Campaigns

Workshop’s campaigns allow you to organize your emails around specific topics or initiatives, helping you track their effectiveness over time. 

Whether it’s your company’s monthly newsletter, open enrollment reminders, or CEO updates, campaigns give you a full view of how your messages are performing as a whole.

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 & journeys to that campaign. Multiple campaigns can be assigned to an email and/or journey.

To add an 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 journey to a campaign, you can:

• Select the campaign name within the journey settings on a draft journey
• Click into the journey settings on an active/complete journey, 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
• Email count - Total number of emails 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

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 that are contained within that campaign. You can even export the analytics data for a campaign to a CSV file if you'd like!

Within a campaign, you can view analytics such as:

Campaign overview

• Emails sent
• Recipients
• Avg. open rate
• Avg. click rate

Performance

• Recipients
• 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 within that campaign and analytics for each, such as:

• Recipient name
• Engagement
• Events
• Opens
• Clicks

Surveys in campaigns

Survey results are now part of your campaign analytics view. If your campaign emails include any pulse surveys, those results now 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: Survey results aggregate based on survey type — rating, yes/no, thumbs up/down. Surveys of the same type across multiple emails will combine into one unified view automatically.

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