Creating a Campaign

To create a campaign, click the New Campign button in the left-sidebar meun in the Campaigns section.

On the pop-up, name your Campaign

Click Save. On the next page you will find all items currently assigned to your campaign. You can add manual and automated emails, workflows, social messages, pages, surveys, and events (remember events only display on the Calendar). Click on the tab of which item you wish to add, and the click the +Add button. In the modal, use the search to find the items you wish to add, check the box next to each one and then click Add to Campaign.

Items you have added will be reflected in the top navigation of your Campaign. In the Reports section, you will be able to sort by Campaign as a filter and remove anything that hasn't been added as part of this campaign.

To remove something from a Campaign, use the trashcan icon.

If you no longer need a Campaign, you can delete it by clicking the Delete Campaign icon near the top of the page. You will be prompted to confirm your decision to delete by typing the word DELETE and clicking the Yes button. NOTE: Deleting a Campaign does not delete the items inside the campaign (emails, pages, etc.). It only deletes the Campaign folder.