Managing your campaigns
Swrve’s Campaign center provides a centralized, customizable view of all your campaigns. Filter your campaign view by state, channel, content, and schedule, and quickly view important details and metrics for individual campaigns without leaving the page. Create campaigns directly from the Campaign center using a streamlined workflow.
Customizing your campaign view
Use the available filter conditions to personalize your campaign view from a broad overview of all your campaigns to a small set of targeted campaigns based on your personal requirements. The default view is all campaigns, but after you personalize your campaign view, the filter set is automatically saved in the most recent state until you clear the filters or make another selection. To clear your filter conditions and return to the default view, select Clear Filters. You can also use the search box to filter your campaigns by keyword.
Customize your campaign view using the following filter options:
Filter | Applies to |
---|---|
State – Filters campaigns by the current state | |
Draft | Campaigns that are created but not yet scheduled or launched. |
Pending | Campaigns that are scheduled but haven’t reached the start date, or launched and in the process of sending. |
Active | Scheduled campaigns where the start date has passed, or any one time notifications, quick push notifications, or other campaign types that were launched immediately. |
Inactive | Previously active campaigns that were stopped, paused, or set to inactive. |
Finished | Campaigns that have finished sending or reached the scheduled end date. |
Archived | Campaigns that are manually archived. |
Failed | Campaigns that failed to send due to an error. |
Channel – Filters the list by campaign delivery channel | |
Push notification | Push notification campaigns. Use the secondary filter to select specific notification types—Standard, Via API, Quick, or Geo triggered. |
In-app message | In-app message campaigns |
Conversation | Conversations campaigns |
Email campaigns | |
SMS | SMS campaigns |
Location | Legacy location-based campaigns. (Note: Location campaigns are deprecated and have been replaced by geo-triggered push notification campaigns. To filter for Geo Push campaigns, select Push Notification as the channel, and then Geo triggered as the notification type.) |
Background update | Background update campaigns, both standard and via API. |
Embedded campaigns | Embedded campaigns |
Tags – Filters the list by campaign tags | |
Tag | All campaigns associated with the selected tag(s). |
Content – Filters the list by the campaign creator, created on date, or content | |
Created by | Campaigns that a selected user created. |
Created date | Campaigns that were created on or during the specified time frame. |
Localized | Campaigns that include localized content. |
A/B tested | Campaigns that include A/B tested content. |
Schedule – Filters the list by the scheduled campaign frequency | |
One time only | Campaigns that were sent as a one-off occurrence. |
Recurring | Campaigns that are sent on a recurring schedule. |
Filtering by tags
To filter your campaigns by tags, expand the tags section, and then search for or select the desired tags from the list.
For more information on creating and managing tags, see Campaign tagging.
Filtering by dates
To filter your campaigns by dates, select the timeline (After, Before, Between, On), and then enter or select the desire dates from the calendar.
Sorting campaign results
To order the displayed campaign results by various options, use the Sort by list.
Viewing campaign details
To quickly view basic campaign details and high-level metrics, on the campaign card, select View metrics .
Depending on the delivery channel, the following details are displayed in the expanded card view:
- Campaign details – displays the campaign status, owner, date created, and date last updated. Also displays number of variants and languages for localized or A/B tested campaigns, and campaign start and end dates, if relevant.
- Metrics & performance – displays audience, engagement, and influenced metrics, if relevant, plus any custom metrics set when you created the campaign. For more information on channel-specific metrics, see the related campaign report page:
To view campaign details or make changes to a campaign, select the campaign name, Edit campaign or Actions . For more information on the actions available from specific campaign reports, see the related links above.
Downloading campaign reports
To access the Download Campaign Reports screen, select Download campaign csv .
For information on how to download your campaign reports as CSV files, see Downloading campaign reports.
Creating new campaigns
Create a campaign directly from the Campaign center by selecting Create campaign and selecting the relevant channel.
After you select the delivery channel, you’re guided through the associated campaign workflow. For more information on how to create specific campaigns, see the following tutorials:
- Push notifications:
- In-app messages
- Conversations
- Email and SMS
- App Updates
Stopping a campaign
To end an active campaign, on the campaign summary card, select the campaign name link or Edit campaign . The actions taken to stop a campaign depend on the campaign channel:
- Push notifications: To stop a sending, recurring, or push via API campaign, select Stop campaign.
- In-app messages, Conversations, and Embedded campaigns: To pause and edit an active campaign, select Pause & Edit. To end and automatically archive a campaign, select End Campaign.
- Email and SMS: To stop a sending or recurring campaign, select Stop campaign.
- Background updates: To stop a sending, recurring, or update via API campaign, select Stop campaign.
Next steps
- Take a tour of our redesigned dashboard! For more information, see Swrve dashboard 3.0.
- Create a new campaign. For more information, see Campaign overview and channels.