Overview

Campaigns promote products through various media types and are designed with specific goals, such as building brand awareness, introducing new products, or driving conversions.

The campaign listing page in CleverTap helps you manage all your campaigns efficiently. It allows you to filter them, edit columns, view performance, organize using labels, and more. This guide walks you through all key operations on the new campaigns page.

Video Tutorial

Campaigns Operations

You can perform different actions on the campaigns from the All Campaigns page, including filtering, labeling, editing, archiving, stopping, cloning, and analyzing performance. The following sections provide a brief overview of each operation.

Filter Campaigns

You can use filters to quickly search your campaigns by Status, Channel, Time Period, creator, and more. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Click the icon. The Filters window opens on the left side of the screen.

3. Select the required filters and click Apply to view results on the All Campaigns page. If you create a filter and do not select Apply, the filter criteria are still displayed but not applied directly in the listing view. Filters are organized separately for Active and Archived campaigns.

   The following table covers the operations you can perform from the listing page:

   Filter Section	Options	Filter Description
   Saved Filters	List of Custom Filters	Select from a list of saved filters. In that case, all the fields will be automatically populated. You can also create a new filter and click Save. Filters are saved at the account level and are available for the Active campaigns.
   Status	Scheduled, Running, Stopped, Completed, Approval Pending, Rejected, Draft, Awaiting Next Run	Filters campaigns based on their current status. These options are available only for active campaigns. For more information, refer to Campaign States.
   Time Period	Campaigns Created, Started	Filters based on the time period when the campaigns were created or started. The list is automatically sorted in descending order, based on either the start time or the creation date, depending on the selected filter.
   Stats Period	Choose stats duration	Filters based on the stats period of the campaigns.
   Mobile Channel	Push Notification, In-App Message, App Inbox, Native Display	Filters based on the type of mobile channel used.
   Web Channel	Web Popup, Exit Intent, Web Push Notification, Web Native Display, Web Inbox	Filters based on the type of web channel used.
   Direct-to-User Channel	Email, SMS, WhatsApp	Filters based on the type of Direct-to-User channel used.
   Streaming Channel	Facebook Audiences, Webhook, Google Adwords, Amazon EB, mParticle, Segment, TikTok	Filters based on the type of streaming channel used.
   Created By	Filter by email ID of campaign creator	Filters based on the email ID of the person who created the campaign.
   Label	Based on labels assigned to campaigns	Filters based on the labels assigned to the campaign. Clicking Manage Labels will redirect you to the Labels page under Account Setup. You can create or manage labels as per your assigned roles.
   Delivery Type	One Time, Recurring, Multiple Dates	Filters based on the campaign delivery type.
   Segment Type	In-Action, Action, On Date/Time, External Trigger	Filters based on the type of segment used.
   External Campaigns	API Campaigns, Bulletins, Notification via Server API	Filters based on the type of external campaign.

4. Click Reset to reset all the applied filters.

📘

Time Period Filters

• By default, the Time Period filter for the Started and Created date is set to All time.
• When viewing engagement metrics in the campaign list, the Stats Period filter is set to Last 30 days by default.
• Resetting reverts the Time Period filters to default values.
• Date ranges saved in filters are relative to the current date. For example, a past 2 days filter saved on July 2nd shows July 1st–2nd as the date range. When the same filter is applied on July 20th, it automatically shows July 19th–20th as the date range.

All filters except the Delivery Type and Segment Type filters also have individual reset options. You can reset a specific filter and click Apply to view the updated results in the campaign list immediately.

Edit Columns

You can customize the campaign listing view to match your preferences. Click the Edit Columns icon to select and reorder the columns you want to show on the campaign list page. You can view up to 2000 campaigns on the listing page.

The Sent column is toggled off by default.

📘

Note

• The Campaigns listing page also displays the team each campaign is associated with. This feature is currently in Private Beta. For more information, refer to Teams Setup.
• Users can view and manage only the campaigns associated with their assigned teams. This ensures campaign visibility and actions align with the configured Role-Based Access Control (RBAC).

Add Labels

Labels allow you to tag campaigns with descriptive names or themes. Once applied, labels enable you to group your various messaging campaigns, allowing you to view their performance or identify user behaviors. For example, you can create a label called Onboarding to identify all the messaging campaigns (across all channels) related to onboarding your new users.

You can select up to 10 labels for a campaign. If a campaign already has more than 10 labels assigned from earlier configurations, they will still be visible under Selected Labels. However, in such cases, the user will not be able to select any additional labels.

📘

Naming Labels

The labels cannot start with or contain the following symbols: ”, , %, >, <, and !.

You can create and apply labels from the All Campaigns or the All Journeys page. Labels can be applied to individual campaigns from the All Campaigns page during creation. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Select the campaigns you may want to label and click the Add Label icon.
3. Select the labels you want to add. These labels are moved to the Selected Tag ID section. Click Deselect to remove any label.
4. Click Apply.

📘

Note

• When applying labels in bulk, the selected labels are applied to all selected campaigns. However, if you later select an individual campaign from that group, the bulk-applied labels do not automatically appear in the Selected Tag ID section.
• To view or manage the labels for a specific campaign, click the Labels icon next to the campaign.

You can view and export all labels to a CSV file from the Settings > Setup > Labels page. You can also edit or delete labels from this page.

Archive Campaigns

Archiving campaigns helps to keep your CleverTap account organized and clutter-free, making it easy to find and view the campaigns you want. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Select the campaigns you may want to archive and click the Archive icon.
3. Click Save to archive the selected campaigns or click Cancel to undo the action.

Running campaigns cannot be archived.

📘

Note

• Campaigns in Completed or Stopped state are automatically archived after 6 months. To view archived campaigns, click Filters and select the Archived filter.
• Archived campaigns cannot be unarchived.
• All archived campaigns (including drafts) are read‑only and cannot be published. To continue working on an archived campaign, clone it. The clone is treated as a new campaign. You can Save as draft, Schedule, or Publish the cloned campaign.

Stop Campaigns

You may want to stop a particular campaign after monitoring and evaluating its efficacy. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Select the running campaigns you may want to stop and click the icon.

3. Click Save to stop the selected campaigns or click Cancel to undo the action.

Once a campaign is published, you can stop it, but you cannot pause it. Click the icon for the campaign you want to stop and click Stop.

Clone Campaign

Cloning a campaign allows you to create a new campaign from an existing one with minimal or no modifications. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Click the icon for the campaign you want to clone and click Clone.

Edit Campaigns

All active campaigns except those in the Stopped, Completed, Rejected, or Draft state can be edited. To do so:

1. Go to Messages > Campaigns from the CleverTap dashboard. The All Campaigns page opens.
2. Click the icon for the campaign you want to edit and click Edit.

3. You can also click icon to open the campaign in a new tab and edit it. If the campaign is completed, you can view the statistics.

Campaign Reports

Selecting Campaigns from the CleverTap Dashboard opens the Campaign Reports table, where you can see all your campaigns across every channel in one consolidated view. Campaign Reports include the channel, delivery status, and key statistics to assess and compare performance.

Click Subscribe to Reports and configure the columns you want to include in the report.

You can also email a report by selecting the campaign and clicking Send Report from the Campaign Reports window or by clicking the icon from the campaign listing page.

If the report section opens with All Time as the selected time period, requesting the report automatically adjusts the date range to ±15 days. A warning message is displayed to inform the user of this change. For more information, refer to Campaign Reports.

📘

RBAC Enforcement for Campaign Operations

The campaign listing page supports Role-Based Access Control (RBAC) to ensure users can only perform actions that align with their assigned roles and team permissions. A user should first have access to the Campaigns or Journeys in general. From there, their channel-level permissions determine their role within each channel:

• Read access: If users have read access to Push Campaigns, they can view content for all Push Campaigns.
• Write access: If users have write access to certain Campaigns, they can create, edit, clone, publish, or delete content, but only for channels where they have been explicitly granted channel-level write access.

For more information, refer to Channel Level Access.

Access Behavior

Refer to the following table for access behaviour. This applies to all actions across both Active and Archived campaigns.

Access Type	Allowed Operations
Write Access	Full control over campaigns: Create, Edit, Clone, Archive, Stop, Start, Add Labels
Read Access	View campaign details, apply filters, and email campaign reports

Error Handling

If a user attempts an action they do not have permission for (for example, editing a campaign without write access), an error message is shown indicating insufficient permissions.

Campaign States

Campaign Status helps track progress and manage campaigns efficiently as follows:

For Campaigns with Creator-Approver Workflow

The following additional states apply only to campaigns created with the Creator-Approver workflow. These additional states help track the approval status of a campaign before it goes live.

Editable Fields by Campaign State

For Campaigns Scheduled for Later, you can edit the following sections of the campaign:

• Who
• What
• When

For Live Campaigns Awaiting Next Run, you can edit the following:

• What section
• Campaign name
• Message labels

Editing Rules by Campaign State

Each campaign state has distinct characteristics that determine what actions can be performed, as follows: