Campaign Third Pane - Overview

Updated 

When you open a Campaign in the third pane, you can access in-depth information about the campaign including the campaign's overview details and the entities it is currently associated with. 

To Navigate to Campaign Third Pane

  1. Click the New Tab icon, navigate to Sprinklr Marketing Marketing Tab, and click on ‘Campaigns’ within Plan.

  2. On Campaigns window, hover over the Options icon next to your desired campaign, and select View Details. 

Campaign Third Pane - Overview

When you open a campaign in the third pane, the information related to the campaign will be displayed into five tabs. The Overview Tab provides the basic details of the Campaign such as associated entities, enabled properties, duration, etc.

From the Overview tab, you can preview tasks and take quick actions such as adding a new task, applying macro, edit, collaborate, etc.

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Term

Description

1

Duration

View the duration of the campaign i.e. its start and end date. 

2

Associated Entities

View entities associated with the campaign such as sub-campaigns, events, messages and paid initiatives.

3

Macro

Click to apply a macro on the campaign.

4

Open Campaign

Click to open the campaign. Here you can view further details associated with the campaign.

5

Edit

Click to edit the campaign. 

6

Clone

Click to make a clone of the campaign.

7

Options

Hover over the Options icon to perform additional actions such as Initiate Workflow, Lock, , Archive, Add Message, Add Sub-Campaign, View Analytics, Web Analytics, etc.

8

Status

View the current status of the campaign by hovering over the colored dot. 

9

Collaboration

View comments or replies made on the campaign.

10

Tasks

View the tasks created on the campaign. You can also update the following without navigating to the task third pane:

  • The Status of the Task

  • The Assignee

  • The Due Date

  • The Task Queue