Campaigns are individual messages that you send with Iterable. You can use campaigns to send your customers marketing messages (like your monthly newsletter) and transactional messages (like an order confirmation).
You can send campaigns through any of these channels:
- Web push
To send an automated sequence of messages using multiple channels, create a workflow.
There are two main types of campaigns in Iterable:
- Blast campaigns - Sent to all of the contacts on a static or dynamic list
- Triggered campaigns - Sent to a specific contact after a certain event happens (for example, they add an item to their cart)
Table of contents
- Required permissions
- Browsing your campaigns
- Sorting, searching, and filtering your campaigns
- Creating a new campaign
- Editing a campaign
- Copying a campaign
- Canceling and deactivating campaigns
- Archiving a campaign
- Viewing campaign performance data
- Organizing your campaigns with folders
To view, search, and filter your organization’s campaigns, you'll need the Workflows, Campaigns and Experiments > View permission.
To create, edit, or copy a campaign, you'll need the Workflows, Campaigns and Experiments > Draft permission.
To archive a campaign, you'll need the Workflows, Campaigns and Experiments > Activate & Manage permission.
Browsing your campaigns
The Campaigns page is your home base in Iterable. This page gives you a high-level overview of all your past and current marketing campaigns, including blast campaigns, triggered campaigns, and campaigns that are part of a workflow.
To view your campaigns, navigate to Messaging > Campaigns.
From this page, you can:
- Create a new campaign
- Edit or copy an existing campaign
- Check the status, audience, launch date, and last modified date of all your campaigns
- Sort, search, and filter your campaigns
- Cancel and deactivate campaigns
- Archive campaigns you no longer need
- View campaign performance data
- Organize your campaigns into folders
To expand a specific campaign, click the drop-down arrow to the right of the campaign’s name.
Under the name of your campaign, you’ll see the campaign medium (email, in-app, push, etc.), as well as any labels you’ve attached to the campaign. If your campaign uses an Iterable AI feature—like Send Time Optimization—you’ll see a robot icon. If your campaign is associated with an experiment, you’ll see a beaker icon.
You can also find your campaign’s ID, send lists, and associated experiments in this view.
To find out who in your organization last modified a campaign and when, hover over the employee avatar that appears in the Last modified column.
To find out who in your organization created a campaign, hover over the time frame in the Last modified column. You’ll see the name of the team member who created the campaign, along with the date and time the campaign was created.
If a campaign is part of a workflow, you can hover over Workflow contacts in the Audience column to see the workflow name and ID number.
At the bottom left of the page, you’ll see the total number of campaigns your team has created in Iterable.
You can use the buttons on the bottom right of the screen to change the number of campaigns displayed per page.
Sorting, searching, and filtering your campaigns
The Campaigns page lets you sort your campaigns, filter them based on categories or attributes, and search them by name or campaign ID.
Sorting your campaigns
Click the column headers at the top of your campaigns list to sort by name, status, audience, launch date, or last modified date.
Searching your campaigns
To search your campaigns by name or ID, type some keywords in the search bar in the upper-right corner of the page. The campaigns list will automatically refresh to show campaigns that match your search terms.
Filtering your campaigns
To quickly filter your campaigns by status, click one of the tabs in the upper-left corner of the page: All, Drafts, Live, Finished, or Archived.
To apply more filters to your campaigns, click the Filters button and select some options from the drop-down.
You can filter your campaigns by:
- Web push
- API triggered — Triggered campaigns
- Blast — Blast campaigns
- With AI — Campaigns that use Send Time Optimization (STO)
- With experiment — Campaigns that have an associated experiment
- Workflow triggered — Campaigns that are part of a workflow
Audience list — Which of your contacts the campaign was (or will be) sent to
Creator — Who created the campaign
Modified by — Who last modified the campaign
When you click one of the status quick filter tabs, the corresponding status options will automatically be selected in the Filters menu. (For example, if you click the
Scheduledwill be selected in the Status section of the Filters menu.)
When you apply multiple filters, campaigns in your results list will match at least one of the filters you’ve selected—not necessarily all of them.
The search bar and filters work in tandem, allowing you to search within a filtered subset of your campaigns.
For example, let’s say you want to view all of your completed Black Friday sale
campaigns. To do this, select the Finished tab in the top left of the page,
click the Filters button, and select Channel type > Marketing. Then type
Black Friday in the search bar.
Creating a new campaign
Click the New campaign button in the upper-right corner of the page.
On the New Campaign page, give your campaign a name and select Blast or Triggered.
(Optional) Click into the Labels field and select some labels from the drop-down.
Select a message medium and send list(s) for your campaign.
Click Continue to templates.
For more information on how to create a campaign, see:
Editing a campaign
To view or edit a campaign, click its name.
If the campaign hasn’t been launched yet, you’ll be taken to the Edit Template page. From here, you can view your campaign’s settings and make any necessary adjustments before sending it.
If the campaign has already been scheduled or launched, you’ll be taken to the Campaign Review page. From here, you can edit, reschedule, or cancel a recurring or scheduled campaign.
Any changes you make to a recurring campaign will only affect future sends. Editing a campaign won’t affect past performance.
Copying a campaign
To make a copy of one of your campaigns, click the overflow menu (three dots) on the right side of the campaign’s row and select Make a copy from the drop-down.
Copies of campaigns are not automatically scheduled. Make sure to schedule your campaign when you're ready to send it.
If the original campaign has an unfinished experiment, the copy of the campaign will include the same experiment. If the original campaign has a completed experiment, the copy will use the winning variation from the completed experiment. If there isn't a winning variation, the copy will use the control variation.
Copying triggered campaigns
A copy of a triggered campaign will get its own campaign ID. To send the campaign, call the relevant API and pass this new ID:
Canceling and deactivating campaigns
You can cancel a running blast campaign to stop the campaign from sending any more messages (for example, if you realize you sent the campaign to the wrong list and want to prevent any more erroneous sends from going out). To do this, navigate to Messaging > Campaigns, open the running blast campaign, and click Abort Campaign.
You can also deactivate triggered campaigns (for example, if you're editing a workflow and want to pause the triggered campaign until you're finished). To do this, navigate to Messaging > Campaigns, open the triggered campaign, and click Deactivate Campaign.
When you cancel or reschedule a recurring campaign, make sure you edit the original campaign (the status should be Recurring)—not one of the completed sends.
Archiving a campaign
You can archive campaigns that you don’t need anymore. Archiving a campaign will remove it from your main campaigns list but not delete it. When you archive a campaign, the campaign is automatically disabled—no new messages will be sent.
There are two ways to archive a campaign:
To archive a single campaign, click the overflow menu (three dots) on the right side of the campaign’s row and select Archive from the drop-down.
To archive multiple campaigns, use the checkboxes on the left side of the page to select some campaigns, and click the Archive button in the purple bar at the top of the page.
After you archive a campaign, it will no longer appear under the All tab with the rest of your campaigns. You can view and restore archived campaigns from the Archived tab.
Viewing campaign performance data
There are three ways to see how well your campaigns are performing. You can view performance data for:
- A single campaign
- A group of campaigns
- All of your campaigns
Viewing performance data for a single campaign
Click the name of the campaign.
On the Campaign Review page, click the View Campaign Performance button.
This will take you to the Campaign Analytics page, where you can view and analyze performance data for your selected campaign.
Viewing performance data for a group of campaigns
Use the checkboxes on the left side of the Campaigns page to select the campaigns you're interested in.
Click View metrics for # campaigns in the purple bar at the top of the page.
This will take you to the Aggregate Analytics page, where you can select the metrics and date range you want to analyze for your selected campaigns.
Viewing performance data for all of your campaigns
Click the View insights button in the top-right corner of the Campaigns page.
This will take you to the Messaging Insights page, where you can select the metrics and date range you want to analyze for all of your campaigns.
Organizing your campaigns with folders
You can use folders to group similar campaigns together on the Campaigns page.
To create a folder, click the New folder button at the top of the page.
Give your folder a name (e.g., “Sales & Promotions”), and click Create folder.
Add some campaigns to your new folder.
To move a single campaign into a folder, click the overflow menu (three dots) for the campaign you want to move and select Move to folder from the drop-down menu.
To move multiple campaigns into a folder at once, use the checkboxes on the left side of the page to select the campaigns you want to move, then click Move to folder in the purple bar at the top of the page.
- Folders can only be used to group resources of the same type (you can’t add templates, campaigns, and workflows to the same folder). You’ll have a separate set of folders for your Templates, Campaigns, and Workflows pages.
- You can nest folders up to 10 levels deep.
- Folder names can be up to 150 characters.
- When you search your campaigns list, the search results will include any folders that match your search terms.