Topics

• Overview
• Basic Functionality I - Columns
• Basic Functionality II - Top Buttons

Overview

Basic Functionality I - Columns

In this section, the Campaigns are organized by columns. Each column provides relevant information such as the Camapaigns name, status, sent date, and an action link. Some of the columns feature a searchable field bar, located at the top. The search field can be used to filter or search content within the corresponding column.

Clicking on the column label (such as Name, Subject, Status, etc.) will sort the columns. First label click will sort the column based on ascending order, a second click sorts column by descending order. For example, to sort all Campaigns from the newest to oldest based on Modified Date, click on Last Modified date label to sort oldest to newest. Click once more to sort from newest to oldest.

The Campaign section features the following columns in their respective order from left to right:



Name: The assigned name of the Email Campaign (for internal purposes only)

Subject: The subject line of the email of the campaign (as seen by recipients)

Status: The current status of the campaign. Each email campaign is assigned a status which is visible under the Status column: The table below outlines the statuses in more detail:

Basic Functionality II - Top Buttons

Existing Campaigns can be managed by using the buttons found at the top of the section. Not all buttons are visible and accessible for every Campaign. The accessibility of various buttons depends on which stage (or status) the Email Campaign is currently in.

For example, Email Campaigns that have not been sent before, will not have the ‘RESEND’ button available. Similarly, campaigns that are in the Edit stage, cannot be scheduled via the ‘Schedule & Send’ button until the Email Message is complete.

For illustration purposes, the images below include all buttons as if they are active and usable.

Note that many of the functions represented by these buttons are available during the Campaign Building process (the three main stages the Campaign Wizard provides). As such, they are not exclusive to the action bar at the top of the Campaigns section.

The functions of each button are listed below:

	New Email campaign is used to begin the process of creating a new Email Campaign. Clicking the Orange button directs a user to the next step of selecting the desired editor. Clicking the arrow to the right of the button, will bring up additional options, allowing the direct selection of Editor Choices, as well as uploading HTML code directly in three different options.   Full Email Editor: Creates a new message using the WYSIWYG Email editor Smart Email Builder: Creates a new message using the Smart Email builder editor Upload HTML: Creates a new email with HTML code editor. To be used if a complete HTML file of the email message is to be uploaded. Copy/Paste HTML: Creates a new email with HTML code editor. To be used if a complete HTML source code of email message is to be copied over. From URL: Allows to import HTML content from an existing URL address.
	Recipients allows the selection or modification of already selected Recipients (lists or segments) for a specific Email Campaign. This button is available only if the Campaign is at an appropriate status (such as ‘not scheduled’) or if recipients have already been selected in a previous stage. Click HERE for Recipient options
	Schedule & Send schedules the Email Campaign to be sent to selected recipients. Email Campaigns can be sent only once, configured to be recurring and/or sent at a present or future date and time. This button is available only of the Campaign is at an appropriate status (such as Draft) when the Email Campaign is ready for the Sending stage. Click HERE for Schedule & Send options
	Edit redirects user to the Edit portion of the Email Message where the layout design and content can be modified, created, and reviewed. What loads after clicking this button depends on the type of Email message that was selected during Campaign creation (such as Full Editor, Email Builder and HTML message). This button is available for all Campaign statuses except ‘Sent’. Once a campaign is sent, it cannot be edited directly. Rather, a copy of the Campaign must be created first, the copy can then be edited.
	Resend facilities the sending of a previously sent campaigns. This button is available for only those Campaigns with ‘Sent’ status.
	Copy creates a copy of the selected campaign. May be used for resending a campaign or creating a copy for testing where the original should be left intact. This button is available for all Campaign statuses. Once clicked, the Campaign will be copied and added to the list of Campaigns. By default, the campaign will have the same name as the original, followed by a number prefix. This is assigned automatically as each Campaign name must be unique. A notification bar will appear at the top of the page indicating that the ‘Email Campaign successfully copied’, click the Edit link in the notification bar to edit the copied campaign.
	Delete allows for the deletion of selected campaigns. It is possible to delete campaigns on a single bases or in batch. The latter can be done by checkmarking selected campaigns using the left hand most column. A Green notification bar will appear at the top stating ‘Successfully deleted email campaign’. To restore campaign right after deletion, click the ‘Undo’ link in the Green notification bar. The notification bar disappears after 5 seconds. NOTE: Once an Email Message associated with a campaign has been deleted, it may be difficult to retrieve. For emergencies, please contact the appropriate Support Department by phone or email to see if restoration of the email message/campaign is possible.