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

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1.2 Duplicating a campaign

Campaign duplication allows users to reuse the content and settings of existing campaigns.

Steps to Duplicate:

1. Navigate to the campaign you want to duplicate.

2. Click the ⋯ icon next to the campaign.

3. Select Duplicate.

4. 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.

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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The Hide feature lets you declutter the campaign list by removing test runs or outdated entries from the default view.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:

1. Locate the campaign you wish to hide.

2. Click the ⋯ icon next to the campaign.

3. 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.