Email Campaign Overview and Management

This guide provides key details about each campaign in your list, explaining the various elements you’ll encounter. We’ll go through each component one by one.

• Name: Displays the name of your campaign or any folders you’ve created to organize your campaigns.

• Schedule Date: Indicates the date when the campaign was created or scheduled.

• Execution Date: Shows the date when the campaign is set to be executed.

• Status: Reflects whether the individual campaign is in draft mode or scheduled for sending.

Editing Campaign Content

To modify the content of an email within an individual campaign, click on the Edit Email Content icon. This allows you to make any necessary changes to the email before it’s sent.

Previewing a Campaign

If you want to see how your campaign will look before it’s sent out, use the Preview Campaign option. This lets you review the content and layout of the campaign to ensure everything is in order.

Campaign Action Menu

The Campaign Action Menu provides several options for managing your campaigns:

• Move to Folder: Quickly move the campaign to a specific folder for better organization.

• Statistics: View detailed statistics for each campaign to assess its performance.

• Clone: Create a copy of the campaign with a single click, allowing you to reuse or modify it for future use.

• Archive Campaign: Archive a campaign you no longer need active, which keeps it stored without being in the active list.

• Delete: Permanently remove a campaign from your CRM. Be aware that once a campaign is deleted, it cannot be recovered.