Overview
1.1 Campaigns dashboard overview (Manager view)
The Campaigns dashboard is the central workspace to view and manage all campaign activity within a project. Accessible from the top navigation bar, it offers filtering, search, and action tools to streamline campaign operations.
Dashboard Layout
Top tabs:
All: Displays all campaigns in the workspace
Scheduled: Future-scheduled campaigns
Finished: Successfully completed campaigns
Drafts: Saved, incomplete campaigns
Running Now: Actively executing campaigns
Failed: Campaigns that encountered delivery issues
Campaign listing columns:
Campaign: Title of the campaign with channel tag (Email/SMS/WhatsApp)
Status: Current state – Draft, Finished, Scheduled, Failed, etc.
Scheduled Date: When the campaign is/was intended to run
Audience: User list targeted, with delivery stats
Created / Modified: Timestamp and creator/updater name
Actions (⋯): Access contextual options for each campaign
Search & Filters:
Use the Search campaigns bar to quickly locate specific campaigns by name
Toggle Show hidden to view previously hidden campaigns from view
1.2 Duplicating a campaign
Campaign duplication allows users to reuse the content and settings of existing campaigns.
Steps to Duplicate:
Navigate to the campaign you want to duplicate.
Click the ⋯ icon next to the campaign.
Select Duplicate.
A new draft campaign will be created with the original campaign’s content and structure.
📌 Tip: Use this feature for duplicating campaigns or when targeting similar messages to new audience segments.
1.3 Hiding a campaign
The Hide feature lets you declutter the campaign list by removing test runs or outdated entries from the default view.
Steps to hide:
Locate the campaign you wish to hide.
Click the ⋯ icon next to the campaign.
Select Hide from the dropdown menu.
To unhide:
Toggle the Show hidden switch at the top of the dashboard to view and manage hidden campaigns.
⚠️ Hidden campaigns are not deleted and remain fully accessible when the hidden filter is enabled.
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