Getting Started with Campaigns

How to Access Campaigns

1. Log in to CxPortal at your organization’s portal URL.
2. In the left sidebar, click Campaigns.
3. The module expands to show five sub-pages: Dashboard, Sender Identities, Recipient Lists, Email Templates, and Account Management.
4. Click Dashboard to begin.

Understanding the Campaigns Browser Layout

You can access Campaigns in left menu in CxPortal. Expand Campaigns to access your campaigns and campaign groups.

The campaigns module is split into a few areas:

• The Campaigns Dashboard: This page is your central hub for tracking how your agencies and campaigns are performing. It gives you a high-level performance overview, filters to focus on the campaigns that matter to you, and a searchable list of all your campaigns. From here you can see key metrics at a glance, adjust the time range you're viewing, and open any individual campaign to see more detail.
• Sender Identities: This page lets you manage the verified email addresses used as the “from” address in your campaigns.
• Recipients List: This page lets you upload and manage CSV-based contact lists used to define who receives your campaigns. Each list is scoped to a campaign group and tracks its status, recipient count, and associated topics.
• Email Templates: This page lets you create, edit, and version reusable HTML email templates scoped to campaign groups. Templates support Connect-style variable placeholders and must be published before they can be used in campaigns.
• Account Management: This page provides a centralized view of your organizational hierarchy—accounts, campaign groups, and topics—and lets you manage group structure, add new groups and topics, and view aggregate metrics.

---

Your First Task

Try it: Review the Dashboard

1. Navigate to Campaigns > Dashboard in the left sidebar.
2. Review the Overall Performance cards to see a summary of your campaign metrics.
3. Use the date range selector to change the reporting period.
4. Click Show Filters to filter campaigns by Campaign Group, Type, or Status.
5. Click on a campaign name in the table to view its details.

---

What to Do Next

Now that you have reviewed the dashboard, here is what to do next:

• Manage Sender Identities → Managing Sender Identities
• Manage Recipient Lists → Managing Recipient Lists
• Manage Email Templates → Managing Email Templates
• Manage Accounts and Campaign Groups → Account Management and Campaign Groups
• Create a Campaign → Create a Campaign
• Create voice survey campaigns → Voice Survey Campaigns
• Create voice notification campaigns→ Voice Notification Campaigns
• Create SMS survey campaigns → SMS Survey Campaigns
• Create SMS notification campaigns→ SMS Notification Campaigns
• Review best practices → Campaigns Best Practices