Creating Campaigns, Assigning Messages to Campaigns, and Reading Campaign Metrics

Campaigns are a great way to group messages, providing you with key insights and the ability to measure metrics over time.  For example, if you have multiple newsletters that you want to keep organized together, you can place them in a Campaign and track the average of metrics from those messages in that Campaign over time.  Any tracked message can be added to a Campaign, including those with different tracking methods (Individual, Anonymous, Aggregate).

Creating a Campaign

You can create a Campaign either before or after you send a message.

To create a Campaign, go to the PoliteMail tab, click on the pull-down menu under Campaigns, and choose Campaigns.

Select New and then enter in a name for the Campaign. Then click the Update button.

Assigning Messages to Campaigns

You can assign a message to a Campaign in two different ways:

1. Open a new e-mail.

From the Message tab, turn tracking on and select Assign to Campaign to choose a campaign.

If you have set a default Campaign in your Preferences, this Campaign will appear when you turn tracking on.  You are able to change it, if needed.  

2.  You can also navigate to PoliteMail > Results and select the message(s) you want to assign into a campaign.

Select Actions > Add to Campaign

Select OK.

Reading Campaign Metrics

To open Campaign metrics, go to PoliteMail > Results > Campaigns.  Double-click on the Campaign to open the metrics page. 

The Campaign metrics page is set up similarly to an individual message metrics page, but now you are looking at the overall metrics for all the messages in the Campaign.  Please note that this is displayed as averages of all messages, and not a summary of each individual recipient’s behaviors.  

If you want to see all messages in that Campaign, click on the underlined number after Sent.  You can then click on any individual message in the Campaign to isolate those metrics.  Messages can be added to any Campaign at any time and be added to multiple Campaigns.   

You’ll also notice there is a new graph added, Metrics Over Time.