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How To Manage Your Campaign?
How To Manage Your Campaign?

Campaign overview, track campaign, edit campaign, monitor campaign progress.

Alex avatar
Written by Alex
Updated this week

You can manage your existing campaigns from the campaign manager (the 'Campaigns' tab of We-Connect).

Here's how:

Go to the 'Campaigns' page of We-Connect and click on the campaign you want to manage. 

After clicking on an individual campaign, you'll be taken to the 'Overview' page, where you can see a summary of all your important campaign stats.

There are four other tabs you can use to manage individual aspects of your campaign. They are as follows:

  • Overview: The overview tab allows you to add contact lists to your campaign, view campaign reports, and view recent activity. 

  • Contacts: The contacts tab allows you to add contacts to your campaign, export contact data, review contact status, tag to blacklist contacts, and filter your contact list.

  • Inbox: The inbox tab is where you can respond to and manage LinkedIn messages and emails from that campaign.

  • Sequences: In the sequences tab, you can add, change, or delete your campaign steps.

  • Settings: Change your action limit, advanced filters, and campaign schedule.

We go into more detail on each page below.

Contacts

On the Contacts tab, you can view all the contacts in your campaign and their statuses. Clicking on a contact name highlights the bio of the respective contact on the right-hand panel. 

You can also search for an individual contact by typing their name in the search bar. Remove, blacklist, or tag contacts from this screen by selecting the contact and choosing the desired action.

You can also sort contacts by status by clicking the "Filter" dropdown. You can further filter by tags, message status (i.e., unread messages, leads, follow-ups, archived), and lists used in the campaign.

Inbox

The inbox tab allows you to respond to and follow up with contacts manually. Similar to the 'Contacts' tab of the campaign manager, you can view a contact's bio and tag or add notes about them.

Sequences

The Sequences tab displays all the campaign steps included in your campaign. You can edit or add an additional step, your messaging, or the time frame between actions from this screen.

Once you edit a step, a save button will appear automatically. Click save when you are done.

Settings

From this screen, you can review and edit the settings, including daily action limits, enable or disable the randomize feature, advanced filters, and campaign schedules.

Again, hit the 'Save' button to confirm the changes to your campaign.

If you have any additional questions about managing your campaign, don't hesitate to contact our support team; we're always happy to help.

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