Email campaigns are a powerful way to keep your team informed and engaged throughout feedback and performance cycles. This guide will walk you through how to access your email campaigns dashboard, view campaign activity and statistics, and manage your past campaigns. Whether you're checking the status of a recently sent campaign or reviewing recipient engagement, you'll find everything you need here.
Accessing and review the email campaigns dashboard
Your email campaigns dashboard is your central hub for viewing all campaign activity and accessing past campaigns.
From your admin panel, click on Email Campaigns in the left-hand menu
You'll arrive at the email campaigns dashboard, which displays high-level campaign statistics
Use the tabs at the top to toggle between Analytics, Campaigns, Distribution Lists, and Email Templates
Access user guides anytime by clicking the Admin Guide button in the top right corner
Viewing campaign activity and statistics
The dashboard gives you a snapshot of your email campaign performance over time.
At the top of the dashboard, you'll see a summary of recent campaign activity
Use the timeline drop-down to change the period you're viewing (e.g., last month, last quarter)
Review the snapshot statistics showing campaign activity across different categories
Scroll down to see a complete list of past campaigns with key details
Review past email campaigns
The campaigns list organises all your campaigns by status so you can quickly find what you're looking for.
Your campaigns are grouped by status:
Sending now – campaigns currently being sent
Draft campaigns – campaigns you've started but haven't sent yet
Active recurring campaigns – campaigns set to send on a repeating schedule
One-off campaign history – individual campaigns you've already sent
Each campaign card shows its status, the email template used, the distribution list and recipient count, and who created or last edited it.
Viewing detailed campaign statistics
For campaigns that have been sent, you can dive deeper into delivery and engagement data.
Locate the campaign you want to review in the past campaigns list
Click the Analytics button on the campaign to view detailed statistics
Review the delivery status and engagement metrics
Click View recipient log to see the sent status for each individual user
Use the search function within the email log to find specific recipients
Creating a campaign
You can start a new campaign at any time from the Email Campaigns dashboard.
Click the + Create campaign button in the top right
Give the campaign a name, then choose a distribution list and an email template
Choose when to send: Send Now or Schedule for a specific time
Optionally turn on Test Mode to log the send without emailing anyone — useful for checking setup
Click Next to review, then Send Now (or Save as Draft to finish later)
Sending recurring campaigns
Recurring campaigns send automatically on a repeating schedule.
When creating a campaign, enable the recurring option and choose an interval (weekly, every 2 weeks, monthly, or quarterly)
Active recurring campaigns appear under Active recurring campaigns in the list, showing the next scheduled send
Use Cancel on a recurring campaign to stop future sends
Edit, duplicate or delete draft email campaigns
Campaigns that haven't been sent yet can be edited and prepared for sending.
Find campaigns with a Draft status in your past campaigns list
Click on the campaign to open it
Make any necessary edits to the content, distribution list, or settings
When ready, you can send the campaign or continue saving it as a draft
Duplicating campaigns
Save time by duplicating past campaigns to create new ones with similar content.
Locate the campaign you want to copy in the past campaigns list
Click the Duplicate button
A new copy of the campaign will be created
Open the duplicate and make any necessary changes before sending
With these tools at your fingertips, you'll be able to monitor your email campaign performance and ensure your communications are reaching the right people at the right time.