Campaign Overview

The Campaign area is used to create, schedule, and monitor CRM campaigns. It combines a list screen for operational tracking with a step-by-step campaign setup wizard.

What You Manage Here #

• Existing campaign records
• Campaign status and mode
• Campaign labels
• New campaign creation

Campaign List Interface #

Visible controls in the screenshot:

• Left filter sidebar
• Create Campaign
• Manage Labels
• Settings and refresh icons
• Campaign table with pagination

Filters #

• Campaign ID
• Title
• Status
• Mode
• Label
• Created Date
• Last Modified
• Archived

Campaign Table Columns #

Column	Meaning
Campaign ID	Unique campaign identifier
Title	Campaign title
Label	Internal labeling area
Channel	Delivery channel, shown as Email
Status	Execution status, such as Completed or Scheduled
Mode	Operational mode, such as Live or Draft

Step-by-Step: Review Campaigns #

1. Open Campaign.
2. Apply filters if the list is large.
3. Review the campaign title, status, and mode together.
4. Confirm whether the campaign is live, draft, completed, or scheduled before making any follow-up decision.

Create Campaign Workflow #

The wizard shown in the screenshot uses these stages:

1. General Information
2. Segment Selection
3. Template Selection
4. Bonus Selection
5. Schedule Configuration
6. Review & Submit

Step-by-Step: Start a Campaign #

1. Open Campaign.
2. Click Create Campaign.
3. In General Information, enter Campaign Title.
4. Add Description if needed.
5. Select Goal Type.
6. Enter Target Count.
7. Click Save & Continue.
8. Continue through segment, template, bonus, schedule, and review steps.
9. Submit only after all selections are confirmed.

General Information Fields #

Field	Meaning
Campaign Title	Required campaign name
Description	Optional internal description
Goal Type	Primary campaign objective
Target Count	Intended target volume

Operating Notes #

• Keep titles explicit so reports and communication logs remain readable later.
• Confirm segment and template choices carefully because they control audience and content together.
• Review mode and status from the list after creation or scheduling.