Campaigns

A campaign groups your messages around a topic or initiative so you can track performance in one place over time. 

A campaign can contain:

• Emails and texts. Both channels can live in the same campaign, so you can see how your email and SMS communications perform together.
• One-off sends or sends from a journey or keyword. A campaign can include messages you send manually, messages sent as part of a Journey, and texts triggered by a Keyword.

A single message or journey can belong to more than one campaign.

Suggested campaigns are around your company’s monthly newsletter, specific events such as open enrollment or town halls, specific people's comms i.e CEO or team's comms i.e HR, communication series like training or safety comms. 

Creating a campaign

Navigate to the Campaigns index in the top navigation bar. From here, you can create your various campaigns that you will eventually assign emails and journeys to. 

Click 'Create campaign' and you will be prompted to provide details about your campaign such as:

• Campaign name: The name of your campaign to be used for quick reference
• Start date and/or end date: Allow you to state the duration of the campaign
• Campaign notes: Description about your campaign

Campaign name is the only required field when creating a campaign. 

When creating a campaign, you can also enable a campaign archive for that campaign. A campaign archive will neatly organize all of the emails from that campaign into one convenient web-based page (and one single shareable link). 

Campaign archives allow you to share the archive link with co-workers or team members and everyone can reference past email sends around that campaign topic such as, past CEO letters, employee newsletters, product or service launches, etc. 

To read more about our campaign archive functionality, check out Campaign Archives overview

You can create a new campaign in-line within the email & journey settings. 

Adding to a campaign

Once you have a campaign created, you can add emails, texts, journeys & keywords to that campaign. 

Head to the main dashboard of your Campaign. 

• Select the 'Actions' menu
• Click 'Add messages' - this will allow you to select the messages you want to add to the campaign (or remove any if you need to make edits). 

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You can also apply a campaign at the individual asset level (on the email, text, Journey or Keyword)

To add an individual email to a campaign, you can:

• Select the campaign name within the email settings on a draft email
• Click into the Actions menu on a sent email, click Edit Email and add campaign name

To add a text message to a campaign, you can:

• Select the campaign name within the text settings on a draft text

To add a journey or keyword to a campaign, you can:

• Select the campaign name within the journey or keyword settings on a draft journey / keyword
• Click into the journey or keyword settings on an active/complete/off journey or keyword, click Edit and add campaign name

Viewing a campaign

Campaign Details:

You can access campaigns from the Campaigns index, found in the top navigation.

From the Campaigns index, you can view:

• Status – Draft, Active, or Completed
• Campaign name – The name given during setup
• Messages count - Total number of emails and texts assigned to that campaign
• Start date – When the campaign began
• End date – When the campaign was set to end
• Shared with – Workshop users who have access to the campaign
• Owner – The creator of the campaign

If you'd like to see your email and text counts separated out, you can customize your index view by clicking Edit columns in top right:

Once you click into the campaign, you can also gain access to:

• Shareable archive link: If campaign archive was enabled, this is the link to the page that hosts all emails within that campaign

Analytics:

Campaigns provide robust analytics for all emails and texts contained within that campaign, whether they were sent as one-offs or from a journey or keyword. You can even export the analytics data for a campaign to a CSV file if you’d like!

At the highest level is a campaign overview that informs you of:

• Messages sent (emails and texts)
• Recipients
• Avg. open rate (emails)
• Avg. click rate (emails and texts)

Then per channel, you have an analytics view. You can navigate between the channels within the tabs at the top of your campaign. A channel will only appear if you have messages for that channel within the campaign:

Email analytics:

While on the Email tab, you will be presented an Email overview graph that provides you:

• Total number of recipients within your emails
• Open rate
• Click rate
• Click-through rate
• Total opens
• Total clicks 

Click into the collapsed Emails section to view analytics on each individual email within the campaign, such as:

• Email name
• Sent date
• Recipients
• Open rate
• Click rate
• Click-through rate
• Status

Click into the collapsed Recipients section to view each unique recipient's analytics for that campaign specific to the emails they received, such as:

• Recipient name
• Email engagement (percentage of emails this recipient opened)
• Emails
• Email opens
• Email clicks

Survey results are now part of your campaign analytics view. If your campaign emails include any pulse surveys, those results surface directly inside the campaign, aggregated, trending over time, and easy to act on.

1. Locate the Survey Performance section within a campaign
2. Use the Survey Type dropdown to select the survey type you want to view — results will filter to all emails in the campaign that included that survey type
3. Review the aggregated response view — total responses and distributions across all matching emails in one place
4. Scroll down to the Sentiment Over Time timeline — each data point represents an individual email send that included that survey type, plotted chronologically
5. To dive deeper into a specific send, locate it in the email list below the timeline and click through to that email's individual analytics
6. Click Comments to view any written responses left on that survey type, filtered to your selected survey

Note: Pulse surveys are available in emails only. Survey results aggregate based on survey type (rating, yes/no, thumbs up/down). Surveys of the same type across multiple emails combine into one unified view automatically.

Text analytics:

While on the Text tab, you will be presented a Text overview graph that provides you:

• Total number of recipients within your text messages
• Click rate
• Opt-out rate
• Total clicks
• Total responses
  • Number of responses that included a keyword
• Total opt-outs

Click into the collapsed Texts section to view analytics on each individual text within the campaign, such as:

• Text name
• Last sent date
• Recipients
• Delivery rate
• Click rate
• Total responses

Click into the collapsed Recipients section to view each unique recipient's analytics for that campaign specific to the texts they received, such as:

• Recipient name
• Text engagement (percentage of texts this recipient clicked or responded to)
• Texts
• Text clicks
• Text responses

Editing a campaign

To edit the details of a campaign, you can click into the Actions dropdown when viewing a campaign and select Edit campaign details. 

Here you can edit details such as:

• Campaign name
• Start date
• End date
• Campaign notes
• If the campaign should have a campaign archive or not
  • To read more about our campaign archive functionality, check out Campaign Archives overview

Sharing a campaign

Any campaign you create within your Workshop account is not shared by default with other users. 

Anyone the campaign has been shared with has access to view and manage the campaign as well as, they have automatic access to all regular emails within the campaign.

Once someone has access to a campaign, they can:

• Share with others
• Add regular emails & journeys to a campaign
• Clone campaign

To share a campaign:

• After creating, you share via the Share option next to the actions dropdown.
• In your campaigns list, hover over the campaign, click the 3-dot menu, and select Share campaign. 

Campaigns are a great way to easily share like-minded emails with other users within your Workshop account. We recommend:

• Setting up a campaign around a specific topic or department
• Adding applicable emails to the campaign
• Sharing the campaign with specific individuals or a group of individuals i.e a Marketing campaign is shared with the Marketing group