Navigating around the Campaigns page

• Go to the Campaigns section under the ‘Engage’ tab

• All the campaigns that you have created will be visible on this page along with the statistics for each running campaign.

• At the top, on the right-hand side, you have the option to ‘Create New’ campaign. Clicking this opens a pop-up where you can name your campaign and choose whether to allow duplicates or not.

• Allowing duplicates enables leads that have been generated in existing campaigns to be generated again.

On the left-hand side, there are several options for filtering current campaigns.

• By Assigned User

• By Campaign creator

   

  You can select the existing users on the account from the drop-down list.

Keep in mind that the creator of the campaign may not be the same person the campaign is assigned to

• By Campaign Name

The five most recent campaigns are listed in the drop-down list. Simply start typing to locate and select the relevant campaign.

• By Campaign Status

Select a status from the drop-down list.

New – indicates the campaign has not been scheduled, it may or may not have a sequence attached.

Accepted – indicates the campaign has not been scheduled, it may or may not have a sequence attached but has been assigned to a user who doesn’t have a valid Nylas integration.

Running – indicates the campaign has been scheduled

Paused – indicates the campaign has been scheduled but sending has been interrupted by the user

Completed – indicates the campaign has been scheduled and all leads have gone through the sequence.

• By Sent Date

You can select the date range when emails were sent in each campaign.

• By Creation Date

You can select the date range for when campaigns were created

These filters can be combined for a more specific search, the option to clear all parameters is located below the filters.

You also have the option to download the statistics for all the campaigns in the top-right corner

For cleaner Campaigns page preview you can close the filter section by clicking on the Funnel icon at the top and you’ll campaign page will look like below: