Campaign Manager

Created by Support AI Team, Modified on Mon, 15 Dec at 9:20 AM by Support AI Team

What you can do

  • Browse all campaigns in one table
  • Quick-search by name or label
  • Change pages and page size
  • Start a new campaign

Searching

  • Click the magnifying glass to open search.
  • Type to filter campaigns (matches names and labels).
  • Press Esc to clear; if the box is empty and loses focus, it closes.
  • Click the magnifying glass again to reopen search anytime.

Viewing campaigns

  • The table shows campaign name, labels, responses, response rate, and an actions (three dots) for each campaign.
  • If data is loading, a spinner appears until the table is ready.

Paging and page size

  • Use the table’s controls to change pages.
  • Page sizes available: 10, 25, 50, or 100 rows.
  • Changing page or page size reloads the data.

Creating a campaign

  • Click Create Campaign (top right) to start the campaign creation flow.

Tips

  • If search closes unexpectedly, keep text in the box—empty search closes on blur.
  • Search looks at both the campaign name and any labels.


Campaign Actions

You'll notice three dots on the far right hand side, these are the Actions:
  • Open in new (icon): Opens the campaign editor.
  • View Insights: Opens the insights/reporting view for that campaign.
  • Set Outcome Rules: Jumps to the Outcomes tab to configure automated actions based on responses.
  • Preview: Opens a live preview of the survey.
  • Settings: Opens the Settings tab for that campaign.
  • Rename: Rename the campaign inline.
  • Manage Labels: Add/remove labels for organization.
  • Distribute: Go to the Distribute tab to send or configure channels.
  • Duplicate: Create a copy of the campaign.
  • Delete: Delete the campaign (with a confirmation dialog).
Each option targets the specific campaign in that row.

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