Find and manage campaigns

Once a campaign exists, this is where you find it again, control when it runs, and check what it did. Read on for the list itself, how to schedule its runs, and how to read an execution.

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Find a campaign

Campaigns are listed under Campaigns → List. Each row shows the campaign name, the number of activities in it, Type, Start date, End date, Status and Edited by. There is no search box on the list. Searching and filtering both live in a panel that is collapsed by default — open it with the filter icon above the list, a button with an icon and no text label. Inside it, the box placeholdered Name of activity or campaign matches a campaign name or an activity name, and Status filters by status. A campaign row shows one of three statuses:

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The Calendar view

Calendar is one of three views on the campaign list, alongside List and Orchestration. It draws campaigns as bars across a single month, one row per campaign, with each campaign’s activities as child rows you can collapse. A vertical line marks now. A bar is drawn only where both dates exist, so an activity missing either one gets a row and no bar. Hovering either the bar or the campaign name opens a tooltip with Start date, End date and Status; activity rows add Type, campaign rows do not have one. Where a bar runs outside the month on screen, a marker at the edge says how far away it is and jumps you there when clicked — ← 2 weeks ago on the left, and on the right either In 3 days → for a bar that has not started yet or 3 days more → for one that starts this month and continues past it. A bar that starts before the month gets the left marker even when part of it is visible. Distances round up to whole weeks from seven days, and never read less than 1 day.

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Schedule when it runs

A saved campaign does nothing until something triggers it. Open the campaign’s orchestration canvas and use Scheduled runs. Triggers are listed in one table, with the columns Title, Job type, ID, Created At, Runs from, Runs to and Frequency. Frequency is where you read the schedule itself: a recurring trigger spells out how often it repeats, a one-time trigger reads Run once. Add one with Create new run. Give it a Job name and a Job type, then choose a Schedule type: One-time or Recurring. A one-time trigger takes a single Start date. A recurring trigger takes a Frequency, a Start date and an End date; leave the end date empty and the trigger is open-ended, which the list shows as No end date. Both display the Time zone the run will use. Until you add one, the campaign says No runs created yet.

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Read an execution

Every run appears under the canvas in Executions, newest first, with the columns Job type, ID, Status, Started at, Ended at, Result summary and Executed by. An execution carries one of nine statuses: Open a run to see the campaign it belongs to, Executed by — who started it, as against Edited by on the campaign list, which is who last changed the campaign — the execution ID, its status and progress, and when it started and ended. A run that produced files lists them at the bottom under Execution results.

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Remove a campaign

Delete a campaign from the row menu on the list. Delete is disabled while the campaign still holds activities — its tooltip reads To delete campaign you need to delete all activities first — so delete the activities before the campaign. The confirmation reads Are you sure you want to permanently delete this campaign? / This action cannot be undone., with Cancel and Delete. It does not name the campaign, so check you opened the menu on the right row. Removing a trigger is separate and asks separately — Are you sure you want to remove this trigger? Deleting a scheduled run leaves the campaign itself in place.

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Troubleshooting

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The campaign is saved but has never run

Check Scheduled runs. A saved canvas with no trigger will sit indefinitely; it says No runs created yet. when that is the case.

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A run finished but fewer customers came through than expected

Check the run’s status first — Done with warning points at errors during the run. Then check the canvas for an Enrich block dropping customers with no result, or a Limit block that has hit its cap. Limits that reset per day or per week will already have consumed part of their allowance.

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I can’t find the search box

There isn’t one on the list. The name box is inside the filter panel, which starts collapsed — open it with the filter icon above the list.

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Delete is greyed out on a campaign

The campaign still has activities in it. Delete those first; the tooltip on the disabled item says the same.

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Related

• Orchestration canvas — building and connecting the blocks a campaign runs
• Schedule and run a campaign — setting the dates and runs from scratch
• Block reference — every block, what it needs, and what it passes on