Campaign Page

Purpose / Scope

Complete end-to-end workflow:
Campaign Page → Create Email → Template Selection → Builder → Send → Confirmation

Quick Flow Diagram

Campaign Page → Create Email dialog → Template select/create → Choose builder → Edit & Save → Send page → Final confirmation → Send

Entry Point

Location: Campaign Page (/app/campaign)
Trigger: "Create Email" button (top-right, primary)
Action: Opens Create Email dialog

Campaign Folder Card

Overview:

A sticky sidebar card on the Campaign page for organizing campaigns into folders.

Structure:

Header: "Folders" title with a "+" button to create new folders

Home Folder (top): Default folder, always visible

Custom Folders (middle): User-created folders in a scrollable list

Trash Folder (bottom): Deleted campaigns, always visible

Features:

Each folder shows its name and campaign count (e.g., "Marketing (5)")

Clicking a folder filters the campaign table to show that folder's campaigns

Custom folders have an options menu (three dots) for Rename and Delete.

Purpose:

Enables folder-based organization and quick navigation to filter campaigns by folder.

Campaign Page Table

The Campaign Page displays a table listing all campaigns with the following columns and data:

Table Columns

Checkbox

Select individual campaigns for bulk actions (move, delete).

Status / Created At

• Shows campaign status badge (Sent, Scheduled, Draft, Sending, Stopped, Failed) with color coding.

• Shows creation date/time.

• Clicking thumbnail previews email design.
  

Campaign Name / Subject Line / Campaign Type

• Displays campaign name (clickable, navigates to campaign report for sent campaigns),

• Subject line,

• Campaign type (Regular or API / Workflow Campaign).
  

Action Column

Shows appropriate action button depending on status:

• Draft: “Edit” — Opens email builder to edit campaign

• Sent: “View Report” — Opens campaign performance report

• Scheduled: “Cancel” — Cancels scheduled send

• Sending: “Stop Sending” — Stops active send

• Failed: “Retry” — Retries failed send

• Stopped: “Resume” — Resumes stopped send
  

Stats (Expandable Section)

Expandable arrow icon → Clicking expands row to show detailed stats:

• Total Sent — Total emails sent

• Delivered — Number of successfully delivered emails

• Opens — Count + percentage of delivered

• Clicks — Count + percentage of delivered

• Unsubscribed — Count + percentage of delivered

• Subscribers / Subscriber List — Shows lists and individual email addresses

  • First 3 shown

  • “X More” button for additional
    

Three Dots Menu

Action menu includes:

• Rename — Opens rename dialog

• Preview — Opens email preview in new tab

• Resend — Only for sent campaigns; resend to non-openers or new subscribers

• Save as Template — Saves current campaign design as template

• Download Report — Only for sent campaigns; exports analytics

• Move to Folder — Opens folder selection dialog

• Duplicate — Creates complete duplicate of campaign

• Delete — Moves campaign to trash (disabled if currently sending)
  

Table Features

• Status Tabs: Filter by All, Sent, Scheduled, Draft, Sending, Stopped, Failed (with count badges)

• Search / Filter:

  • Search by name

  • Date range filter

  • Status filter

• Bulk Actions:

  • Move

  • Delete (disabled if any selected campaign is sending)

• Trash View:

  • Deleted campaigns shown separately

  • Restore or permanently delete
    

Send Page

Opened via Send button from Campaign Page or Email Builder.

Page for configuring and sending email campaigns. Configure recipients, sender details, and scheduling before sending.

Main Sections:

Campaign Details Card:

Campaign Name: Name of the campaign

Subject Line: Email subject with emoji picker and variable insertion (custom fields)

Pre Header: Short preview text shown in email clients

Preview Card (Right Side):

Live preview showing sender name, subject, and pre-header as they appear in an inbox

Sender Details Card:

From Name: Sender display name

Delivery Server: Select SMTP server (Send With Us or custom servers)

From Email: Select sender email based on chosen delivery server

SMTP Routing: Toggle to distribute emails across multiple servers by percentage

Reply-To Email: Optional toggle to set a different reply-to address

Live Preview Card (Right Side):

Shows email template thumbnail with campaign name

Recipient Details Card:

Included Lists: Select subscriber lists or segmentation lists to include

Excluded Lists: Select lists to exclude from sending

Individual Emails: Add up to 200 individual email addresses (comma-separated)

Send Options:

Send Now: Send immediately

Schedule Later: Set date and time for future sending

Follow Up: Enable automatic follow-up email after specified days

Save Draft: Save without sending

Key Features:

Variable Insertion: Add custom fields to subject line (e.g., {{first_name}}, {{email}})

Emoji Support: Insert emojis into subject line

SMTP Routing: Distribute emails across multiple delivery servers with percentage allocation

List Management: Include/exclude subscriber lists and segmentation lists

Validation: Validates all required fields before sending

Confirmation Dialog: Shows recipient count before final send

Purpose:

Final step to configure and send email campaigns with recipient selection, sender configuration, and scheduling options.

Final Send Campaign Confirmation Dialog

Overview:

Confirmation dialog shown before sending or scheduling a campaign. Displays a summary of campaign settings for final review.

Main Sections:

Campaign Summary (Left):

From, Reply To, Recipients count, Spam Score

To: Chips showing included lists and individual emails

Subject: Editable subject line

Delivery Server: Selected servers and email addresses

Template Preview (Right):

Email template thumbnail with name and category

Key Features:

Final review of all campaign settings

Editable subject line before sending

Shows total recipient count

Template preview for visual confirmation

Action buttons: Send/Schedule (with loading state) and Cancel