Navigating the Campaigns Page

In this video, I'm going to give you a quick tour of the Usergems campaign page and show you how to navigate it.

All of your campaigns are managed in a single page right here inside of the Campaigns tab.

The numbers on the side indicate their priority.

You can click this button to drag, drop and reorder them if you'd like.

So this way, if a prospect happens to fit multiple campaigns, prioritization will determine which one that prospect gets routed to.

Each campaign shows its type, when it was last run, and overall stats for how many contacts were processed versus how many are still pending.

Underneath the campaign name you'll see its branches, outbound, marketing, or both, along with how many actions they have.

Click this dropdown to expand a campaign and see the full set of steps inside of each branch.

And for a closer look, hover over any campaign and click this preview icon.

You'll see here an audience will sit up at the top and the branches will run alongside underneath of it.

If you'd rather see all of this at once, toggle on Full Details in the upper right hand corner and watch as all of your campaigns expand for more details.

Full Details also will bring in the scheduled column so that you can see a glance at when each campaign is expected to run.

Next to that is Group by type.

Turning it on sorts your campaigns into their tagged category.

You can change these categories at any time or create brand new ones.

The stats at the top of the page also work as filters.

If I want to check which companies are scheduled for today, I can simply click into this and watch as my campaigns filter automatically.

If I want to see which ones need review, I can jump to this category right here.

Your Archive campaigns live in the Settings menu where you can search for old ones and reactivate them if needed.

This is also where you'll find limits and logs to see how your campaigns are running.

If you have any questions, feel free to reach out to your CSM and we'd be happy to walk you through this live.