The Campaigns area groups related communications (e.g. an integration or SIPAT campaign) to plan and measure the set: aggregated indicators, insights by period and dimension, and comments on all communications in one place.
Concepts and terms
| Term (as it appears on screen) | What does it mean |
|---|
| Campaign | A group of announcements, with name and status. A announcement can be linked in the campaign itself or at the time of sending (publisher's Campaign field). |
| Status | Active (default when creating), Finished or Archived. The change is always manual, in the dropdown on the details screen. |
| Main indicators | The top three cards: View Rate, Communications and Feedback (total reactions). |
| Insights | The analysis tab: Average views, Best Times and Views by dimension, with Period and Segment by filter. |
| Campaign Announcements | The list of linked communications, with status, views, recipients and tags. |
What can you do
- Create campaigns (just the name, up to 45 characters) and find them by search and status filter (General, Active, Finished, Archived, with counters)
- Rename the campaign inline (pencil icon) and change the status via the dropdown
- Add announcement to the campaign (search among those not yet linked) and remove (individually or in batch) — the link can also be created upon sending, via the editor's Campaign field
- Monitor aggregated indicators and open each communication directly from the list (in a new tab)
- Analyze in the Insights tab: accumulated visualization curve, best interaction times and performance by dimension (department, branch, etc.), with CSV export
- Read all Comments of the campaign, filtering by sentiment (All / Positive / Neutral / Negative)
- View tasks linked to the campaign (Links, for accounts with the demand portal)
- Delete campaigns (individual or batch)
Step by step
Create a campaign
- 1.In the side menu, click on Campaigns and then on Create campaign.
- 2.Enter the Name (up to 45 characters) and confirm. The campaign starts with status Active.
- 3.Alternative: when configuring the sending of an announcement in the editor, search for or create the campaign in the Campaign field — the announcement is already linked.
Add and remove announcements
- 1.In the campaign, Campaign Announcements section, click Add announcement.
- 2.Search, mark the desired ones and click Confirm (N). Only communications that are not yet linked to this campaign and that have at least one channel appear.
- 3.To remove, hover over the line and click the "X" (or select several and use Remove (N)). Remove unlinks the announcement from the campaign — the announcement itself is not deleted ("This action cannot be undone" refers to the link).
Monitor indicators
- 1.The Overview tab displays the three cards: View Rate (proportion of recipients who viewed the announcements — see the exact definition below), Communiqués (total linked) and Feedback (total reactions; without reactions, it shows "No comments :(").
- 2.The list of announcements shows by line: title, badge Not sent when applicable, preview by channel, views, recipients and tags. Clicking opens the announcement details in a new tab.
Analyze in the Insights tab
- 1.Choose the Period: Today, Last 7 days, Last 30 days (default), Last month or All. Your choice is saved for you in this campaign.
- 2.Choose Segment by (dimensions of your base — department, branch, etc.). With no fields configured, the button warns: "This campaign has no fields configured for targeting."
- 3.Three blocks, each with Export (CSV):
- Average views — cumulative percentage of views day by day
- Best Times — interactions by time of day (sum of events such as views, clicks and reactions; use for comparison, not as a literal number)
- Views by — table by dimension with Recipients, Views and Rate
Change status (activate, finalize, archive)
- 1.On the details screen, use the dropdown next to Status: and choose Active, Finished or Archived.
- 2."Backwards" transitions (going from Completed, or from Active to Archived) ask for confirmation: "The campaign will be moved from X to Y. Do you want to continue?".
- 3.Practical effect: Finished no longer appears in the campaign selector when sending communications (you cannot link new sendings); Existing data and communications are not changed in any status.
Delete campaigns
- 1.In the list, use the row's trash bin or select several and click Delete (N).
- 2.Confirm: "This action cannot be undone. The selected campaigns will be permanently deleted." The communications are not deleted — only the campaign and its links.
What can be analyzed/adjusted
| Metric | Definition confirmed |
|---|
| Viewing Rate (card) | Average, per person, of the percentage of campaign communications they viewed (those who viewed 2 of 4 communications count 50%; the card is the average of these people) |
| Average views (Insights) | accumulated percentage: accumulated views ÷ total campaign submissions, day by day |
| Best Times | Total interactions (views + clicks + reactions) aggregated by time of day |
| Views by dimension | By segment: recipients, views and rate (views ÷ recipients) |
| Feedback | Sum of all reactions (positive, neutral and negative) to communications |
Limits and rules
| Rule | Value |
|---|
| Campaign name | Mandatory, up to 45 characters |
| Initial status | Activate (not chosen during creation) |
| Status change | Manual only — no automatic completion by date or submission |
| Date | The campaign only has the creation date; there is no end date |
| Add announcement | Only active communications, with a channel, not yet linked to the campaign |
| Deletion | Permanent in practice (no recycle bin/restore in the interface) |
| Access to the area | Campaigns permission (planning) in the access profile |
| Rename, change status and delete | Require permission to delete communications (of the corresponding scope) |
| Add/remove announcements | Require permission to edit communications (of the corresponding scope) |
| Visibility | Depending on the scope of the communications vision: everyone, the team or just themselves |
What tends to confuse
- "Archive" is not a button — archiving is changing the status to Archived in the dropdown on the details screen.
- Ending does not freeze the campaign: the numbers continue to update; the only effect is to exit the campaign selector when sending new communications.
- View Rate is an average per person, not "views ÷ sends" — may differ from the summed numbers of individual communications.
- Removing a campaign announcement does not delete it — it just undoes the link.
- The Comments tab is disabled as long as there are no comments on the campaign communications.
- Best Times is comparative, not literal (the screen itself warns you) — use it to choose time slots, not as an exact count.
- The date displayed under the title in the list is the creation date of the campaign.
Related Features
- Communications — linked communications and their individual measurement
- Create (editor) — link campaign upon submission
- Reports — "By Campaign" segmentation in custom reports
- Calendar — calendar events display the associated campaign
- Tasks — task links with campaigns (accounts with demand portal)
