Overview
The Communicate Campaign table page functions as a platform for the creation, viewing, and management of email and SMS campaigns. Within this interface, you'll have the capability to communicate with workers through both scheduled and immediately sent campaigns, all of which are accessible within their worker profile under the messages tab.
To access the Communicate Campaign Table, select Communicate in the WX sidebar:
Communicate Campaign table basics
At the top of the page, you'll see an analytics section detailing the performance of previously sent campaigns (this includes for both email and SMS-based campaigns).
This table will automatically display any campaigns that have been previously drafted, scheduled, or completed. In the absence of any sent campaigns, the table will appear blank, offering the option to initiate a new campaign. Adjacent to each campaign, one of two icons is displayed: an envelope symbolizing an email campaign and a text bubble representing an SMS campaign.
Using the Filter button, you can filter campaigns by Title, Delivered, Opened, Clicked, and Scheduled. Refine your search by applying filters based on specific criteria like the number of deliveries or a particular campaign title. Or, use the search bar to find an exact campaign, based on title.
These tools make it easy to quickly find the campaigns you're looking for.
Useful Actions
Duplicate as SMS: Functionality allows for the replication of a campaign into an SMS format.
Duplicate as Email: Functionality allows for the replication of a campaign into an Email format.
Edit Campaign (option for future scheduled campaigns): Allows you to modify campaign specifics including Campaign Name, Title, Body, Reply-To, Recipients, and Schedule.
Delete Draft: An option provided for drafted campaigns, this functionality will delete and remove the campaign from the list.
Cancel Schedule: An option available for scheduled campaigns, this function will cancel the scheduled campaign and relocate it to the drafts section.
Selecting a Campaign Title: By selecting this action, you will be redirected to the campaign performance page. Here, you can access analytics for the delivered campaign, edit the draft or scheduled campaign, cancel the scheduled campaign, or duplicate the campaign.
New Campaign
This option enables the creation of a new campaign. Upon selection, a window will prompt you to choose between creating an email or SMS campaign, and to enter a campaign title. Upon submission of the required information, you will be redirected to the campaign creation page.
Related Articles
⬅️ Previous article:Getting Started with Communicate
➡️ Next article: Communicate Campaign Creation