Campaigns are individual marketing messages (like your monthly newsletter) or transactional messages (for example, order updates) that you send to your contacts. With Iterable, you can send email, SMS, in-app, push, and web push messages.
If you'd instead like to send an automate sequence of messages that responds to the way your contacts engage with your messages, create a workflow.
There are two primary types of campaigns:
- 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. It 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 the Campaigns page, navigate to Messaging > Campaigns:
On this page, you can:
- Sort, search, and filter your campaigns
- View campaign metadata (status, audience, launch date, last modified date, etc.)
- Create a new campaign
- Edit an existing campaign
- Copy a campaign
- Cancel and deactivate campaigns
- Archive campaigns you no longer need
- View campaign performance data
- Organize your campaigns into folders
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.
To sort your campaigns, click the column headers at the top of the campaigns list. You can sort by name, status, audience, launch date, or last modified date.
To search your campaigns by name or ID, type a search term in the search bar. The campaigns list will automatically refresh to show the campaigns that match your query.
To filter the list of visible campaigns, use the Filters menu.
Results will match at least one of the selected filters in each category where a filter value has been selected.
You can filter campaigns by:
Label - Learn more about labels
- Web push
- API triggered - Triggered campaigns
- Blast - Blast campaigns
- With AI - Campaigns that use STO
- With experiment - Campaigns that have an associated experiment
- Workflow triggered - Campaigns that are part of a workflow
Audience list - The list to which the campaign was (or will be) sent
Status - The status of the campaign:
Creator - The project member who created the campaign.
Modified By - The project member who last modified the campaign.
To quickly filter your campaigns by status, click one of the tabs at the top of the page: All, Draft, Live, Finished, and Archived. These quick filter tabs automatically adjust the selected Status filters in the Filters menu.
Searching and filtering at the same time
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 filter tab, click the Filters
button, and select Channel type > Marketing. Then enter
Black Friday in the
Viewing campaign metadata
The Campaigns page displays various pieces of metadata about each campaign:
Under a campaign's name, you’ll see its message medium (email, in-app, push, etc.) and any labels you’ve attached to it.
To see a campaign's ID and any associated send list, workflow, or experiment, click the down arrow to the campaign's right.
If a campaign uses an Iterable AI feature—such as Send Time Optimization—you’ll see a robot icon. If a campaign is associated with an experiment, you’ll see a beaker icon.
To find out who last modified a campaign and when, hover over the employee avatar that appears in the Last modified column.
To find out who created a campaign, hover over the date 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.
To see the name and ID of a workflow associated with a campaign, hover over Workflow contacts in the Audience column.
Creating a new campaign
To create a new campaign, click New campaign. Then, follow the instructions found in these support guides:
Editing a campaign
To view or edit one of your campaigns, click its name.
If the campaign hasn’t been launched yet, you’ll be taken to the Edit Template page. From there, you can view your campaign’s settings and make any necessary adjustments before sending it.
If the campaign has already been launched, you’ll be taken to the Campaign Review page, where you can:
- See metadata about the campaign (ID, creation date, list, etc.).
- View information about the campaign's performance (by clicking View Campaign Performance).
- Edit, reschedule, or cancel a recurring or scheduled campaign. Any changes you make to a recurring campaign will only affect future sends (and editing a campaign won’t affect past performance).
Copying a campaign
To make a copy of a campaign, click the overflow menu (three dots) to its right and select Make a copy from the drop-down.
Copies of campaigns are not automatically scheduled. Make sure to schedule your campaign so that it sends when you expect.
If the original campaign has an unfinished experiment (i.e., you can still click End 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
To prevent Iterable from sending any more messages from an existing blast campaign, open it and click Abort Campaign.
Similarly, you can prevent Iterable from sending any more messages from a triggered campaign by opening it and clicking Deactivate Campaign.
To cancel or reschedule a recurring campaign, make sure you edit the original campaign (with a Recurring status)—not one of the previous sends that has already gone out.
Archiving a campaign
To hide campaigns that you no longer need, you can archive them. Archiving a campaign removes it from your main campaigns list, but doesn't delete it. When you archive a campaign, it 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 on your campaign list. However, you can view and restore archived campaigns by selecting the Archived quick filter on the top of the screen.
Viewing campaign performance data
From the Campaigns page, there are two ways to find out how well your campaigns are performing:
To view performance data for a specific campaign or group of campaigns, select the campaigns you're interested in (using the checkboxes next to each one). Then, click View metrics for # campaign in the purple bar at the top of the page.
To view performance data for all of your campaigns at once, click the View insights button in the top-right corner of the page. This will take you to Messaging Insights.
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.
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.
To move multiple templates into a folder at once, select the campaigns you'd like to move (using the checkbox next to each one), then click Move to folder (in the purple bar at the top of the page). Finally, select the destination folder and click Move to folder (or Move to overview to move the item to the top level).
- 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.