Introduction to Campaigns

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:

• Email
• SMS
• In-app
• Push
• Web push

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)

Just like with templates, you can personalize the content you send in your campaigns with user profile data, data feeds, and information from your product catalog.

# Table of contents

# Required permissions

• To view, search, and filter your organization’s campaigns, you'll need the View Journeys, Campaigns, & Experiments permission.

• To create, edit, or copy a campaign, you'll need the Draft Journeys, Campaigns, & Experiments permission.

• To send, schedule, activate, reschedule, abort, or archive a campaign, you'll need the Manage and Launch Campaigns permission for the message medium that you wish to use.

# 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 journey.

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 dropdown 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 lightning bolt icon. If your campaign is associated with an experiment, you’ll see a beaker icon. If your campaign uses Quiet Hours, you'll see a moon and stars 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 journey, you can hover over Journey contacts in the Delivery column to see the journey 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, 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, Scheduled, Live, Finished, or Archived.

To apply more filters to your campaigns, click the Filters button and select some options from the dropdown.

You can filter your campaigns by:

• Label

• Medium

  • Email
  • Push
  • SMS
  • In-app
  • Web push

• Campaign type

  • API triggered — Triggered campaigns
  • Blast — Blast campaigns
  • With AI — Campaigns that use Send Time Optimization (STO)
  • With experiment — Campaigns that have an associated experiment
  • Journey triggered — Campaigns that are part of a journey

• Channel type

  • Marketing
  • Transactional

• Audience list — Which of your contacts the campaign was (or will be) sent to

• Status

  • Aborted
  • Archived
  • Draft
  • Finished
  • Ready
  • Recurring
  • Running
  • Scheduled

• Creator — Who created the campaign

• Modified by — Who last modified the campaign

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

1. Click the New campaign button in the upper-right corner of the page.

   

2. On the New Campaign page, give your campaign a name and select Blast or Triggered.

3. (Optional) Click into the Labels field and select some labels from the dropdown.

4. Select a message medium and send list(s) for your campaign.

5. Click Continue to templates.

For more information on how to create a campaign, see:

• Creating Blast Campaigns
• Creating Triggered Campaigns

# 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.

  

# 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 dropdown.

Copies of campaigns are not automatically scheduled. Make sure to schedule your campaign when you're ready to send it.

# 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:

• POST /api/email/target
• POST /api/push/target
• POST /api/sms/target
• POST /api/inApp/target
• POST /api/webPush/target

# 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 Cancel Campaign. The campaign's status is now set to Ready and you can schedule it for another time.

You can also deactivate triggered campaigns (for example, if you're editing a journey 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. You can reactivate the campaign if you want to.

# 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 dropdown.

  

• 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 no longer appears under the All tab with the rest of your campaigns. If you need to view or restore an archived campaign, do so 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

1. Click the name of the campaign.

2. On the Campaign Review page, click the View Campaign Performance button.

   

3. In Campaign Analytics, view and analyze performance data for the campaign you selected.

   

# Viewing performance data for a group of campaigns

1. Use the checkboxes on the left side of the Campaigns page to select the campaigns you're interested in.

2. Click View metrics for # campaigns in the purple bar at the top of the page.

   

3. In Messaging Insights, select the metrics and date range for the campaigns you want to analyze.

# Viewing performance data for all of your campaigns

1. Click the View insights button in the top-right corner of the Campaigns page.

2. In Messaging Insights, 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.

1. To create a folder, click the New folder button at the top of the page.

   

2. Give your folder a name (for example, “Sales & Promotions”), and click Create folder.

   

3. 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 dropdown 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.