Overview
Inside each campaign, the Overview tab shows a summary of performance: mailed counts, spend, and delivery status breakdowns with an adjustable date filter.
Click into a campaign to see its Overview page. At the very top you'll see other tabs for Results, Creative, One Time Sends, Exceptions (if you have any stalled mailers due to budget caps or insufficient funds), and Settings.
Right below have the Mailed number which includes all requests that have or will likely move to production within the selected date range, total Spend which includes any requests that have or will incur a cost as it moves through the system (i.e. production and/or data appends), and Last Mailed date.
For easy visuals there is also a bar graph logging Mailings Created and a pie chart of Mailing Statuses - this is especially useful for detecting a high number of suppressions or delayed mailings.
All data and graphs are controlled by the adjustable calendar. Click the three dots to the right of the calendar to Pause and Archive a campaign.
Campaign Active indicates a campaign is available for launch. A campaign will not start mailing unless it is hooked up to a live trigger or specifically launched via One Time Send.
Campaign Details
Below the graphs you'll find the Campaign details which includes your Campaign ID (for third-party integrations) along with a summary of the current campaign settings such as Address Enrichment, Holdouts, daily and weekly budgets.
To make adjustments to any of these, head to the Settings tab at the top.
History
Keep scrolling down to find your campaign History. Here you will see all mailers, their status, and you can click into individual mailers to see creative on an individual level, as well as an Event Log to track the mailer through the mail stream in real time. These updates we receive directly from USPS scan data.
You can filter mailers by status and download a CSV of the History. Us the date picker at the top of the page to apply specific dates.
When testing third-party integrations for triggered campaigns, you should see successful test requests come through the History section as well. You can click into each request to see the creative populate with the data sent over in your Request Details. This is how you confirm a successful integration before setting your campaign live to production.
Exceptions
If you see an Exceptions tab appear at the top, this indicates there are mailers that did not process due to insufficient funds, daily/weekly budget exceeded, or insufficient Promotion codes.
Once funds or codes have been added, mailers can be retried.
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