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How To Manage Your Campaign?

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

Alex avatar
Written by Alex
Updated over 2 weeks ago

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 shows all the steps in your campaign. You can edit steps, add new ones, change your messages, or adjust timing between actions.

Editing Your Sequence

To change your campaign:

Click any step to edit it

Update the message or timing

Click Save when done

Use the + button to add new steps

Click the trash icon to delete a step

Progress Stats

What is it?

Progress Stats shows you how many contacts have completed each step in your campaign. It's a simple way to track your campaign's progress in real-time.

How to read it:

For each step, you'll see two numbers like this: 40/95

First number (40) = contacts who completed this step

Second number (95) = total contacts in this step

Example:

Invite to connect: 130/130 → All done! All 130 contacts got invitations

Follow-up message: 40/95 → 40 people got the message, 55 are still waiting

Why it's useful:

See if your campaign is running smoothly

Spot where contacts are waiting

Know when to expect your campaign to finish

That's it! Your changes will apply to contacts who haven't reached that step yet.

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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