Managing Campaigns

All your campaigns are visible in your Dashboard. Each campaign is shown as a card displaying:

  • Campaign Name

  • Creation Date

  • Status (Published / Draft)

  • Preview Image

On every campaign card, you will see quick-action buttons for common tasks.

Dashboard 1

Quick Actions

1. Edit a Live Campaign

If you need to update the campaign (change assets, text, screens, etc.):

  1. Go to Dashboard.

  2. Locate the campaign.

  3. Click the Edit icon (✏️) on the campaign card.

Note: Any changes made to a Published campaign are automatically reflected in the live link after you save/re-publish.

2. Preview Campaign

To test the campaign before sharing:

  1. Click the Preview icon (👁️) on the campaign card.

  2. This opens the campaign exactly how your users will experience it.

3. View Analytics

To see user interactions and lead data:

  1. Click the Analytics icon (📊) on the campaign card.

  2. This will take you to campaign-level analytics.


Campaign Settings (Three-Dot Menu)

Click the More / Settings menu (⋯) on any campaign card to access advanced options:

Option
Function

Duplicate / Clone

Creates an exact copy of the campaign. Useful for A/B testing or making variations.

Rename

Update the project name.

Delete

Permanently removes the campaign and its data. (Cannot be undone).

Manage Visibility

Grant View/Edit access to specific team members.

Domain

Host the campaign on your own custom domain (CNAME).

Dashboard card Settings Menu

Manage Campaign Permissions

You can control precisely which team members can view or edit specific campaigns.

  1. Click the More / Settings menu (⋯) on the campaign card.

  2. Select Manage Visibility.

  3. A dialog box will appear showing all invited workspace users.

  4. Next to each user, toggle the permissions:

    • View Access: User can only preview the campaign.

    • Edit Access: User can open the editor and modify the campaign.

  5. Click Save.

Troubleshooting: Users must already be added to the workspace before you can assign access. If a team member cannot see a campaign, ensure they have switched to the correct Workspace using the top-left dropdown in their dashboard.

Last updated