Streamline your marketing campaigns with SysRI's comprehensive Campaign Management system. Create, manage, and track email campaigns with automated scheduling, recipient management, and detailed performance analytics.
- Manual Campaign Creation - Streamline email campaign development
- Recipient Management - Organize and manage subscriber lists efficiently
- Scheduling Complexity - Automate campaign timing and delivery
- Performance Tracking - Monitor campaign effectiveness and engagement
- Workflow Management - Create multi-step campaign sequences
- 🎨 Visual Campaign Builder - Drag-and-drop campaign creation
- 📊 Real-Time Analytics - Live campaign performance metrics
- ⚡ Automated Scheduling - Set-and-forget campaign delivery
- 🔄 Multi-Step Workflows - Create complex campaign sequences
- 📈 Performance Insights - Detailed campaign analytics and reporting
Campaigns Management Layout
├── Header Section
│ ├── View Mode Toggle (Cards/Table)
│ ├── Action Icons Bar
│ └── Refresh Controls
├── Summary Cards Section (Collapsible)
│ ├── Total Campaigns Card
│ ├── Pending Campaigns Card
│ ├── Triggered Campaigns Card
│ ├── Average Steps Card
│ └── Last Updated Card
├── Search & Filter Bar
│ ├── Search Input
│ ├── Status Filters
│ └── Filter Controls
├── Main Content Area
│ ├── Cards View (Default)
│ ├── Table View (AgGrid)
│ └── Floating Action Bar
└── Modal Components
├── Confirmation Modal
└── Campaign Details Overlay
- Dual View Modes - Switch between cards and table views
- Summary Dashboard - Collapsible overview cards with key metrics
- Advanced Filtering - Search and filter campaigns by multiple criteria
- Bulk Actions - Select multiple campaigns for batch operations
- Real-Time Updates - Live campaign status and performance data
- Navigate to Marketing → Campaigns
- View the Summary Cards at the top (collapsible)
- Use View Mode Toggle to switch between Cards and Table views
- Cards View (default) - Visual card-based interface
- Table View - Detailed tabular data with sorting/filtering
- Total Campaigns - Blue card showing total campaign count
- Pending Campaigns - Yellow card with pending status and percentage
- Triggered Campaigns - Green card with triggered status and percentage
- Average Steps - Indigo card showing average steps per campaign
- Last Updated - Gray card showing most recently updated campaign
- Collapse/Expand - Use chevron icon to hide/show summary cards
¶ Step 3: Search and Filter Campaigns
- Search Bar - Enter keywords to search by title, subject, or status
- Status Filter - Check/uncheck status options:
- Pending - Campaigns waiting to be triggered
- Triggered - Campaigns currently running
- Completed - Finished campaigns
- Apply Filters - Real-time filtering as you type or select options
- Browse Campaign Cards - Each card shows:
- Campaign title and subject
- Status badge with color coding
- Scheduled send time
- Creation and update dates
- Select Campaign - Click on any card to select it
- Action Buttons - Available when campaign is selected:
- View (eye icon) - Open campaign details
- Edit (pencil icon) - Modify campaign settings
- Delete (trash icon) - Remove campaign
- AgGrid Interface - Professional data grid with:
- Sortable Columns - Click headers to sort
- Filterable Data - Use column filters
- Pagination - Navigate through large datasets
- Row Selection - Click rows to select campaigns
- Column Information:
- Campaign ID - Unique identifier
- Title - Campaign name
- Subject - Email subject line
- Status - Current campaign state
- Scheduled Time - Planned send time
- Created At - Creation timestamp
- Updated At - Last modification time
-
Header Action Icons (available when campaign selected):
- View Campaign (eye icon) - Open in new tab
- Add Campaign (plus icon) - Create new campaign
- Edit Campaign (pencil icon) - Modify existing campaign
- Refresh (arrow icon) - Reload campaign data
- Trigger Campaign (play icon) - Start campaign execution
- Clone Campaign (duplicate icon) - Copy existing campaign
- Delete Campaign (trash icon) - Remove campaign
- Collapse/Expand (chevron icon) - Toggle summary cards
-
Floating Action Bar - Appears when campaigns are selected:
- View Selected - View campaign details
- Edit Selected - Modify campaign settings
- Delete Selected - Remove selected campaigns
- Selection Count - Shows number of selected items
- Purpose - Shows total number of campaigns in system
- Data - All campaigns regardless of status
- Visual - Blue gradient with document icon
- Progress Bar - Always 100% (total count)
- Purpose - Displays campaigns waiting to be triggered
- Data - Count and percentage of pending campaigns
- Visual - Yellow gradient with clock icon
- Progress Bar - Shows pending percentage
- Purpose - Shows campaigns currently running
- Data - Count and percentage of triggered campaigns
- Visual - Green gradient with play icon
- Progress Bar - Shows triggered percentage
- Purpose - Displays average workflow steps per campaign
- Data - Calculated average of all campaign steps
- Visual - Indigo gradient with chart icon
- Progress Bar - Always 100% (average value)
- Purpose - Shows most recently modified campaign
- Data - Title of last updated campaign
- Visual - Gray gradient with refresh icon
- Progress Bar - Always 100% (latest update)
¶ 🔍 Search and Filtering
- Search Fields - Title, subject, and status
- Real-Time Search - Results update as you type
- Case Insensitive - Searches work regardless of case
- Multiple Keywords - Supports searching for multiple terms
- Pending - Campaigns scheduled but not yet triggered
- Triggered - Campaigns currently executing
- Completed - Campaigns that have finished running
- Multi-Select - Can filter by multiple statuses simultaneously
- Apply Filters - Manually trigger filter application
- Reset Filters - Clear all active filters
- Filter Persistence - Filters remain active until changed
- Dedicated Creation Page - Navigate to campaign builder
- Template System - Clone existing campaigns as templates
- Field Configuration - Comprehensive campaign management
- Lead Conversion Setup - Configure lead generation settings
- Exact Duplication - Create identical copies of campaigns
- UUID Preservation - Maintain unique identifiers
- Field Preservation - Keep all campaign configurations
- Settings Inheritance - Maintain campaign settings and preferences
- Confirmation Required - Prevent accidental deletions
- Cascade Handling - Manage related data appropriately
- Submission Preservation - Handle existing submissions
- Clean Removal - Complete campaign cleanup
- Public Access - View campaigns as end users would see them
- New Tab Opening - Preserve current workspace
- UUID-based URLs - Direct access to specific campaigns
- Responsive Preview - See campaigns in different contexts
- Real-time Updates - Refresh data to see latest changes
- Error Handling - Graceful error display and recovery
- Loading States - Visual feedback during data operations
- Pagination - Handle large datasets efficiently
- Responsive Design - Works on desktop and mobile devices
- Dark Mode Support - Compatible with dark/light themes
- Keyboard Navigation - Full keyboard accessibility
- Tooltips - Helpful hints for all action buttons
- Toast Notifications - User feedback for all operations
- Store Integration - Uses Pinia store for state management
- Router Integration - Seamless navigation between views
- API Integration - RESTful API communication
- Submission Tracking - Real-time submission monitoring
- Campaign Optimization - Use the average steps metric to optimize campaign complexity for better performance
- Status Monitoring - Regularly review campaign statuses to identify bottlenecks and optimize workflow
- Submission Tracking - Check submission counts regularly to identify high-performing campaigns
- Campaign Cloning - Use the clone feature to quickly create variations of successful campaigns
- Field Analysis - Monitor campaign fields to identify unnecessary or missing configurations
- Performance Tracking - Use submission data to optimize campaign performance and user experience
- Template Creation - Clone successful campaigns to create templates for future use
- Regular Cleanup - Periodically review and remove unused campaigns to maintain organization
- Click "Add Campaign" from the action toolbar
- Navigate to the campaign creation page
- Configure campaign fields and settings
- Set up lead conversion if needed
- Save and publish the campaign
- Campaign appears in the grid immediately
- Select a campaign from the grid
- Click "View Submissions" to open the overlay
- Review submission data and details
- Download PDFs or export data as needed
- Close overlay to return to campaign management
- Select a campaign to use as a template
- Click "Clone Campaign" from the action toolbar
- Confirm the cloning operation
- New campaign appears in the grid
- Edit the cloned campaign as needed
- Review summary cards for overall metrics
- Check submission counts for engagement levels
- Analyze lead conversion rates
- Compare field complexity across campaigns
- Use insights to optimize campaign strategy
By effectively leveraging the Campaigns Management module, you can create high-performing marketing campaigns, track lead generation effectively, and optimize your marketing processes. The comprehensive analytics and submission tracking ensure you can continuously improve your campaign strategy and maximize conversion rates.