Table of Contents:
Create a Campaign Dashboard Widget to Gain Insight into Your Campaign
- Open a campaign that you have already published
- On the top-right of the canvas, click on the Actions button and select the first option, Create Reporting Widget...
- Click Save to Dashboard
- Your new Widget will be available on your Dashboard
Pro-Tips! Infusionsoft will automatically pick the goals that will be added to the widget. Infusionsoft will prioritize goals that are near the end of the campaign first (end goals), then prioritize those at the beginning of the campaign second (start goals.) Goals that are neither at the beginning or the end of the campaign will not be available on the Campaign Dashboard Widget. In this example, you will see how Infusionsoft prioritizes the 5 goals that appear in the campaign
There is a limit of 5 goals per widget
The system automatically creates a version of each published campaign. You can also save a version whenever you wish. A version contains a snapshot of the campaign traffic sources, goals, sequences, and decisions. It is a good idea to save a version when you plan to modify it significantly by adding/removing goals and sequences. A version does not store previous content (e.g., landing page or sequence email content) or the decision point settings. Object configurations and content always reflect the most recent edits.
The versions are date stamped and stored so you can rollback the campaign to a previous version. You might decide to do this if campaign performance drops after you make significant changes to it. It is a good idea to save the current version of the campaign before you restore a previous version.
Make a Copy
This option creates a completely new campaign by copying the existing one. The edits you make to the new campaign will not affect the original. The new campaign is "unpublished" by default. If you create a new campaign, you will need to change form code and landing page links to begin using the new goal objects. You might make a copy of a campaign to speed up the process of creating a new campaign for a different audience (e.g. partners). The email, web form, and landing page styles and content from the first campaign are applied to the copy.
This option allows you to update a campaign name.
This option allows you to "undo" the work from your current session. The revert option restores the campaign to the way it looked when you first opened it during this work session. You might need to revert a campaign if you accidentally delete campaign objects or make some other kind of significant mistake.
This option sends the current version of the campaign to your printer.
Save as Image
This option allows you to save your campaign as a jpg image file
Click here to learn more.
Click here to learn more.
Deleting a Campaign
Be Careful! When you delete a campaign, it is permanently removed from your system and cannot be restored.
- Go to Marketing > Campaign Builder
- All of the campaigns are selected by default. Click on the top checkbox to deselect them, then mark the checkbox beside the campaign you want to delete.
- Click on the Actions button and select Un-publish and Delete.
- Confirm the number of campaigns selected and click on Process Action to confirm deletion.
This action will remove all contacts from the campaign and disable all automation, and all published goals/sequences will be switched to the "ready" state (striped green) to indicate that they are no longer published, but ready to be published again.
Note: The "Last 24 Hour" and "Last 30 Day" reporting data for the campaign will be preserved ("Current" will no longer be accessible at all), though it will still "expire" (e.g., 24 hours after unpublishing, the "Last 24 Hour" reporting will show all zeros because there will not have been any activity in that timeframe).
In addition, when unpublishing, the system will check to see if there are any published web forms or landing pages in the campaign. If there are, you will be presented with the option to customize the error message displayed when the forms are filled out (if a form is not removed from the user's web site, or the link to the hosted version is used).
Unpublish & Deleting within Campaign Canvas
- Viewing a campaign
- Select the "Actions" drop down
- Click "Unpublish and Delete Campaign" option at the bottom of the list
- From the modal "This action will unpublish and delete campaigns. Do you want to proceed?" click "yes" to delete campaign