Campaigns Tab: Overview

This article explains the different sections of the Campaigns tab.

In our application, the Campaigns tab is organized into several sections, which you can navigate using the panel on the left. When you click on the Campaigns tab, it will automatically open the Emails section, but there are also sections for SMS, landing pages, images, and documents.

Emails Section

The Emails section is where you can create a new campaign, edit an existing draft, view scheduled or automated campaigns, and archive campaigns. This section is divided into categories based on campaign status: Drafts, Scheduled, Sent, Automated, or Shared. By default, the Emails section opens to the Drafts category.

Note: Depending on your account type, you may not see all of the listed categories.

Campaign Statuses

Drafts

When a campaign is in the Drafts tab, it is not currently scheduled to be sent or associated with any automated workflows. You can edit and send these campaigns whenever you like, simply click on the name of a campaign to open it in the editor.

Scheduled

Campaigns that are currently scheduled to be sent will appear in the Scheduled tab. However, this tab will only be visible if one or more mailings have been scheduled but not yet sent. Any campaigns that are currently scheduled to send later cannot be edited. If you want to make an edit to a scheduled mailing, you’ll need to cancel the scheduled mailing to return it to the Drafts tab, make your edits, and then reschedule it.

Sent

Once a campaign has been sent out, it will be moved to the Sent tab. If you’d like to make a copy of a previously sent mailing, simply click on the corresponding dropdown arrow and select Duplicate from the list. This will create a copy of the sent mailings and automatically open it in the editor.

Automated

Automated emails are currently associated with an automated workflow. You can edit emails that are active in automated workflows, but you must click Publish in the campaign editor to apply your changes wherever this email is in use.

Shared

Shared emails are available when a parent account shares a campaign that was created in the Brand Manager to a subaccount, or when one subaccount shares a campaign to another subaccount, so this option is only visible to tiered accounts.

Creating or Editing a Campaign

To create a new campaign, simply click on the Create new campaign button. To edit a draft, click on the name of the draft to open it in the editor.

More campaign creation resources

Archiving a Campaign

If you have a campaign draft or previously sent a campaign that’s no longer needed, simply check the box that corresponds to that campaign and click on the Archive button. You can also click on the corresponding dropdown arrow and select Archive from the list. If you change your mind and want to restore the mailing, please refer to this article: How to Restore or Permanently Delete Archived Items.

SMS Section

Note: The SMS section is only visible to accounts or subaccounts that have SMS included as part of their contract. Accounts that have not purchased SMS will not see this section.

The SMS section is where you can create SMS campaigns and view SMS response data.

More SMS resources

Landing Pages Section

Note: Depending on your account type, you may not see the Landing Pages section.

The landing page builder allows you to use the legacy* editor to create a searchable webpage.

More landing page resources

Images and Documents sections

The Images and Documents sections house your image and document libraries.

More image and document resources

* In April 2022, our legacy editor was replaced with a new drag and drop editor. Accounts that existed prior to this change still have access to the legacy editor through their previously saved templates and campaigns, however new, from-scratch campaigns can only be created in the new drag and drop editor. Accounts that were created after this change only have access to the new drag and drop editor. Please refer to our new editor FAQ article for more information.