Managing Campaigns

This guide explains how to manage campaigns from the Campaigns dashboard.

The Campaigns page allows you to:

• View campaigns
• Search campaigns
• Filter campaigns
• Sort campaigns
• Enable or disable campaigns
• View campaign details
• Edit campaigns
• Delete campaigns

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Open Campaigns

To access Campaigns:

1. Open the RateUp dashboard
2. From the sidebar, click Campaigns

The Campaigns dashboard will open.

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View Campaigns

The Campaigns page displays all available campaigns in card format.

Each card displays:

• Campaign name
• Channel type
• Assigned team
• Status
• Created date
• Audience or participant count

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Switch Between Broadcast and Drip Campaigns

At the top of the page, use the tabs to switch between:

• Broadcast
• Drip

This allows you to manage different campaign types separately.

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Search Campaigns

To search campaigns:

1. Use the search bar in the top-right corner
2. Enter the campaign name or keyword

Matching campaigns will appear automatically.

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Sort Campaigns

To sort campaigns:

1. Click the Newest dropdown
2. Select a sorting option

Available options include:

• Newest
• Oldest
• Name (A-Z)
• Name (Z-A)

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Filter Campaigns

To filter campaigns:

1. Click Filters
2. Configure filter options
3. Click Apply

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Filter by Team

Use the Team dropdown to display campaigns belonging to a specific team.

Example:

• All Teams
• Main
• Calicut

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Filter by Status

Use the Status dropdown to filter campaigns by status.

Available statuses include:

• Active
• Inactive
• Draft
• Scheduled
• Completed

Reset Filters

To clear all applied filters:

1. Click Reset
2. The campaign list will return to default view

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Enable or Disable a Campaign

Each campaign card includes a toggle switch.

To Enable a Campaign

1. Turn the toggle ON
2. The campaign status will change to Active

To Disable a Campaign

1. Turn the toggle OFF
2. The campaign status will change to Inactive

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Open Campaign Actions

Each campaign card contains an action menu.

To open campaign actions:

1. Click the three-dot menu on the campaign card

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View Campaign Details

To view campaign information:

1. Open the campaign actions menu
2. Click View Details

You can review campaign configuration, templates, participants, and performance.

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Edit a Campaign

To modify a campaign:

1. Open the campaign actions menu
2. Click Edit
3. Update campaign details
4. Save changes

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Delete a Campaign

To remove a campaign:

1. Open the campaign actions menu
2. Click Delete
3. Confirm deletion

Deleted campaigns cannot be recovered.

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Important Notes

• Only active campaigns can send messages
• Filters help organize large campaign lists
• Broadcast and drip campaigns are managed separately
• Campaigns can be paused or resumed anytime