eInsight - how do I manage my email campaigns?

Managing your campaign is quick and easy with the new Manage Campaigns landing page and these Campaign Details tabs: Summary, Preview, Testing, Audience, History and Report.

Locate your Campaign

Navigate to Campaigns > Manage.

Once you locate your campaign, click the Campaign Name to jump to the campaign's details.

Or, select the Project ID to quickly preview your campaign in a new tab. 

Or, select the Vertical Ellipsis Icon, then select:

• Details to jump to the campaign's details.
• Edit to jump to the Template tab.
• Clone to create an exact copy of the campaign.

Actions within Campaign Details

Within the Campaign Details, click the Actions drop-down list and select:

• Edit to jump to the Template tab.
• Clone to create an exact copy of the campaign.
• * Delete to delete the campaign.
• ** Save as Resend to make the campaign available to resend a guest's confirmation email via Search Guests or PriorityQ.
• ** Save as Template to create a reusable template from the campaign.

Campaign Details Summary

Select the Project ID to quickly preview your campaign in a new tab. 

Select the Email Type link to view or edit the settings associated with the email type selected for the campaign.

If the Audience is not yet set for the campaign, select Save Audience, enter a name for the Audience and select Save. You'll now be able to use the Audience for any other campaign.

Preview

Select the Preview tab to view a full-size preview of your campaign within the same browser tab.

Testing

Basic

View your latest results of the Basic Validation report on the Testing tab. If the campaign status is "Draft" or "Testing," you can select Run Again to create a new report. Hover over an image link to preview the image. Hover over a link in the Links area to view its status. Click on a link to open it in a new tab. 

Advanced

Select Advanced to view your Inbox Preview and Inbox Forecaster results. Click Launch to review results of a previously run test or select Request New to generate a new one. 

Audience

Summary

View your selected Audience on the Summary page of the Audience tab. 

Just as you can on the Summary tab, if the campaign's Audience is not set yet, select Save Audience. Enter a name for your new Audience, then select Save. You'll now be able to use the Audience for any other campaign.

Customer Details

When you select Customer Details, the customers who meet your campaign criteria will appear in a table. Read about customer details here.

History

View a change log of your campaign which details when a change was made and by whom.

Report

Toggle between send dates when viewing reports of your campaigns that you've sent out more than once.

Read more about managing your campaign:

• Locating your campaign
• About campaign statuses
• Testing your campaign links and sending test emails
• Approving your campaign
• Scheduling your campaign
• Viewing customer details