Overview


The Campaign View shows a list of all Campaigns for the Account.


The Campaign View is slightly different based on whether you've chosen to view Standard or Automated Campaigns.


Here's the Campaign View for Standard Campaigns:


 


And here's the Campaign View for Automated Campaigns:



Features


Information Bar


The grey bar at the top of the Reporting page contains the following information:


  • Campaign Type Tabs: If your account includes products for multiple types of accounts, you will be able to choose which type of Campaigns you want to view. In the screenshot above, the account has access to both Standard campaigns and Automated campaigns.


  • Result Count: The result count area with the text label of “Showing X of X results” lets you know where you are in the campaign display listing in relation to how many campaigns there are, either in total or in relation to your filter criteria.

    Note: Click on the Next and Previous links beneath the campaign information table to page through the campaigns. The Result Count label will change as you page through. You can also click on a particular page number to jump directly to that page, or use the First and Last links. The Result Count label will update accordingly.


  • Filter by Channel: The Filter by Channel option lets you specify if you would like to only view campaigns that include a particular channel (email, SMS, or fax). You can select one filter at a time. You also have the option of Show All, which is the default choice.


  • Search Box: The Search box enables you to search for a particular campaign by its name. You can type the desired campaign name in part or in its entirety into the Search box. Press the Enter key on your keyboard to initiate the search. The Campaign table will display the campaigns matching the search criteria. 


New Campaign Button


The Campaigns tab also contains a New Campaign button in the top right corner of the page. Click this button to create a new campaign. See Create a Standard Campaign for more information.

Campaign Table


The Campaign table displays multiple columns of information for the displayed campaigns. Some columns are specific to Standard Campaigns; others are specific to Automated Campaigns.


  • Campaign Name: This column displays the names of campaigns, whether paged to, filtered to, or searched for. For Standard Campaigns, you can click on the name of a campaign to be redirected to the Campaign Send List for the campaign. For Automated campaigns, this link is available only if the Campaign is not Active, and takes you to the Campaign Wizard.

    Note: Click the up/down arrow icon next to the Campaign Name column label to sort the campaigns in alphabetical or reverse alphabetical order.
     
  • Last Sent: Specific to the Standard Campaign view. This column displays the date that the campaign was last sent to. If no sends have gone out yet in the campaign, this value will be blank.

    Note: Click the up/down arrow icon next to the Last Sent column label to sort the campaigns by most recently sent to or least recently sent to.

  • Type: Specific to the Automated Campaign view. This column displays the type of the Automated Campaign. When created, Automated Campaigns can be set as a Welcome Series, Confirmation Message, Marketing Drip, Re-engagement Series, Billing Notifications, or Other.

    Note: Click the up/down arrow icon next to the Last Sent column label to sort the campaigns alphabetically by Type.

  • Modified: Specific to the Automated Campaign view. This column displays the date that the campaign was last modified.

    Note: Click the up/down arrow icon next to the Last Sent column label to sort the campaigns by most recently modified or least recently modified.
     
  • Channels: Specific to the Standard Campaign view. This column displays the icons which depict the various send channels being used in the campaign. The channel icons are as follows: email (letter), SMS (speech bubble), and fax (fax machine)

  • Status: Specific to the Automated Campaign view. This column displays the current status of the Automated Campaign - Draft, Active, Paused, or Failed.
     
  • Actions: If the campaign is not currently being processed (i.e., a subscriber upload is in progress or the campaign is being copied or being created as a copy of a parent record), or not currently Active (for Automated Campaigns) this will show three icons - Edit (a pencil writing on paper), Copy (two pieces of paper), and Delete (a trashcan). There are also Pause and Resume icons for Automated Campaigns in some statuses.
     
    • Edit - This opens the Campaign wizard, where you can modify  the Campaign Name, Campaign Channels, and Subscriptions.

      You can check or uncheck channels to be used on the campaign and its sends.

      To add Subscriptions, type part of a known Subscription name in the Subscriptions field. A list of matching search results will appear as a dropdown. You can click a search result to add it to the campaign's Subscriptions. You can click the small "x" next to a saved Subscription's name to remove it from the Campaign.
       
    • Copy - Allows the user to copy a Campaign (its name, channel selections, and subscriptions, but not sends or reporting). The copy is named "Copy of [parent campaign name]" by default.

      Note: You cannot initiate sends from the original or copy campaign until the duplication is complete.
       
    • Delete does just what it sounds like, after asking you to verify whether or not you really want to delete the campaign. When a deletion is completed the campaign name, all sends and reporting will be gone.


    • Pause is only available for Automated Campaigns that are currently Active. This stops processing for the Automated Campaign - both imports and sends. This puts the send in Paused status.


    • Resume is only available for Automated Campaigns that are currently Paused. This resumes imports and sends for the Automated Campaign.