaigns available in your account, including:

• Activating and deactivating campaigns
• Reviewing which Contacts meet a campaign's entry criteria and will be enrolled upon activation
• Running reports to view performance metrics

Before we begin...

Higher Logic offers two types of campaigns: Traditional campaigns, created from scratch using Campaign Designer, and pre-built, automated Smart Campaigns.

For a more in-depth look at the differences between the two, and to learn which is best-suited to your marketing goals, see Traditional Campaigns vs. Smart Campaigns.

Access the Smart Campaigns List page

1. Access the Admin Interface in your Higher Logic Thrive Marketing Professional or Thrive Communications account.
2. Navigate to Campaigns > Smart Campaigns > List.

List page overview

The List page is separated into two tabs for efficient campaign management: Available Campaigns and My Campaigns.

Available Campaigns tab

The Available Campaigns tab lists all of the Smart Campaigns that have been published to your account but have not yet been activated. Click a campaign "card" to view its details page.

• Use this tab to browse and find the Smart Campaigns your organization wants to run.
• On the left, campaigns are organized by category (Engagement, Profile, Volunteer, and Mentor); click these categories to jump to their associated campaigns on the page, making it easy to quickly browse options that match specific marketing objectives. 
• A search bar at the top lets you filter these campaigns by name (e.g., searching “Profile” shows only campaigns with "profile" in their name). 
• This tab hides any campaigns you’ve already activated so it stays clean and goal-oriented.

My Campaigns tab

The My Campaigns tab is your management dashboard for all Smart Campaigns you’ve previously activated. From here, you can quickly find specific campaigns, see when they were (or are) active, and click a campaign name to open its details page for editing, activation/deactivation, or reporting—making this tab the central place to monitor and maintain your organization's Smart Campaigns. 

• Instead of cards, it presents a data grid that scales as your program grows, with columns such as Campaign Name, Status (Active, Deactivated, Expired), and Category. 
• The same search bar is available to make locating specific campaigns (by name) easy.
• Click the filter icon at the top right to filter campaigns by their Status and/or Category.
• Click the pagination buttons at the bottom of the grid to navigate between pages and jump to specific pages. By default, 15 campaigns are shown per page; click the dropdown to switch this to 25, 50, or 100 campaigns per page.
• Click the X columns out of X text at the bottom of the grid to manage which columns are displayed; Campaign Name is required, but you can choose to show or hide Status and Category. Click column titles to sort the list by that column: the first click applies a sort in one direction (e.g., A–Z or Active first); clicking the same column again reverses the sort order. This makes it easy to, for example, bring all Active campaigns to the top or group campaigns by category.

View a campaign's details page

From the List page, click a campaign to view its details page, which provides a description of the campaign's purpose and strategy, its entry and success criteria, along with several management actions we'll discuss below.

Campaign flow

In the middle of the page is a visual representation of the campaign's flow (actions and steps).

• The flow for each Smart Campaign has been carefully engineered by Higher Logic experts to follow best practices and meet its intended goal. The steps and actions cannot be modified.
• However, the text for each included Message can be edited. By default, this message text is auto-generated by AI according to carefully curated prompts. In most cases, the generated text should meet your needs but you're free to make small tweaks or even full edits, if changes are needed.

Edit a campaign message

As stated above, each Smart Campaign features AI-generated messaging governed by prompts hand crafted by Higher Logic experts. If you'd like to make changes, however, any message can be fully edited at any time.

To do so: 

1. Click a Message box, as shown below.
2. In the resulting popup, the message's details, subject, and body text are presented. Click the Edit icon at the top right to make the Subject and Body text fields editable.
3. Make your desired changes and click Save to apply them. 

View campaign criteria & eligible Contacts

Displayed at the top right is the campaign's Entry and Success Criteria definitions, helping you to understand exactly who the campaign is targeting and how success is measured.

Click the View Contacts link to have the system generate the current list of Contacts who meet the campaign's criteria and who would be enrolled into the campaign if it were activated.

NOTE: You can only view the list of eligible Contacts for campaigns in the deactivated state.

Set global settings

The campaign's Global Settings are displayed at the bottom of the page, presenting two options:

• Use the default settings configured on the Smart Campaigns > Global Settings page (learn more)
• or override these global defaults with custom settings. The ability to override allows you to personalize specific campaigns with different from and/or reply to email addresses to handle inbound communication, for example.

Activate a campaign

Once you've reviewed a campaign's criteria, made any desired edits to message content, and viewed its eligible Contacts, you can turn it on at any time via the Activate button. All active campaigns display the "Active" label for easy identification. 

NOTE: Certain actions are only available when a campaign is not in the active state, like viewing eligible Contacts. Conversely, the ability to monitor a campaign's current report metrics is limited to the active state.

Activated campaigns include several new management options, discussed in the section below.

Manage activated campaigns

When a campaign is active, several new options become available.

• You can click the Deactivate button from a campaign's details page. This pauses the campaign, not allowing any additional Contacts to be added or messages to go out. Click Activate at any time to resume a campaign's flow.
• You can also click View Report to view a campaign's current metrics.

To learn about the metrics that are included in a campaign's report, see View Smart Campaign Report Metrics.

NOTE: While you can edit an active campaign's messages, those edits will only be reflected in emails sent after they're saved (i.e., previous sent messages are not retroactively updated).