Last modified November 16, 2018 by Shelly Wolfe

Managing your campaigns (New!)

Manage all of your Swrve campaigns, across all channels, in our new unified campaign center.

Swrve’s new 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 with our new simplified workflow.

Campaign management center

Our new campaign center and redesigned Swrve dashboard are now available, take a tour with us here! To opt in to the new dashboard, on your User Menu, select Opt in to Redesign.

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 Active 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.

campaign filters

Customize your campaign view using the following filter options:

Filters Description
State – Filters campaigns by the current state
Draft Displays new campaigns that have been created but haven’t yet moved to an active state.
Pending Displays any scheduled campaigns that haven’t reached their start date or launched campaigns that are in the process of being sent.
Active Displays any scheduled campaigns where the start date has passed, or any one time notifications, quick push notifications or other campaign types that have been launched immediately.
Inactive Displays any active campaigns that have been stopped, paused, or set to inactive.
Finished Displays any complete campaigns that are past their end date.
Archived Displays any campaigns that a user has archived.
Failed Displays any campaigns that failed to be sent due to an error.
Channel – Filters the list by campaign delivery channel
Push notification Displays any push notification campaigns, including standard push (one time and ongoing), push via API, quick push, and geo-triggered notifications.
In-app message Displays any in-app message campaigns.
Conversation Displays any Conversations campaigns.
Email Displays any email campaigns.
SMS Displays any SMS campaigns.
Location Displays any legacy location-based campaigns. (Note: This feature is in the process of being deprecated for our new geo-triggered campaigns.)
Content – Filters the list by the campaign creator or created on date
Created by Displays any campaigns that a selected user created.
Created date Displays any campaigns that were created on or during the specified time frame.
Schedule – Filters the list by campaign start or end date
Start date Displays any campaigns that started on or during the specified time frame.
End date Displays any campaigns that ended on or during the specified time frame.

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.

campaign filter by date

Sorting campaign results

To order the displayed campaign results by various options, use the Sort by list.

campaign sort list

Viewing campaign details

To quickly view basic campaign details and high-level metrics, on the campaign card, select View metrics.

campaign metrics card

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.
  • Campaign 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 reports.

download campaign report

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 new campaign center by selecting Create campaign and selecting the relevant delivery channel.

select campaign channel

After you select the delivery channel, you’re guided through the associated campaign workflow.

campaign workflow

For more information on how to create specific campaigns, see the following tutorials:

Coming soon:

  • Email
  • SMS

Next steps

  • Take a tour of our newly redesigned dashboard! For more information, see Swrve dashboard 3.0.