Focus: Campaigns List
Updated over a week ago

The “My Campaigns” tab allows the user (that’s you!) to know more about your campaign's activity, but also on your leads launched into it. Let’s discover them together. 😊

Campaign Activity

Within the "Campaigns" section and the "Campaigns list", you can see your campaign's status:

  • Running: Your campaign is active, and actions are being sent to the launched prospects.

  • Paused: Prospects and actions in the campaign are paused. To resume, you need to replay your campaign.

  • Draft: Your campaign has been created and saved, but not yet launched. Complete the necessary steps to launch it.

  • Archived: Your campaign has been stopped. Once archived, all actions cease, and the leads can be added to a new campaign.

⚠️ Unarchiving a campaign is not possible. You need to create a new one.

Prospect’s Status

Depending on the state of your campaign and the number of active leads in it, the colored dots have a meaning:

🔴 Dot: No current prospects in the campaign, and no actions are queued.

🟠 Dot: Current prospects are in your campaign, but no actions are queued. Prospects are awaiting conditions to go to the next step.

🟢 Dot: Current prospects are in your campaign, with actions queued for the campaign.

Edit Campaign Settings

Depending on your campaign's status, you can take various actions.

From a running campaign:

  • Edit the title of your campaign.

I suggest that you use keywords rather than a generic title. This will make it easier for you to find your way around later. 😊

  • Edit your campaign (for example, updating a connection note, a follow-up message or adding new prospects in your campaign)

  • Pause your campaign.

  • Archive your campaign.

⚠️ Archiving a campaign is definitive.

💡 Good to know

Campaigns are never completely deleted; they're archived for tracking past actions. Once archived, actions cease, and leads become available for new campaigns. 🚀

From a paused campaign:

  1. Edit your campaign.

  2. Play your campaign, so that you can resume sending actions to your prospects.

  3. Archive your campaign.

From a draft campaign:

  1. Edit the draft to finalise the steps for launching your campaign.

  2. Delete your draft.

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