Accessing the Dashboard for a Campaign

To review the details of a campaign, click the name of the campaign in the My Campaigns list. The dashboard for this campaign opens.

In the campaign dashboard, you can have access to these tasks/information:

Campaign Status

The campaign status appears in the upper-right corner of the window. For more information, see About Campaign Statuses.

Add Activity

Click Add Activity to add a new marketing activity to the campaign. For more information about adding activities to campaigns, see Manage Campaigns.

Pause/Start

Click Pause to put the campaign on hold. Pausing a campaign enables the Archive function.

When a campaign is paused, no emails will be released and workflows will be paused. When resuming your campaign, any mailing or activity that was scheduled in the past or in the next 24 hours will be unscheduled and will require rescheduling. This ensures that nothing gets delivered unexpectedly. Mailings that were scheduled for more than a day in advance will remain scheduled. 

Social Media posts will continue to post. To stop the social media post, edit the Upcoming Posts to either unschedule or schedule on a different date.

If the campaign has been paused, click Start to reactivate the campaign.

Archive

If the campaign is paused, click Archive to deactivate the campaign and remove it from your campaigns list. For more information about archiving campaigns, see Manage Campaigns.

Edit

Click Edit to change the name of the campaign.

New Tag

Click + New Tag to add your own tag to this campaign to make it easier to find. You can filter the My Campaigns list by this type of tag, by using the My Tags filter. For more information about adding tags, see Manage Campaigns.

Campaign Dashboard

The default view when you open a campaign. In this screen, you can review any required actions needed to launch the campaign, review all tactics associated with it, and view basic statistics about email opens, web views, clicks, and leads for the campaign.

Schedule

Open the Schedule menu to review and edit post and email scheduling. For more information about scheduling campaigns, see Manage Campaigns.

Leads

Open the Leads menu to review all leads associated with this campaign. For more information about leads, see Manage Campaigns.

Recent Activity

Open the Recent Activity menu to see all activity generated by this campaign in the last 30 days. You can also click Export All to export a CSV file detailing recent activity.

Analysis

Open the Analysis menu to review in-depth statistics about email opens, clicks, web views, form submissions, and leads. For more information about campaign analysis, see Manage Campaigns.

About

Open the About menu to review a detailed description provided by your supplier and all product tags associated with this campaign.