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.
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.
Customize your campaign view using the following filter options:
|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.|
|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.
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.
- 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.
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.
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
- Take a tour of our newly redesigned dashboard! For more information, see Welcome to Swrve dashboard 3.0.