How do I manage my email campaigns?

It’s easy to manage your email campaigns, where you can view, delete, duplicate, edit, and reschedule emails or review reports for sent campaigns.

 Actions for each email status 

From the Client Connect page, select the Email campaigns tab. Here, you’ll see your recent email campaigns. You can sort by status (all, draft, scheduled, sent) and/or by newest or oldest.

View a campaign email
To view a campaign, regardless of its status, click the three dots (•••) for the email you want to see and select View email from the dropdown. The email will open in a preview window.


Delete a campaign
If you’d like to delete a scheduled campaign or a draft, click the three dots (•••) for the email you want to delete and select Delete from the dropdown.


Duplicate a campaign
If you’d like to duplicate a campaign, regardless of its status, click the three dots (•••) for the email you want to use and select Duplicate from the dropdown. This action will open the email editor with a copy of the campaign you duplicated. On the new draft, click Edit to make changes, and then review and send/schedule send as desired.


Edit a campaign
If you’d like to edit a draft or scheduled campaign, click the Edit button.

For scheduled campaigns, click Unschedule and edit. Edit your campaign as desired, and then set a new time/schedule send at the review step.

Unschedule or reschedule a campaign
If you’d like to unschedule or reschedule an already scheduled campaign, click the three dots (•••) on the email and select Reschedule from the dropdown.

Click Unschedule and edit, which will turn the email into a draft again. Edit your campaign as desired, and then set a new time/schedule send at the review step.


Track campaigns
For sent emails, you can see how your campaign did by clicking View report, which will take you to the campaign tracker page.

Resources:

How do I create & send email campaigns?

How do I use the email editor?

How do I understand and track email campaigns?

What are email automations?

How do I create, customize, and edit email automations?