What is Campaign Management?
Campaign management encompasses all actions performed after creating an email campaign, from scheduling and modifying its content to analyzing its performance.
You should actively manage your campaigns during:
Creation: When you are setting up new campaigns.
Editing: If you need to make changes to an existing campaign.
Monitoring: After sending campaigns, to evaluate their success and plan future campaigns.
How to Manage Campaigns
Access the "Campaigns" tab (found under the Firmwide section) to view all your campaigns (draft, scheduled, and sent).
You can filter by:
Campaign status
Draft
Scheduled
Sending
Sent
All.
Filter:
Workspace
Created By
Created At
Managing Scheduled Campaigns:
Accessing Scheduled Campaigns: Navigate to the "Campaigns" tab.
Accessing Campaign Actions: Locate the kebab menu (three vertical dots) next to the scheduled campaign.
Available Actions:
Send Now: Sends the campaign immediately. Use this if you need to send a scheduled campaign earlier than planned.
Cancel Schedule: Cancels the scheduled send. Use this if you need to make changes to the campaign content or targeting before it goes out.
Rename: Changes the name of the campaign for better organization.
Save as Template: Saves the campaign as a reusable template for future campaigns. This is useful for campaigns with consistently strong performance.
Clone: Creates a duplicate of the campaign, allowing you to easily create variations.
Managing Draft Campaigns:
Accessing Draft Campaigns: Navigate to the "Campaigns" tab and filter by "Draft."
Accessing Campaign Actions: Locate the kebab menu (three vertical dots) next to the draft campaign.
Available Actions:
Rename: Allows renaming the campaign.
Save as Template: Saves the campaign as a reusable template.
Clone: Creates a duplicate of the campaign.
Managing Sent Campaigns:
Accessing Sent Campaigns: Navigate to the "Campaigns" tab and filter by "Sent".
Accessing Campaign Actions: Locate the kebab menu (three vertical dots) next to the sent campaign.
Available Actions:
Rename: Allows renaming the campaign.
Save as Template: Saves the campaign as a reusable template.
Clone: Creates a duplicate of the campaign.
Archive: Archives the campaign to remove it from the active campaign list (this does not delete the campaign).
Scheduling a Campaign:
Create a New Campaign: In your workspace, click the "+" sign and select "New Campaign."
Complete Campaign Details: Add the subject line, sender information, and recipient list.
Access Scheduling Options: Click the "Schedule" button.
Clean Recipient List (Optional): Review and clean your recipient list to remove any invalid addresses.
Set Schedule: Select your timezone and schedule time.
Confirm Schedule: Click "Schedule." You'll be redirected to the analytics page, where you can monitor the campaign's status. The scheduled campaign will also appear in the "Campaigns" tab.
A quick walkthrough to schedule and cancel a campaign.
Important Note: Deleting the workspace or workspace tab containing your campaign will not cancel a scheduled send. You must cancel the schedule using the kebab menu within the "Campaigns" tab.