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:

  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.


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The Hide feature lets you declutter the campaign list by removing test runs or outdated entries from the default view.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

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