Campaigns

A campaign is the email message you design and send to your specific contacts or a bunch of smart lists. Here you can set up your email marketing campaign and manage the existing campaigns.

Note: You will see in this section that the term email and campaign are being used interchangeably. A campaign is a single email broadcast. Building a campaign means, building an email template.

Campaign Status

With this option, you can view specific campaign/campaigns based on their status. As shown in the image below, you can select Draft and the system will show the campaigns that are in draft mode. Similarly, you can also view campaigns that are in Scheduled mode or the campaigns that are already sent. This icon will be the best way to view only desired results as and when needed.

• All - When selected, this will show all of the campaigns you have created in your system.
• Draft- This will show the campaigns that are in draft mode.
• Archived - This will show the campaigns that are Archived.

Searching Campaign Name

This will allow you to search the campaigns you have created. As shown in the image below, Just enter the name of the campaign for the system to show the specific campaign as a result.

Create Folder

If you would like all of the relevant campaigns stored in the same location then you can use this icon to create a new folder and keep all of the campaigns in one place.

Create Campaign

As shown in the screenshot below, If you're creating campaigns for the first time, you will have both options for creating a new campaign.

Campaign Card

Gives you important information about each campaign in the list. We will cover all of them one by one.

• Name- This shows the name of your campaign or the folders you have created.
• Schedule Date- This will show the date when the campaign was created /scheduled.
• Execution Date- This refers to the date when the campaign is supposed to be executed.
• Status- This shows if the individual campaign is sent or in a draft mode or scheduled.

Edit Email Content

This icon will allow you to edit the email content you have created inside of an individual campaign.

Preview Campaign

To preview an individual campaign, you can use this tab.

Campaign Action Menu

This tab will allow you to perform several actions with respect to your campaign.

• Move to folder- This lets you quickly move the campaign to a specific folder.
• Statistics- This shows the statistics for each campaign.
• Archive Campaign- You can use this tab to archive one of the campaigns you would like to be archived.
• Delete- This lets you delete the campaign from your CRM. once deleted, it cannot be recovered.

Creating New Campaign

Use this every time when creating a new campaign.

Initial Campaign Set up

• Back- You can use this to go back to the email campaigns menu.
• Campaign Name- Here you can name your campaign.
• Choosing Template- You can choose the templates from the existing campaigns from the list.
• Searching Email Template- With this tab, you can search for the existing email templates you have created in your system.
• Title- This shows the title given to each campaign in the list.
• Last Updated- This lets you know when the individual campaign was last updated.

Designing New Campaign From Scratch

If you are not willing to use any of the existing templates or if this is the first time you are building the campaign then you can go ahead and use the "Blank" option (see the image below) to create the campaign from scratch.

Campaign Builder

This is where you will design your content and place the necessary elements for campaigns. In Email Campaign Builder, you can duplicate, delete, and rearrange different types of element blocks quickly.

Campaign Menu

Here are some additional options for you before you actually send your campaign.

• Test Email- Before sending an email campaign, use this to test how your campaign will look like
• Preview Template- This lets you preview the template.
• See Version History- This lets you view the changes you have made to your campaign.

Saving the changes

Use this to save the changes you have made in the campaign. This will ensure you dont loose any of the work you have done.