Campaigns tab: Overview

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.

Depending on your account type, you may not see all of the listed sections.

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.

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.

How to create or edit campaigns

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. For more information about working with campaigns, check out these articles:

How to archive campaigns

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.

SMS section

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. For more information about SMS, check out our SMS articles:

Landing pages section

The landing page builder allows you to use the legacy* editor to create a searchable webpage. For more information, check out these articles:

Images and Documents sections

The Images and Documents sections house your image and document libraries. For more information, check out these articles: