The Campaigns section lets you create, customise, and track your email campaigns, with tools to keep your content organised. From setting up new campaigns to reviewing the status and performance of existing ones, it covers everything you need to run your email marketing.

To get started, navigate to Marketing > Emails > Campaigns.

Campaign Type

All your email campaigns live in this section, split into three categories:

  1. Email Campaigns: All email campaigns you send directly from the marketing section will be in this section.
  2. Workflow Campaigns: Here, you can view the emails you've sent from active workflows. The listing is for the entire workflow, not individual actions.
  3. Bulk Action Campaigns: Emails sent as a bulk action will be in this category.

Campaign Management

Create Folder

If you want to keep related campaigns in one place, click Create Folder to organise them.

You can create nested folders by clicking the Create Folder button inside a folder, or when moving a template into a folder by clicking New Folder once the main folder has been selected.

Create New Campaign

Start a new campaign by clicking the +New button. Whether it's a promotional email, a newsletter, or a follow-up, you can design and customise the content to fit your goals.

Settings

Change your email settings by clicking this option.

Views

Switch between the "Recent" and "List" views to manage your content more easily. "Recent" shows the most recently accessed items; "List" gives you a full, organised listing of everything.

Searching Campaign Name

Search your campaigns by typing a few characters of the campaign name.

Filter

Use the filter to view campaigns by status:

  • All: Shows all campaigns in your account.
  • Sent: Shows campaigns that have already been sent to your contacts.
  • Draft: Shows campaigns that are in draft mode.
  • Failed: Shows campaigns that failed to send, so you can troubleshoot.
  • Archived: Shows archived campaigns.

Campaign List

Each campaign in the list shows the following:

  1. Name: The name of the campaign or folder.
  2. Type: Specifies the type of campaign, such as folder, draft, or regular email.
  3. Last Updated: When the campaign was created or scheduled.
  4. Execution Date: The date the campaign is set to send.
  5. Status: Whether the campaign has been sent, is in draft, or is scheduled.

Campaign Action Menu

From here you can take a number of actions on a campaign.

  • Preview Campaign: Preview the campaign before sending.
  • Resend Email to Unopened: Target recipients who didn't open the original email by resending it.
  • Statistics: View stats for the campaign.
  • Move to folder: Move the campaign to a specific folder.
  • Clone: Make a copy of the campaign.
  • Archive Campaign: Archive the campaign.
  • Delete: Delete the campaign. Once deleted, it cannot be recovered.

Between search, folders, filters, and detailed statistics, you've got everything you need to keep your email marketing running smoothly.