You can access a set of advanced functionalities, from targeting, creating and personalizing messages, executing communications, to associated operational reports.
Messages can be accessed:
To access the list of a campaign’s marketing activities:
Go to Marketing activities from the top navigation bar.
Select Marketing activities > Marketing plans > Programs & Campaigns.
You can also directly click the Programs & Campaigns card from the home page. For more information on campaigns, refer to the Programs and campaigns section.
Select a program, then a campaign.
Click the Summary drop-down list.
Click Search to filter the way messages are displayed (by name, date, or status).
To filter recurring messages, you can check the corresponding box.
To access the full list of marketing activities from all the campaigns combined:
Select Marketing activities from the upper navigation bar.
You can also access it from the Marketing activities card on the home page. For more information on the list of marketing activities, refer to the Managing marketing activities section.
To filter the marketing activities (by name, date, status or activity type), use the Search fields to the left of the list of marketing activities.
A message’s status is represented by a specific color in the lists. The possible statuses are:
Editing (gray): the message is being edited.
In progress (blue): the message is being sent.
Finished (green): sending has finished without any errors.
Erroneous (red): sending was canceled or an error has occurred while the message was being prepared or sent.
A yellow notification banner may appear above the card when an action is required, for example when you have to confirm sending a message.