Campaigns dashboard overview

Campaigns dashboard overview

The Campaigns dashboard is where you create, organize, and manage your email campaigns. While the dashboard guides you through building and sending emails, it also offers several helpful tools for managing campaigns at every stage—from concept to delivery.

Standard Dashboard View

When you land on the Campaigns homepage, you’ll see a list of campaigns that are either in progress or scheduled. The Status column shows where each mailing stands:

  • New: Campaign is in progress and has not yet been tested.

  • Draft: Campaign is in progress and has been tested at least once.

  • Scheduled: Campaign is finalized and set to send on a specific date and time.

This status overview gives you a quick snapshot of what’s in motion and what needs attention.


Searching for Campaigns

Your campaigns You can easily locate campaigns using the search bar at the top of the dashboard:

  • Enter keywords related to the campaign name or content.

  • If your campaigns are organized into folders, check the option to search within subfolders.

    • Note: This option is only available while in the root folder. If you do not see this checkbox, then click on the 'Campaigns' folder

This is especially helpful when managing large volumes of mailings or revisiting older campaigns.


Editing a Campaign

Need to make a change to a campaign before it sends?

  1. Hover over the campaign name in the dashboard.

  2. Click on the Edit & more options menu (three dots to the right).

  3. Select Edit to reopen the campaign in the builder workflow.

You can edit campaigns in any status—New, Draft, or Scheduled—until they’ve been sent.

Cloning a Campaign

Campaigns can be copied or cloned in order to create a duplicate of the campaign. Cloning and Copying both result in new Draft campaign being created with the same settings and design as the original. Draft and Scheduled campaigns can be Copied, while Sent campaigns must be cloned. It is also possible to copy or clone your campaign to another account in Delivra, if you have multiple. 

To copy or clone a campaign, simply hover over the selected campaign and click the drop-down arrow at the far right of of the record. Then, give your new campaign a name, select the destination account if copying to a different account, select your preferred folder, and click 'OK'


Organizing Campaigns with Folders

Campaigns can be organized into Folders for convenient storage. To create a folder, click "+ New Folder" text beneath the "Campaigns" root folder. Folders can contain an unlimited number of Campaigns, as well as Subfolders for further organization. To return to the root folder, click the "Campaigns" folder again. To keep your campaigns dashboard tidy, use folders to group them by:

  • Time period (e.g., Q1, Fall 2025)

  • Topic (e.g., Newsletters, Promotions)

  • Type (e.g., Product Launches, Events)

During the campaign creation process, you can:

  • Assign your new mailing to an existing folder, or

  • Create a new folder on the fly.

Folders make it easy to manage and retrieve campaigns over time, especially for teams collaborating across projects.

For any questions about managing campaigns or using the Campaigns dashboard, reach out to our Support team at support@delivra.com.

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