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Campaign Management User Guide

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Overview

The Campaign Management module in Elook.ai allows users to create, schedule, and monitor campaigns efficiently. This guide provides step-by-step instructions for managing campaigns.

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Accessing Campaigns

To access campaigns:
  1. Click on Campaigns in the left sidebar.
  2. View the list of all created campaigns, including their status, delivery rate, and read rate.
  3. Click on Create Campaign to start a new campaign.

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Creating a New Campaign

To create a campaign:
  1. Click Create Campaign.
  2. Enter a Campaign Name.
  3. Select a Template from the available message templates.
  4. Choose recipients by selecting contacts or groups.
  5. Schedule a sending time using the date and time picker.
  6. Optionally, check Skip Scheduling & Send Immediately to send the campaign instantly.
  7. Click Save to finalize the campaign.

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Managing Existing Campaigns

The Campaigns dashboard displays details about each campaign, including:
  • Campaign Name
  • Template Used
  • Delivery Rate – Percentage of messages delivered successfully.
  • Read Rate – Percentage of messages that have been opened.
  • Status – Indicates whether the campaign is Completed, Ongoing, or Failed.
To manage campaigns:
  1. Click the three-dot menu next to a campaign.
  2. Options available:
    • View Details – See recipient-wise delivery status.
    • Edit – Modify campaign details before sending.
    • Delete – Remove the campaign.

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Viewing Campaign Details

To analyze campaign performance:
  1. Click on a campaign name to open detailed statistics.
  2. View message delivery breakdown:
    • Total Messages Sent
    • Successfully Delivered
    • Read
    • Failed Messages
  3. Click Export As CSV to download a report.
  4. Click Back to return to the main campaign list.

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Managing Message Templates

Before creating a campaign, you must have a template:
  1. Navigate to Message Templates from the sidebar.
  2. Click Add Template to create a new one.
  3. Templates have categories such as Marketing, Utility, and Notification.
  4. Click Sync Templates to update the latest templates.
  5. Use Create Template to add a new custom template.

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Best Practices

  • Segment Contacts: Organize contacts into relevant groups before starting campaigns.
  • Monitor Metrics: Check the delivery and read rates to optimize campaign strategies.
  • Use Approved Templates: Ensure message templates align with company policies to avoid delivery failures.
  • Schedule Strategically: Avoid peak hours to increase message visibility.
This guide helps you streamline campaign management efficiently within Elook.ai. 🚀