This guide introduces the layout and functionality of the Marketing screen. Helping users understand campaign statuses and managing active campaigns efficiently.
*Please verify your access to the Marketing section by completing the steps outlined below*
Opening the Marketing Screen
- From the Home screen, click Marketing on the top menu.
2. You will arrive at the main dashboard and campaign workspace.
Marketing Screen Overview
This screen offers a centralized view of active and inactive campaigns. Enabling users to manage messaging, check engagement, and maintain marketing emails through outbound communications.
Top Section Tools
- Search Bar: Find campaigns by name or keyword.
- Filter Button: View campaigns by status — Active, Inactive, Archived.
- New Campaign Button:
- One-Time Campaign - A single-run email campaign sent once to a chosen group of recipients, ending when all scheduled messages are delivered.
- Continuous Campaign - An ongoing, automated email campaign that sends messages repeatedly based on a set date or trigger until it is paused or stopped.
Dashboard Metrics
Dashboard Metrics display real-time counts of active campaigns and emails sent—month-to-date, and year-to-date—helping users track marketing activity at once.
Displays real-time campaign performance:
- Active Campaigns
- Emails Sent Month to Date
- Emails Sent Last Month
- Emails Sent Year to Date
Campaign Table
Displays all campaigns along with their details and actions.
Statuses Explained
- New: Created campaigns but activation requirements are not met.
- Pending: One-Time campaign awaiting initial email sent.
- In Progress: Active campaigns with partial send history.
- Completed: One-Time campaign with final email sent.
- Cancelled: Manual cancellation or halted Continuous campaigns.
- On/Off toggle: for Continuous campaigns.
- Select: Open campaign for edits or viewing.
- :
o Cancel: link for One-Time campaigns.
o Copy: Duplicates campaign settings (status set to New).
o Archive: Hide from default views.
Activation Requirements Checklist
- Email settings connected.
- Step 1: Email content created and saved.
- Step 2: Recipients selected.
- Step 3: Delivery defined.
Upcoming Action Section
- Displays the next email event per campaign (after scheduler pickup)
Quick Tips
- Use filters for precise campaign tracking.
- Monitor dashboard metrics for performance insights.
- Utilize the copy feature to launch similar campaigns.
Summary
With the Marketing screen, you can quickly launch, edit, and track campaigns while managing user access and viewing real-time metrics. It is a simple, powerful way to stay on top of your marketing efforts.