Campaigns is where you find a campaign you already started, see when it sends, and open it to change it. To start a new one, use How to send a campaign to customers.
Open Marketing, then Campaigns. The pink Create a Campaign button starts a new campaign. The same button at the top of the left menu opens that window too.
How do I send a campaign? Learn more opens How to send a campaign to customers.
The pictures are from a sample account. Your list shows your own campaigns.
Calendar and list
The page opens on the calendar. The icons beside Sort by switch between List View and Calendar View.
On the calendar, the status row is All, Scheduled, Running, Error, Completed, and Inactive. Drafts that have no send time stay on the Unscheduled draft button. An announcement chip is blue. An offer chip is peach. When a day has more than it can show, + more opens that day.
The list adds Draft to that status row. Search narrows the table and the counts on those chips. The X in the search box clears it.
| Column | What it shows |
|---|---|
| Campaign Name | A draft name opens the editor. A scheduled, inactive, completed, or error name opens Campaign Details. |
| Type | Announcement, or Offer with the voucher name. Older rows can still say Instant Deal. |
| Channels | An envelope is email, a bell is push, and a message bubble is SMS. A dash means no channel is set. |
| Date | No Date/Time Scheduled, or a date and time. The time can say ET, PT, or each location's local time. |
| Audience | All locations, or the location or group you chose. |
| Status | Draft is gray, Scheduled is blue, Inactive is yellow, Completed is green, and Error is red. |
| Last edited | The date and time, and who last edited it. |
| Actions | The … menu. The choices follow the status. |
Filters is the same on the calendar and the list. Choose Email, Push, SMS, or MMS, then All, Announcement, or Offer, then the locations. Clear All resets the panel. Apply shows how many choices are waiting. All Locations on its own stays at Apply (0).
The list starts sorted by Last edited (Newest First). Sort by can also use the campaign name, type, channels, date, audience, or status.
The bottom of the list says which rows are on the page. Results per page is 15, 30, 50, or 100. 15 is the default.
What each status can do
Open … on the row.
| Status | Menu |
|---|---|
| Draft | Edit, Copy, Delete |
| Scheduled | Details, Copy, Deactivate |
| Inactive | Details, Copy, Delete, Activate |
| Completed | Details, Copy |
| Error | Details, Copy |
Edit opens the editor. Details opens Campaign Details. Copy makes another campaign. Delete removes it. Deactivate takes a scheduled campaign off the schedule. Activate turns an inactive campaign back on. Activate stays off while the campaign's folder is paused.
Campaign details
A draft's name does not open this page. The name of a scheduled, inactive, completed, or error campaign does. Details in the row menu opens it too.
| On the screen | What it does |
|---|---|
| Back arrow | Returns to Campaigns. The breadcrumb is Marketing / Campaigns, with the type beside it. |
| Edit | Opens the editor. |
| Duplicate | Makes another campaign. |
| Active | Turns the campaign on or off. |
| Delete | Removes the campaign. |
| Delivery & Engagement | The send time, in each customer's location time zone. |
| Status line | Where the campaign stands, such as Scheduled. This campaign is scheduled. |
| Channel cards | One card per channel. The first is Primary. The rest are Fallback. Each card shows the message, and results once sending starts. |
| Send test | Under each phone: Send test push, Send test SMS, or Send test email. A test does not send the campaign. |
| Audience | How many customers match, plus the locations and groups. |
| Campaign setup | The type and the channel order. Each customer gets the first channel they can receive. |
Edit a campaign
Select a draft's name, or open Campaign Details and select Edit. Review and schedule is the column on the left. Live Preview is the phone on the right.
| On the screen | What it does |
|---|---|
| Back arrow | Returns to Campaigns. The breadcrumb is Marketing / Campaigns. |
| Pencil | Renames the campaign. The check keeps the new name. Escape keeps the old one. |
| Save changes | Stores your edits and leaves the campaign inactive. |
| Inactive | The switch beside Save changes. It is on while the campaign is off. |
| Schedule Campaign | Sets the send. Use it when you are ready for the campaign to go out. |
| Campaign type | Announcement or Offer. Edit changes it. An offer needs a voucher before you can save it. |
| Audience | The locations and customer groups. Edit changes who receives it. |
| Channels | One tab per channel. The message box is the tab you have open. Manage channels changes the channels and their order. |
| Tag | Inserts a detail that fills in for each customer. The wand beside it opens Help me write. |
| Live Preview | The message on a phone. Send test push, Send test email, or Send test SMS sends a copy to you. A test does not send the campaign. |
| Send time | One date and one time, in each location's local time. |
The first channel is Primary. Each one after that is a Fallback. Send on all channels sends on every channel a customer can receive. SMS and MMS cannot both be selected. MMS is only an option if picture messaging is on your plan.
On a push, past 178 characters, a lock screen may cut the message off. You can still send a longer message. On an email, Edit design and Change template sit under the preview. Apply design uses the design you pick. Cancel keeps the current one.
When a campaign cannot send
Select the Error chip to show only campaigns with that status. The menu on an error campaign is Details and Copy.
A yellow note appears when a campaign's folder is paused or unavailable.
- The title is Campaign folder paused or Campaign folder unavailable.
- A scheduled campaign will not send while its folder is paused. Activate the folder before you activate or schedule the campaign.
- Manage folder opens the folder when your login can change it. Otherwise the note says to contact a user who can manage that folder.
- On the campaign itself, the note says Folder paused. A scheduled campaign adds that it will not send while its folder is paused.
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