Work With Campaigns

This topic covers how to create campaigns, add messages and/or deliveries to campaigns, and use campaigns with segments and workflows.

To Do This: Do This:
Create a campaign
  1. Go to Reports > Campaigns.
  2. Click Create Campaign.
  3. Enter a unique name for the campaign in the Name box.
  4. Select a campaign type from the Type list.

    The type you select should match the type of marketing campaign you plan to associate with this campaign. Is this campaign going be used with a welcome series campaign? Select Welcome from the list.

  5. Enter a description that can be used to distinguish this campaign from others.
  6. Click Save Changes.
Add a message to a campaign You can add a message to a campaign as you create the message or you can add an existing message to a campaign from the Message Overview page. To add an existing message to a campaign:
  1. Go to Messages > All Messages.
  2. Click on the name of a message to open its Message Overview page.
  3. Go to the editing section of the page and click Edit in the Campaign area.
  4. To add the message to:
    • An existing campaign, click on the name of the campaign and then click Apply.
    • A new campaign, click New Campaign, enter a name for the campaign in the Name box, select a marketing campaign type from the Type list, enter a Description, and then click Save Changes.
Remove a message from a campaign When you remove a message from a campaign, any historical data associated with the campaign will be retained, but future message activity will not be added to the campaign.
  1. Go to Messages > All Messages.
  2. Click on the name of a message to open its Message Overview page.
  3. Go to the editing section of the page and click Remove in the Campaign area.
  4. Click Remove.
Add a delivery to a campaign When you associate a message with a campaign all new deliveries of that message will be associated with the campaign by default. However there may be situations where you want to associate a particular delivery with a different campaign or where you might want to update the campaign for all future deliveries of a message. To associate a delivery with a campaign:
Note: This task starts with the assumption that you are in the process of scheduling a regular, test, or A/B split delivery.
  1. Scroll to the campaigns section on the Send Message page.
  2. Click Edit to change the campaign.
  3. To add the delivery to:
    • An existing campaign, click on the name of the campaign and then click Apply.
    • A new campaign, click New Campaign, enter a name for the campaign in the Name box, elect a marketing campaign type from the Type list, enter a Description, and then click Save Changes.
  4. If you want to change the campaign for this delivery only, make sure the Associate all future deliveries of this message with this campaign. box is not checked.
  5. Finish scheduling your message.
Remove a message from a campaign

The only way to remove a message from a campaign is to associate the message with a new campaign. However this will not remove any metrics that have already been collected from the campaign report.

Edit a campaign You can edit the name or description of a campaign, but you cannot edit the campaign's type after the campaign has been created. To edit a campaign:
  1. Go to Reports > Campaigns.
  2. Click the pencil icon for the campaign you want to update.
  3. Change the Name or Description.
  4. Click Save Changes
Archive a campaign

Campaigns cannot be deleted but they can be archived in order to "clean up" the list of available campaigns. This keeps your campaign lists from being cluttered with campaigns that you are not actively using. You cannot associate an archived campaign with a new message or delivery but the campaign will retain any existing message associations. This means if you send a message after you have archived its campaign, the campaign will continue to collect and report on these metrics.

You also will not be able to use the campaign in a segment or a workflow. To archive a segment:

  1. Go to Reports > Campaigns.
  2. Select the campaign or campaigns you want to archive.
  3. Click the Archive button.
  4. Click Archive.
Unarchive a campaign

You can remove a campaign from the archive if you want to use it again.

  1. Go to Reports > Campaigns.
  2. Click Archived Campaigns.
  3. Select the campaign or campaigns you want to unarchive.
  4. Click the Unarchive button.
  5. Click Unarchive.
Use a campaign in a segment

In the segment builder, you can segment using campaign data with any of the Email segment criteria. Please see the Email Segment Criteria help topic relevant to want you want to segment on for more information.

Use a workflow to add a delivery to a campaign

In the workflow builder you can add a delivery to a campaign in two ways:

  • You can set all deliveries sent from a workflow to be added to the same campaign. See Set A Default Campaign For A Workflow for more information.
  • You can set deliveries sent from a Send Email action node to be added to a campaign. Setting a campaign at the node level will override the workflow's default campaign for these deliveries. See Use The Send Email Action Node In Workflows for more information.