Campaigns Page Module

- Campaigns Page – Complete Business Description

- What Is the Campaigns Page?

The Campaigns Page is the central hub for creating, managing, scheduling, and tracking marketing communication campaigns sent to customers through SMS, Email, and WhatsApp.

It enables businesses to:

Reach many customers at once
Control when messages are sent
Track campaign progress and results
Stop, resume, duplicate, or analyze campaigns at any time

In simple terms:

This page controls all outbound marketing communication in one place.

- Why the Campaigns Page Exists

Modern businesses need to:

Communicate consistently
Schedule messages in advance
Use multiple channels
Track engagement
React quickly if something needs to stop or change

The Campaigns Page solves this by providing:

A visual overview of all campaigns
One-click control over campaign status
Clear separation between planning, execution, and reporting

- Campaigns Page – Big Picture Layout

The page is designed for clarity and speed, even when managing many campaigns.

It is divided into four main areas:

Top Application Header – global navigation
Left Sidebar – module navigation
Main Campaigns Area – campaign cards & controls
Right Sidebar – team visibility & collaboration

- Main Campaigns Dashboard (Core Area)

- Page Title

“Campaigns”

Clearly indicates that this area controls all marketing campaigns.

- Campaign Tabs

Campaigns Tab

Shows all campaigns in a visual card layout
Report Tab

Displays analytics, engagement data, and performance metrics

This separation keeps creation and analysis cleanly organized.

➕ Creating a New Campaign

The “+ NEW CAMPAIGN” button is the primary action on the page.

When clicked, it allows users to:

Choose campaign type (SMS / Email / WhatsApp)
Write or design the message
Select customers
Schedule delivery
Save and activate the campaign

This flow ensures no accidental sending and full control before execution.

- Campaign Cards – Visual Overview

Each campaign is displayed as a card, making it easy to scan many campaigns quickly.

Every card represents one complete marketing campaign.

- Campaign Card – What It Shows

Each card includes:

- Campaign Identity

Campaign name
Unique campaign ID
Short description or message preview

This helps users instantly recognize the purpose of the campaign.

- Campaign Date Range

Start date
End date (if applicable)

Clearly communicates when the campaign is active or scheduled.

- Campaign Status (Highly Visual)

Campaigns use clear color-coded statuses:

Sent

Campaign has already been delivered
Waiting

Campaign is scheduled or paused

These colors allow users to understand campaign state at a glance.

- Channel Indicators

Icons on the card show which communication channels are used:

This prevents confusion and helps ensure the correct channel is used.

▶️ Quick Action Controls

Each card provides instant controls:

Play / Start – run or resume a campaign
Stop – immediately pause a campaign
Expand – view more campaign details
Duplicate – create a copy for reuse
Delete – remove the campaign safely

This allows full campaign control without leaving the page.

- Searching & Sorting Campaigns

- Search Bar

Users can search campaigns by:

Name
Description
Keyword

Search works instantly and helps manage large campaign lists.

- Sorting Options

Campaigns can be sorted by:

Date
Status
Name
Type

This helps users prioritize:

Upcoming campaigns
Active campaigns
Recently completed campaigns

- Campaign Types Explained

- SMS Campaigns

Short, direct messages
Ideal for reminders, alerts, promotions
Requires SMS credit balance
Character limits apply

✉️ Email Campaigns

Rich HTML emails
Support templates and attachments
Ideal for newsletters, offers, announcements
Tracks opened and unopened emails

- WhatsApp Campaigns

High-engagement messaging
Uses approved templates
Ideal for confirmations and follow-ups
Requires WhatsApp credits/provider setup

⏰ Campaign Scheduling

Campaigns can be:

Sent immediately
Scheduled for a specific date and time
Paused and resumed later

Scheduling ensures:

Messages reach customers at the right moment
Campaigns align with business hours and time zones

- Customer Targeting

Campaigns are sent only to selected customers.

The system ensures:

Email campaigns → only customers with email
SMS / WhatsApp → only customers with mobile numbers

This prevents delivery errors and improves success rates.

- Internal Campaign Status (Business Control)

In addition to system statuses, users can create custom internal statuses, such as:

Draft
Approved
Needs Review
High Priority
Seasonal

These internal statuses help teams:

Coordinate work
Track approval stages
Organize campaigns internally

- Campaign Reports & Performance

The Report tab provides insights such as:

How many messages were sent
How many emails were opened
Which customers responded
Which campaigns performed best

This allows data-driven decisions for future campaigns.

- Campaign Duplication (Reuse & Scale)

Any campaign can be duplicated with one click.

Duplicated campaigns:

Copy message content
Copy customer selection
Reset status to “Waiting”

This is ideal for:

Monthly promotions
Seasonal campaigns
Repeating announcements

- Automation & Follow-Ups

Campaigns can trigger automations, such as:

Follow-up email if unopened
WhatsApp message after email opened
Task creation for sales teams

This connects campaigns to the broader Automation & CRM system.

- Safety, Control & Confidence

The Campaigns Page is built to prevent mistakes:

Permission-based access
Credit validation before sending
Manual start/stop control
Clear visual feedback

Users always know:

What is scheduled
What has been sent
What is currently running

- Final Summary

The Campaigns Page is a complete marketing command center.

It allows businesses to:

Create multi-channel campaigns
Schedule communications
Target the right customers
Monitor campaign progress
Analyze results
Integrate with automation workflows

In one sentence:

The Campaigns Page turns customer communication into a structured, trackable, and controllable business process.