The Campaigns page is the first page you see after logging into the application. It contains the list of your campaigns, their status and metrics. From this page, you can:

  • Create a new campaign.
  • Open any campaign details.
  • Run, pause, archive, remove a campaign.
  • Organize campaigns in folders. 
  • Add people, duplicate, save as template, sort campaigns.
  • Change campaign owner (if you are the team owner in a Team Edition account).
  • Search for campaigns.

Archived campaigns are hidden by default. You can see them using the Archived filter or by scrolling down the list of campaigns on the page. If you archive old campaigns instead of deleting them permanently, you can use them to compare performance metrics - PEOPLE, OPEN RATE, REPLY RATE, DELIVERED.

Note: if you plan to quickly find and use prospects from the archived campaign, move them to a separate list before archiving the campaign.

Campaigns page metrics

The page contains the following elements:

  • PEOPLE. Number of contacts participating in the campaign.
  • OPEN RATE. Number of opened emails.
  • REPLY RATE. Overall campaign performance; can be high, med or low. This indicator is based on reply rate: 0-3% - Red, 3-10% - Yellow, more than 10% - Green.
  • PROGRESS. The progress bar represents the ratio between Active and Finished prospects currently. The more prospects receive the Finished status, the higher is the overall campaign progress.
  • DELIVERED. Number of delivered emails and ratio between the Total people and Contacted key metrics.

Campaign folders

Campaign folders help you group and organize multiple campaigns on the Campaigns page.

To add a campaign to a campaign folder, click on the arrow on the right and click Move to folder.

Sorting and filtering

You can sort campaigns using the corresponding drop-down list in the top left corner of the Campaign page by alphabetical order, date of campaign creation, date of campaign last view, campaign status:

You can filter campaigns, using the corresponding drop down list in the top left corner of the Campaign page by all statuses (default), New status, Suspended status, Active status, Paused status and Archived status:

You can also click on each column header (such as TITLE, FROM etc.) for additional sorting. For example, if you click on the PEOPLE header, the system will sort campaigns by the number of contacts participating in the campaign:

Actions on hover

When you hover over any campaign, you see additional actions, available with this campaign.

Add people

The Add people action lets you add people to the campaign. When you click on the action, the system opens the Add people to campaign popup window, where you can add people by using the Import from CSV, Add from existing or Create manually options.

Duplicate

The Duplicate action lets you create a copy of the campaign with the settings of the original campaign. However, you must add people to the duplicated campaign and manually launch it as the campaign has the Paused status by default.

Archive

The Archive action lets you archive a campaign. To do this, you must first move the campaign to the Paused status. Note that you cannot unarchive the campaign. You cannot perform any actions with the archived campaign. You can find archived campaigns in the Archived list at the bottom of the Campaign page.

Use this action if you have many old campaigns that you do not want to mix with active campaigns, but you need to see metrics for performance comparison.

Remove

The Remove action permanently removes the campaign from the system.

Important!!! There is no way to restore the removed campaign. Be careful with this action.

Using search

Use the Search field located in the top right corner of the Campaign page to find any campaign in the list by its name:

Did this answer your question?