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Email Campaigns

A campaign is the email message you design and send to your specific contacts or smart lists.

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Email campaign overview

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 campaigns that have already been sent.

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.

Filter the campaign status

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.

Search campaign names

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.

Created folder

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 or in a draft mode, or scheduled.

Email campaign list

Edit Email Content

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

Click to edit Email campaign

Preview Campaign

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

Click to preview campaign

Campaign Action Menu

This tab will allow you to perform several actions for 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 campaigns.

Delete
This lets you delete the campaign from your CRM. Once deleted, it cannot be recovered.

Campaign menu action


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