Campaigns page

Updated

Campaigns are automated workflows you set up to send people messages and perform other actions when they meet your criteria. This article describes what you can do on the campaigns page.

Click Campaigns in the left-hand menu to find a list of your campaigns. You can filter for your campaigns, change the default data you see, modify the state of your campaigns, or initiate creating one.

campaign-landing-latest-ui.png
campaign-landing-latest-ui.png

Search for campaigns

campaign-landing-latest-ui-1.png
campaign-landing-latest-ui-1.png

You can filter to find campaigns by:

Table view

The campaign list contains a series of icons to help you understand at a glance what type of campaign you’re viewing.

  • Each trigger type has its own icon to the left of your campaign name. Hover over the icon to see which type.
  • Each campaign also lists the types of messages and actions you’ll find. Hover over each to see a list of each action.
    campaign-landing-latest-ui-hover.png
    campaign-landing-latest-ui-hover.png

Modify the default display

Click the  table icon to change the view of your campaigns. This will only the change the default view for you, not other team members.

campaign-landing-latest-ui-2.png
campaign-landing-latest-ui-2.png

You can change the display based on campaign data like name and metrics. Adjust the date range, which metrics appear, and what data to sort by.

You can view 20 campaigns per page.

Change state

You can also change the state of a campaign from the landing page.

campaign-landing-latest-ui-threedots.png
campaign-landing-latest-ui-threedots.png

You can’t activate a campaign from this view, but you can stop, archive, or delete them by selecting the three vertical dots to the right of each campaign.

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