Campaigns-New Page Module

Campaigns-New Page – Full Description & Relationships
 

What the Campaigns-New Page Is
 

The Campaigns-new page is Biz1’s central campaign management workspace.
It is where organizations design, run, control, and analyze campaigns that communicate with customers through structured, automated flows.
 

A campaign in Biz1 is not a single message.
It is a flow-based process made of multiple steps—messages, actions, decisions, and automations—executed over time for customers.
 

This page combines creation, execution, and reporting into one unified interface.
 


Why This Page Exists (Business Purpose)
 

The Campaigns-new page exists to let teams:
 

  • Design multi-step customer journeys

  • Automate communication (Email, SMS, WhatsApp, files, logic jumps)

  • Control when campaigns start, stop, or reset

  • Track performance and results across customers

  • Use campaigns consistently across Sales, Marketing, Telemarketing, and Automation
     

Without this page, campaigns would be scattered across tools.
With it, everything is visual, controlled, and measurable.
 



Where the Page Lives
 

  • URL: dashboard/campaigns-new

  • Controller: Campaignsnew.php

  • Main View: camp-all.php

  • Sidebar Location: Customer → Campaigns

  • Permission Controlled: via module_sidebarmenu_campaigns_new
     

Only users with campaign access see this page.
 



High-Level Layout (How the Page Is Structured)
 

The page is visually divided into three major zones that work together.
 



1. Top Header Area – Context & Global Actions
 

At the top of the page, users immediately understand where they are and what they can do.
 

What users see here
 

  • Page title: “Campaigns”

  • Current campaign name: Shows which campaign is active

  • All Campaign Statistics button

  • Help icon
     

What this area is used for
 

This area provides global awareness and reporting:
 

  • Viewing overall campaign performance

  • Opening statistics without editing flows

  • Switching mental focus from “building” to “analyzing”
     

This keeps reporting accessible but separate from editing logic.
 



2. Left Sidebar – Campaign Management Panel
 

The left panel is the campaign directory.
It defines what campaign you are working on.
 

What it contains
 

  • A collapsible Campaigns list

  • Each campaign name (from camp_all.name)

  • A close/remove icon per campaign

  • Create Campaign button
     

How it works
 

  • Clicking a campaign loads:
     

    • Its flow

    • Its settings

    • Its statistics context
       

  • Creating a campaign inserts a new record into camp_all

  • Removing a campaign deletes it and its flow
     

This sidebar makes campaigns behave like projects—easy to switch, easy to manage.
 


3. Right Main Area – Control Panel + Flow Builder
 

This is the core working space.

It combines campaign control, settings, and the visual flow builder.
 


Campaign Control Buttons (Top Right)
 

These buttons directly affect campaign execution:
 

  • Start Campaign

    Begins campaign execution for assigned customers
     

  • Stop Campaign

    Immediately pauses execution
     

  • Remove All Customers

    Clears all campaign participants (resets campaign_jobs)
     

  • Statistics

    Opens performance data (filtered by date or campaign)
     

These actions operate on campaign_jobs, not just UI state.
 


Campaign Settings (Gear Icon)
 

Campaign settings are per-campaign, not global.
 

Here you configure:
 

  • Email type (HTML / template-based)

  • Sender identity

  • Organization context

  • Flow owner or sender user
     

Saving settings updates the camp_all record.
 

This ensures that each campaign can behave differently, even within the same organization.
 


Campaign Flow Builder (Visual Canvas)
 

This is the most powerful part of the page.
 

What it is
 

A visual tree-based builder that represents the campaign logic as a flowchart.

Each node represents a step in the campaign.
 

Supported step types
 

  • Text message

  • Email (template or custom)

  • SMS

  • Picture

  • File

  • Jump-to logic

  • Automation trigger

  • Design step (visual grouping)
     

Steps are stored hierarchically using parent_id in campaign_list.
 


How users build a campaign
 

  1. Select a campaign from the sidebar

  2. Open the step modal

  3. Choose a step type

  4. Configure content (message, file, template, automation)

  5. Save the step

  6. Connect steps visually to define flow order
     

This creates a controlled, repeatable journey for customers.
 



Step Modal – Editing Campaign Logic
 

When adding or editing a step, a modal appears.
 

This modal allows:
 

  • Editing message content

  • Selecting email templates

  • Uploading files

  • Defining jump conditions

  • Connecting automation actions
     

Each save inserts or updates a record in campaign_list linked to the campaign.
 



Data Model (How Campaigns Are Stored)
 

Campaign Header – camp_all
 

This table defines what the campaign is:
 

  • Name

  • Owner

  • Sender configuration

  • Organization context

  • High-level settings
     

Each row = one campaign.
 



Campaign Flow – campaign_list
 

This table defines how the campaign works:

 

  • Each row = one step

  • parent_id defines flow order

  • Step type defines behavior

  • Content and references stored per step
     

Together, these rows form the flow tree.
 



Campaign Execution – campaign_jobs
 

This table defines what is happening right now:
 

  • Which customer is in which step

  • Execution progress
     

  • Used for:
     

    • Running campaigns

    • Statistics

    • Stopping / resetting campaigns
       



Relationships with Other Modules
 

Customers (CRM)
 

Campaigns operate on customers from contact_us.
 

  • Customers are added via folders, lists, or assignments

  • Campaign progress is tracked per customer

  • Removing customers clears campaign_jobs
     

Campaigns and Customers are tightly linked
.



Email, SMS, WhatsApp
 

Campaign steps can send messages using:
 

  • Email templates

  • SMS senders

  • WhatsApp providers
     

They reuse the same infrastructure as:
 

  • WhatsApp Settings (plans, templates, providers)

  • Email/SMS credits (email_sms_plans_paid)
     

Campaigns do not reinvent messaging—they orchestrate it.
 



Missions & Calendar
 

Campaigns can trigger:
 

  • Task creation

  • Follow-ups

  • Automation events
     

This connects campaigns to daily operational work.
 


Dashboard & Reporting
 

Campaign statistics feed into:
 

  • Campaign analytics modals

  • Dashboard KPIs

  • Performance tracking
     

Campaigns are part of business intelligence, not just marketing.
 



Telemarketing
 

Telemarketing loads campaigns from camp_all.
 

Agents can:
 

  • Work on assigned campaigns

  • Follow predefined flows

  • Ensure consistency across calls
     

Campaigns act as scripts + automation for telemarketing.
 



Permissions & Visibility
 

  • Page visibility controlled by sidebar module permission

  • Actions (start/stop/delete) may be role-restricted

  • Campaign data is isolated per organization
     



End-to-End Flow (In Plain Words)
 

  1. User opens Campaigns-new

  2. Creates a campaign

  3. Designs a multi-step flow

  4. Configures sender and settings

  5. Assigns customers

  6. Starts the campaign

  7. Customers move through steps

  8. Progress is tracked

  9. Statistics are reviewed

  10. Campaign is stopped, adjusted, or reused
     



Final Summary
 

The Campaigns-new page is:
 

  • A visual campaign builder

  • A campaign execution controller

  • A reporting and analytics hub

  • A bridge between CRM, messaging, automation, and sales
     

It transforms campaigns from “messages” into structured, repeatable, measurable business processes.


 

information_img