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:
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