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📢 Campaign Management

The Campaign Management module in C360 allows you to plan, launch, and monitor marketing campaigns that engage your audience through emails, webinars, and other activities.

To access it: ➡️ Go to Marketing → Campaign from the left-hand menu.

📋 Managing Campaigns​

The Campaigns section provides a clear overview of all campaigns. You can toggle between List View and Grid View for easier management.

🔎 Actions In The List And Grid View​

  • Search campaigns by name
  • Add a new campaign
  • Assign campaigns to user groups
  • Delete campaigns (single or bulk)
  • Toggle between List / Grid View
  • Status modification (Draft / Published / Expired)

✏️ Edit → Pencil icon
🗑️ Delete → Trash icon

🖥️ Campaign Views​

The List View displays campaigns in a structured table format for quick scanning and comparison.

FieldDescription
Campaign NameName of the campaign
DescriptionBrief summary of the campaign
Created DateCampaign creation date
Modified DateLast updated date
StatusDraft / Published / Expired
ExpirationEnd date of the campaign (if set)
ActionsAssign, Edit, or Add/View Activities
Campaign List View
Campaign List View

Campaign Flow​

🔍 Search & Filter Campaigns​

Search Campaigns​

  • Enter a campaign name in the search bar
  • Press Enter or click the search icon
Search campaigns by name
Search campaigns by name

Filter Campaigns​

You can refine campaign results using filters.

Available Filters
  • Country → Campaign location
  • Language → Campaign language
  • Industry → Vertical focus (IT, Healthcare, etc.)
  • Products → Related products
  • Audiences → Target segments
  • Campaign Category → Promotional, Informational, etc.
  • Status → Draft / Published / Expired
  • Created / Modified Dates → Time-based filtering
  • All Campaigns/ My Campaigns / Campaigns Assigned To Me
note
  • All Campaigns: Created by me/Assigned to me/Created by below users.
  • My Campaigns: Created by me
  • Campaigns Assigned To Me: Campaigns that were assigned to me by another user.
Filter options for campaigns
Filter options for campaigns

👥 Assigning Campaigns​

  1. Select one or more campaigns from the list.
  2. Click Assign To in the top bar.
  3. Select the appropriate user group and confirm the assignment.
Assign campaigns to user groups
Assign campaigns to a user group

🗑️ Deleting Campaign​

  1. Select the checkbox(es) for the Campaign you want to delete.
  2. Click the Delete icon .
  3. Click on Yes from the confirmation pop-up if you want to delete.
Delete selected Campaign
Delete selected Campaign

✏️ Adding or Editing Campaigns​

When creating or editing a campaign, the interface is organized into tabs. Complete the required fields (marked with *) and click Save to proceed.

General Information (Required Fields)​

  • Campaign Name — Title of the campaign
  • Category — Promotional / Informational / Seasonal
  • Status — Draft / Published / Expired
  • Description — Brief summary of the campaign
  • Thumbnail — Visual identifier
  • Language — Primary campaign language
  • Estimated Budget — Planned budget allocation
  • Expiration Date — Campaign end date (if applicable)
Campaign general information
Campaign general information
note

Once you save the General Information and Attributes, the Activities tab becomes available for configuring campaign activities.

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📑 Campaign Activities​

Each campaign can include one or more Activities (e.g., Emails, Webinars). Activities can be managed in List View or Grid View, and support the following actions:

  • Preview
  • Clone
  • Edit
  • Delete
  • Execute
  • Status modification (Draft / Published / Expired).
  • Details Page View : Clicking on the activity name opens a detailed view with all relevant information.
  • View Description : Hover on the "i" icon.

The List View presents activities in a tabular format for quick scanning.

FieldDescription
Activity NameTitle of the activity
TypeEmail / Webinar
StatusDraft / Published
FlowSingle Touch / Multi Touch
Created / ModifiedTimestamps for creation and last update
ActionsPreview, Clone, Edit, Delete, Execute
Activity list view
Activities displayed in List View

🔎 Search & Filter Activities​

Search Activities​

  • Enter an Activity name in the search bar.
  • Press Enter or click the search icon.
Search activity by name
Search activity by name

Filter Activities​

You can refine activity results using filters.

Available Filters

Filter — Narrow results by:

  • Type (Email, Webinar, etc.)
  • Flow (Single / Multi Touch)
  • Status (Draft / Published)
  • Date Range (Created / Modified)
  • All Activities/ My Activities / Activities Assigned To Me
note
  • All Activities: Created by me/Assigned to me/Created by below users.
  • My Activities: Created by me
  • Activities Assigned To Me: The activities which were assigned to me by someone.
Filter options for activity
Filter options for activity

🔄 Flow Options​

Activities can follow one of two flows:

  • Single Touch — A one-time interaction using a predefined template.
  • Multi Touch — A sequence of multiple steps in a campaign workflow.
Activity Flow options
Single Touch vs. Multi Touch workflows

➕ Adding or Editing an Activity​

To create or modify an activity, navigate to the Activities section and click Add Activity.

Required Details​

When adding an activity, provide the following information:

  • Name — a clear, descriptive title
  • Description — purpose or context for the activity
  • Status — set as Draft or Published
  • Flow — choose Single Touch or Multi Touch
  • Thumbnail — optional visual identifier

Click Save to finalize. Once saved, the activity can be previewed or executed directly from the List or Grid view.

📧 Single Touch Activity​

  • Click on Add Activity.
  • Give Activity name , choose Activity Goal, and select flow type as Single Touch.
  • Click on Next button.
  • Select Channel, Provide status,thumbnail,description and Select an existing email template from the library, or create a new one.
  • Click on Next button.
  • Preview your configuration and click on Save button.
Add Single Touch Activity
Adding a Single Touch Activity

🔄 Multi Touch Activity​

  • Click on Add Activity.
  • Give Activity name , choose Activity Goal, and select flow type as Multi Touch.
  • Click on Next button.
  • Click Builder to open the workflow canvas.
  • Or Click on next for preview your configuration and Save.
Activity Builder Canvas
Designing a Multi Touch workflow in the Activity Builder
tip
  • Can zoom in and zoom out the canvas.
  • Can reset the canvas to original size.
  • Can drag or move the canvas by Holding the Shift + drag or middle mouse button to pan.

📝 Clone an Activity​

  • Click the Clone icon to duplicate an activity.
  • The cloned version is automatically saved as Draft for editing.
Clone Activity Icon
Cloning an activity
Cloned Activity Draft
A cloned activity in Draft status

👥 Assign Activities​

  1. Select one or more activities from the list.
  2. Click Assign To and choose a target group.
Assign Activities to Groups
Assigning activities to user groups

🗑️ Deleting Activity​

  1. Select the checkbox(es) for the Activity you want to delete.
  2. Click the Delete icon .
  3. Click on Yes from the confirmation pop-up if you want to delete.
Delete selected Activity
Delete selected Activity

🏗 Multi-Touch Campaign — Workflow Builder​

The Workflow Builder allows you to design automated, multi-step campaigns that combine emails, lead updates, and conditional logic based on user behavior.

Workflow Builder canvas
Workflow Builder Canvas

⚙️ Workflow Components​

Actions define what happens at each step of the workflow:

  • Send Email — deliver a selected email template to the target audience
  • Inaction (No Action) - Send Email — follow up if the recipient does not engage
  • Update Lead — modify lead attributes or status
  • Inaction (No Action) - Update Lead — take an alternate step if no change occurs
Workflow actions
Workflow Actions

🛠 Building a Workflow​

Follow these steps to create a simple multi-touch workflow:

  1. Click Start — a modal displays available actions (e.g., Send Email, Update Lead).
  2. Select an action and configure it:
    • Name
    • Execution Timing (immediately, after a delay, or at a specific date/time)
    • Subject
    • Sender Name
    • Email Template (choose from library or Add Email)
Add action
Add action
  1. Preview the configuration and click Save to add the block to the workflow canvas.
Add Email modal
Configuring an email block

Preview email modal
Previewing an email before saving

🔀 Managing Workflow Blocks​

  • Add multiple actions and decisions to build complex journeys
  • Hover over a block to edit or remove it
  • Branch workflows to handle multiple outcomes
Example branching workflow
Example of a branching workflow
Workflow block controls
Editing and managing workflow blocks
note

Workflows can branch based on conditions and user decisions.
Always use Preview to validate the workflow logic before executing it live.

👁 Campaign Preview​

  1. Click the campaign name in the Campaign List to open its details.
  2. Use the eye icon to preview campaign activities:
    • Single Touch campaigns open in a modal window.
    • Multi Touch campaigns open in a new browser tab.
Campaign details page
Campaign details page
Single Touch preview modal
Single Touch campaign preview (modal)
Multi Touch preview tab
Multi Touch campaign preview (new tab)

🛠️ Before Executing a Campaign​

note

Before executing a campaign, ensure you have the following prepared:

  1. Contact Segment / Lead List — the audience you want to target.
  2. Channels — such as email templates or webinar setup.
  3. Assets — supporting materials like landing pages, forms, or creatives.

📤 Executing Campaigns (Sending Emails)​

You can execute both Single Touch and Multi Touch campaigns. The steps below walk you through configuration, testing, audience selection, and scheduling.

✉️ Execute a Single Touch Campaign​

  1. Click Execute on the activity you want to send.
  2. Compose And Preview Email Setting:
    • Subject line
    • From name
    • Type (Email / Webinar)
    • Preview text
    • Prveiw Mode (Desktop / Tablet / MObile)
    • Edit Email Template
Single touch configure
Single Touch configuration
  1. Send a test email:
    • Enter a test recipient address.
    • Click Test Mail to verify how it appears.
Single touch test mail
Sending a test mail
  1. Choose recipients:
    • Send to the entire group or select specific leads.
    • Add segments with Add Segment.
    • Import leads using a CSV file if needed.
Audience selection
Audience selection
Upload leads CSV
Upload leads (CSV)
  1. Schedule a Time (optional):
    • Set a date and time for sending the email.
Schedule send
Scheduling a campaign
  1. Send Now
  • Send the email immediately.
Send now
Sending now
  1. Confirm send:
    After sending, a confirmation modal appears with navigation options back to Campaign List or Outgoing Campaigns.
Send success modal
Confirmation after send
  1. Reschedule:
  • You can reschedule the single touch activity after it has been scheduled.
  • For rescheduling, go to activity list view and click on the Reschedule.
  • Select the new date and time and click on Save.
Reschedule send
Rescheduling a campaign

🔀 Execute a Multi Touch Campaign​

  1. Click Execute to open the Builder canvas.
Multi touch execute canvas
Execute on Builder canvas

  1. Configure workflow blocks:

    • Add or edit action blocks.
    • Validate the workflow.

  2. Use available options:

    • Back — return to Campaign Preview
    • Update & Close — save changes and exit
    • Update & Next — proceed to Preview

  3. Test each email:

    • Click on Next Template to test mails one by one.
    • Enter a test recipient address.
    • Send test mails to confirm content.
Multi touch preview and test mail
Preview and Test Mail
  1. Preview stage:
    • A carousel displays all emails in the workflow.
    • Emails that pass test verification are marked as verified.
Multi touch carousel verified
Carousel of verified emails
  1. Select recipients:
    • Send to the entire group or select leads.
    • Import CSV files if required.
Multi touch select audience
Selecting recipients
  1. Confirm send:
    After execution, a confirmation modal appears with navigation links.
Multi touch send success
Send success confirmation

📌 Quick Reference: Activity Management​

  • View — Activity tab inside Campaign
  • Add — Click Add Activity
  • Edit / Clone / Delete — Use the icons or top actions
  • Preview — Eye icon
  • Execute — Execute button per activity
Activity tab
Activity tab inside Campaign