Available Actions in the Email Campaigns List Page - Online Help | Zoho Campaigns

Available Actions in the Email Campaigns List Page

The Email Campaigns list page helps you manage and organize all your email campaigns from one place. Whether you want to find a specific campaign, organize campaigns into folders, create copies of existing campaigns, or delete unwanted campaigns, you can perform all these actions directly from the campaign list page. This document explains the different actions available in the email campaigns list page and how to use them.

Filter Campaigns 

If you have a large number of email campaigns, filters can help you quickly find campaigns that match specific conditions.


You can create filters based on:

  • Email statistics such as opens, open rate, clicks, replies, bounces, etc.

  • Campaign details such as campaign name, campaign type, status, subject line, associated segments, etc.

To apply a filter,

  1. From the Navigation toolbar, click Campaigns and then Email.

  2. Click the Filter icon at the top-left corner of the page.

  3. Select the required criteria.

  4. Click Apply.

Create a Custom View 

Custom views help you save frequently used filter criteria so you can access important campaigns quickly without setting the filters every time.

To create a custom view

  1. From the Navigation toolbar, click Campaigns and then Email.

  2. Click the More icon.

  3. Click Create Custom View.

  4. Enter a name for the view.

  5. If required, choose to share the custom view with other users in your workspace.

  6. Select the criteria for the view.

  7. Click Create View. Once created, the custom view will appear in the campaigns listing page.

Move Campaigns to a Folder 

Folders help you organize email campaigns based on projects, departments, products, seasons, or any other category that suits your business.

To move a campaign to a folder,

  1. From the Navigation toolbar, click Campaigns and then Email.

  2. Select the checkbox next to the campaign you want to move.

  3. Click Move to Folder.

  4. Select an existing folder.

  5. You can also create a new folder by clicking Create Folder and then move the campaign into it.

Clone a Campaign 

The Clone option allows you to create an exact copy of an existing email campaign. This saves time when creating campaigns with similar content or configuration.

  1. To clone a campaign,

  2. From the Navigation toolbar, click Campaigns and then Email.

  3. Hover over the campaign you want to clone.

  4. Click the More icon next to the campaign.

  5. Click Clone. A copy of the selected campaign will be created.

Edit a Draft Campaign 

You can make changes to campaigns that are currently in the Draft status.

To edit a draft campaign,

  1. From the Navigation toolbar, click Campaigns and then Email.

  2. Click the draft campaign you want to edit.

  3. Make the required changes and save them.

Delete a Campaign 

If a campaign is no longer required, you can permanently remove it from your account.

To delete a campaign,

  1. From the Navigation toolbar, click Campaigns and then Email.

  2. Hover over the campaign you want to delete.

  3. Click the More icon next to the campaign.

  4. Click Delete.

  5. Click Delete again in the confirmation pop-up.

Notes
Note
Deleted campaigns cannot be restored.

Search for a Campaign 

If you know the name of the campaign you're looking for, you can use the search option to find it quickly instead of scrolling through the entire list.