Drafts

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Once an email campaign is started, an item will display on the Drafts tab. There are several actions you can take.

                                                     
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Subject, Define Subject Line, or x/x Subject Lines Defined - clicking on the Subject for a General Campaign will move you to the Email Details so you can edit any of the details. For a Segmented Campaign, you would click on x/x Subject Lines Defined to move to Segmented Campaign Home.

Add Sender, the Sender Name, or x/x Senders Defined- clicking on Add Sender or the Sender Name for a General Campaign will move you to the Email Details so you can select a Sender or edit other details. For a Segmented Campaign, you would click on x/x Senders Defined to move to Segmented Campaign Home.

Add Audience, Edit Audience, or x/x Audiences Defined - clicking on the Audience link for a General Campaign will move you to the Audience area where you will be able to select previously created Lists and Segments or upload an ID CSV file. For a Segmented Campaign, you would click x/x Audiences Defined to move to Segmented Campaign Home.

NOTE: the Audience number shown doesn't factor in unsubscribes, invalid emails, etc.

NOTE: The Audience number shown will only include the inclusions. Exclusions won't be factored in.

Schedule, the date(s) shown, or x/x Schedules Defined - clicking on Schedule for a General Campaign will move you to the scheduling area so you can determine when you want your message sent as well as the frequency. For a Segmented Campaign, clicking x/x Schedules Defined will move you to Segmented Campaign Home.

Build from HTML | Template or Edit Content or x/x Content Created- clicking on HTML (dependent upon administrative rights) will allow you to work with an empty box for HTML for a General Campaign. Clicking Template will allow you to select the template you want to use for the campaign and then edit the content for a General Campaign. Edit Content will be shown after you make the HTML or Template decision for a General Campaign. For a Segmented Campaign, clicking x/x Content Created will move you to Segmented Campaign Home.

Release - the Release option is available as soon as you start a campaign. If you click the Release option and all of the required items aren't completed, a message will display letting you know which items you need to work with (see example below).

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More Options

  1. Check a box for a campaign. Multiple boxes can be checked.

  2. Click the More Options button.

Delete

  1. Click Delete.

  2. Confirm or cancel when you see the confirmation window.

    NOTE: once a campaign is deleted, it cannot be restored.

Copy

  1. Click Copy

  2. A new campaign will be added that is a copy of the campaign that the box was checked for.

Convert to Segmented Campaign

NOTE - this option will only be available for General Campaigns

  1. Click Convert to Segmented Campaign.

  2. You will be moved to the Global Campaign Details.
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