Campaign Lifecycle

How campaigns are created, sent, and tracked.

Campaign Statuses

Email campaigns progress through four stages:

1. Draft: While the campaign is in draft, you can edit the content, segment, and schedule. But until you've approved the campaign, it won't be sent.

2. Approved: Once the campaign is approved, it is no longer editable and it will be sent out at the scheduled start date. But you can still make changes to it until it becomes active - you just need to move it back to "Draft" status.

3. Active: When the start date arrives, the campaign automatically becomes Active and cannot be edited again. At this point, The system begins sending emails and collecting analytics.

4. Complete: After reaching its end date, the campaign moves to Complete status. At this point you can review performance metrics but no more analytics will be collected**.

Frequently Asked Questions

Who decides when the campaign moves from one status to the next?

• Draft → Approved: You decide when to move the campaign from Draft to Approved. This can be done manually or the Email Agent can do it on your behalf.
• Approved → Active: This transition occurs automatically at the moment of the campaign's start date.
• Active → Complete: The campaign automatically moves to Complete at the moment of the end date.

Can you move between statuses?

You can move a campaign between Draft and Approved up until the start date. But after that, you can no longer change the campaign's status yourself.

When can I change my campaign's content, segment, or other attributes?

You can modify any aspect of the campaign, including content, segment, or other attributes, right up until the start date. Once the start date is reached, all campaign details become frozen, and the emails are sent.

When do the emails actually get sent?

Emails begin to be sent at the moment of the start date. While they may not all be sent instantaneously, they are typically processed within 5-10 minutes.