To enter the Campaigns module, navigate to Campaigns in the left sidebar.
Here you will find an interface divided into two tabs – Campaigns & Automted Campaigns. As the names suggest, recurring, and mostly dynamic campaigns are found in a separate tab. If you want to use the feature and don't have access yet, feel free to contact us here or book an upgrade meeting directly.
Structure & Functions
In the upper area of the modal you have the following options:
Search Function
Search your campaigns.
Date Filter
Display only campaigns that are within a certain period of time.
Tag Filter
If you use tags to classify your campaigns, you can filter them.
List/Calendar View
Switch between list view and calendar view to get an even better overview.
Create
This button allows you to create email campaigns and push notification campaigns.
Campaign Reports by Filter
Clicking on this button will open a modal where you can download different reports of your sent campaigns as a table. Follow these steps:
Click on Campaign Reports by Filter.
💡 To export the statistics data for only certain campaigns, please set filters before you press the button. You can use the date or tag filter for this.
Now click Add report in the modal that will open.
Select the desired report – you can choose from the following options:
Campaign Stats: All saved statistics data for the filtered campaigns.
User Campaings Opens: All email addresses that have opened the filtered campaigns.
User Clicked Links: All email addresses that clicked on a link in the filtered campaigns.
Click Save before downloading the report (button with the same name).
💡 Use the arrow buttons in the modal to reorder your reports. To delete a report, click on the 3 dots and then on Delete service.
Actions
By clicking on the three dots on the right side of a campaign (column: Actions) you have the following options:
Editing a draft / viewing a sent campaign
Downloading the campaign report of a sent campaign
Cloning a campaign
Creating tags for the campaign
Deleting a campaign
Detail View Campaigns
When you click on a campaign, it opens. The information that is displayed depends on whether it is a draft campaign or a campaign that has already been sent.
Draft
Clicking on a campaign draft opens the 3-step campaign setup.
Campaign already sent
Clicking on a campaign that has already been sent opens the campaign report.