The Campaigns Dashboard is the main hub where you can view, filter, and manage all your campaigns. Campaigns can be organized into folders and are also displayed as cards in the list view.
Campaign Status
Campaigns are grouped into status tabs:
Tab | Description |
Active | Campaign is enabled and can execute actions when its conditions/rules allow it. |
Draft | Campaign is not launched yet. It’s saved as a draft and won’t run until you launch it. |
Running | Campaign is currently executing actions (e.g., sending messages) and progressing through its steps. |
Paused | Campaign is temporarily stopped. No new actions will be executed until it’s resumed. |
Scheduled | Campaign is set to start at a specific date/time and will remain idle until then. |
Archived | Campaign is inactive and stored for reference. It won’t run anymore and cannot be reactivated. |
Filtering and Searching Campaigns
You can filter campaigns using the following filters:
Filter | Description |
Search bar | Search campaigns by campaign name or associated identity. |
Sort by [Launch date/Creation date/Priority] | Sort campaigns by Launch date, Creation date, or Priority. |
Identity | Show only campaigns assigned to a specific identity. |
Folders | Filter campaigns by the folder they belong to. |
Date Range | Filter campaigns by creation date within a selected date range. |
Campaign Tags | Filter campaigns by one or more campaign tags. |
Channel | Filter campaigns by channel: Email, LinkedIn, or Task. |
Priority | Filter campaigns by priority level. |
By default, only the search bar and the Identity, Sort by launch date, and Folders filters are visible. You can add more filters using the Filters button. Once applied, you can save them by clicking + Save current filters at the bottom of the Filters dropdown menu.
Campaign Card Details
Each campaign appears as a summary card displaying:
Item | Description |
Priority flag | Indicates the campaign priority (High / Medium / Low). Useful when several campaigns compete for limited daily actions (e.g., LinkedIn connection requests, LinkedIn messages or Email messages). |
Campaign name | The campaign’s name. |
Associated identity | The identity assigned to run this campaign. |
Created (relative) | Shows how long ago the campaign was created (e.g., “14h ago”, “1 mo ago”). |
Status | Current campaign state: Draft, Running, Paused, Scheduled, or Archived. |
Contact metrics | Performance indicators across the campaign audience: Started (at least one step executed), Contacted (a message was sent), and Replied (the lead replied). |
Linked channels | Icons showing which channels the campaign uses (LinkedIn, Email, and/or Tasks). |
Campaign tags | Labels used to categorize and filter campaigns. |
(...) button | Quick actions for the campaign: Edit, Duplicate, Pause, Mark as archived, View in Inbox (filters inbox by campaign), View in list (filters the list view by campaign), and Delete. |
Note: Campaign tags are specific to campaigns. Do not confuse them with AI Tags (used for conversations) or List Tags (used for lists).
You can also create a new campaign from the + Create Campaign button at the top right of the Campaigns table, and next to it there is a button to download campaign metrics and statistics in CSV format.
If you select any campaign (by checking its row) in this table, you’ll see quick actions such as:
Add to folder
View in Inbox
View in List
