Using the Campaigns page

View, edit, and create a new single campaign, or add a single campaign to a multi-channel marketing plan

The Campaigns page is the hub of your marketing efforts! Use it to see the big picture or drill down into the details. Just click the Campaigns option in the left-hand menu, and from the Single-channel tab, you can:

• Search for specific campaigns
• Manage a campaign
• Organize campaigns into folders
• Create a new campaign
• Manage your campaign settings
  
  
  
  

Did you know? The Campaigns page isn't just for your single-channel campaigns! You can also view reporting and manage your Multi-channel campaigns, and view and manage all of your campaigns from the Calendar view tab.

Search for specific campaigns

Whether you want to finish editing a draft, view a campaign's performance, or make a copy, you can easily find the campaign you need.

1. Enter a keyword into the Search field, then hit the Enter key. Your search term can be a word, or the first few letters of a word, in the internal campaign name, the subject line of an email, or content within the body of an email. The search doesn't recognize characters in the middle of a word.
   Example: If you are searching for the word "donut" you could search for "do" but not for "nut."
2. Further filter your search results by choosing an option from one of the drop-down menus:

• Campaigns
  
  
  
  
• Status
  
  
  
  
• Sort by
  
  
  
  

Manage a campaign

Single campaign

Each campaign has its own menu of actions that lets you do things, like:

• Preview a campaign
• Edit a campaign
• Share or schedule a campaign
• Activate, deactivate, or reactivate a campaign
• Copy a campaign
• Save a campaign as a template
• Add or remove a campaign from a marketing plan
• Rename a campaign
• Download or print a campaign
• Delete a campaign
  
  
  
  

Important: Not all campaigns have the same options; the available options can change based on the type of campaign and its status.

Multiple campaigns

Selecting multiple campaigns gives you additional actions that can be performed in bulk, like:

• Move the campaigns into a folder
• Download the campaigns as PDFs
• Delete the campaigns
• Add the campaigns to the archive (email only)
  
  
  
  

Organize campaigns into folders

Folders let you move individual campaigns, even if they're part of a multi-channel campaign, into groups that make sense for your unique needs. Just click the Folders tab to get started. You can also click on the folder tag next to a campaign to view all the campaigns within that folder. 

• Create and manage campaign folders
  
  
  
  

Create a new campaign

If you have a specific campaign type in mind or if you want to build out a mix of different campaign types into a marketing plan, all you have to do is click the Create a campaign button in the upper right-hand corner.

• Create an email
• Create and SMS message
• Create a social post
• Create an automation
• Create a survey
• Create an event
• Create a landing page
• Create a sign-up form
• Create an ad
• Create a marketing plan
  
  
  
  

Manage your campaign settings

When you click the Settings button on the top of the Campaigns page, you can:

• Get a shareable calendar link
• Add US or Canadian holidays to your calendar
• Set up an email archive
  
  
  
  

Questions?