Email Campaign

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.

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 Archived campaigns.

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.

Campaign List

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 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 concerning your campaign.

Move to folder- This lets you quickly move the campaign to a specific folder.

Statistics- This shows the statistics for each campaign.

Clone - Click here to make a copy of the 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.