Campaign List Actions

Create New Campaign

Creating a new campaign is a four step process. Follow these instructions to create a new campaign:

From the Campaigns tab, click Commands > New Campaign. The Create New Campaign screen appears.
Choose the type of campaign you want to create. Options include the following:
- Normal Campaign
- Recurring Campaign
- Event-Triggered Campaign
- Subscribe Autoresponder
- Unsubscribe Autoresponder
The type of campaign you choose determines the fields that appear on subsequent screens. For example, the Recurring Campaign screen is has the following appearance.
After you complete the Configure Basic Info screen, three other screens appear
- Targeting
- Content
- Messages
Complete the fields on each screen to define the campaign.

Edit Campaign

Follow these instructions to edit a campaign:

In the campaign list, click the campaign name you want to change. The campaign tabs appear.
Make your changes.
Click Save on each screen to save your changes.

Search Campaign List

To change the campaign list display, use one or more drop-down lists and text fields above the table to change the display options. All fields are optional.

Follow these instructions to search the campaign list display:

From the campaign table screen, click Query Filters. The screen expands to display several fields.
From the Name field drop-down list, select the search operator.
In the text field, type the name or part of the name.
From the Description drop-down list, choose an operator.
In the text field, type the description or part of the description.
From the Status drop-down list, select the status you want to view. Status options are:
- All
- Paused
- Expired
- Active
- Creating
From the Conversation drop-down list, select a conversation.
From the Department drop-down list, select a department.
In the Modified drop-down field, select the time frame for when campaigns were modified. The options are:
- All
- Last 24 Hours
- Last 7 Days
- Last 30 Days
Click the Apply button. The campaign list displays the search results.

Export Campaign

When you export a campaign, the content is exported in an XML file so that you can save the file for later use. Follow these instructions to export a campaign:

In the campaign list, click Actions > Export on the row with the campaign you want to export. The file is downloaded.
Save the file in the location of your choice.

Import Campaign

When you import a campaign, you import an XML file. You can use an exported XML file or you can create your own file. Be aware that if you create your own file, you need all of the associated files required to create an XML document (DTD or schema and style sheet). Follow these instructions to edit a campaign:

At the top of the campaign list, click the Commands > Import button. The Import Campaign screen appears.
To locate the file, click the Choose File button. The Open dialog box appears.
Locate the file you want to import.
In the Open dialog box, click the OK button . The file name appears in the Import Campaigns window and the Import button appears.
From the Department drop-down field, select the department to associate with the imported campaign.
In the Import Campaign window, click the Import button. A Status field appears indicating that the file was imported without a problem.
Click the Back to Campaigns button. The campaign list appears with the imported campaign in the list.

Clone Campaign

Cloned campaigns have a file name that begins with Copy of followed by the campaign name. Edit the campaign to change the file name. Follow these instructions to clone a campaign:

In the campaign list, click Actions > Clone. A confirmation dialog box appears.
In the confirmation dialog box, click OK to clone the file. The cloned file appears in the table.

Follow these instructions to delete a campaign:

In the campaign list, click Actions > Delete. A confirmation dialog box appears.
In the confirmation dialog box, click OK. The campaign is removed .