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Managing Campaigns

The campaign list view is the home base for every campaign in the workspace. It gives you status tabs at the top, a toolbar with search and filters, configurable columns, and a 3-dots menu per row.

Status tabs

Five tabs across the top filter the list by status:

TabIncludes
AllEverything in the workspace.
DraftsCampaigns that have never been launched.
ActiveCurrently running (active + sending).
PausedStarted then paused - resume at any time.
Archivedcancelled + completed - closed-out campaigns kept for history.

Each tab shows a count badge so you can see at a glance how the list is partitioned.

Toolbar

  • Search - type to filter by campaign name (server-side, debounced).
  • Filters - popover with Date range, Created by (multi-select with autocomplete), and Last edited by (multi-select with autocomplete). Selected users render as removable chips, and the search box filters the rest by name or email.
  • Columns - picker to show or hide individual columns. The "Name" column is always on; the rest can be toggled. Tags are intentionally not a column - they already render under the campaign name.
  • Tag filter - separate picker above the table; selecting tags narrows the list to campaigns tagged with all the selected tags.

Row click behavior

Clicking a campaign name routes you based on status:

  • Draft → opens the editor (drafts have no sends or stats to show).
  • Anything else → opens the read-only details / analytics page.

The 3-dots menu at the right of each row offers row-level actions:

ActionBehavior
View (launched only)Opens the read-only details page. Hidden on drafts.
Edit setupOpens the campaign editor.
HistoryOpens the audit log drawer - see History & Versions.
VersionsOpens the snapshot timeline with Compare and Restore - see History & Versions.
DuplicateCreates a copy as a new draft (with the duplicator as creator/last-editor).
Pause / Resume / StartStatus transitions, depending on the campaign's current state.
Retry (failed only)Re-queues a failed campaign for sending (see Failed campaigns).
Archive / UnarchiveToggles archive status without losing history.
DeletePermanent delete; logged in History as archived → deleted.

Failed campaigns

If a campaign hits a permanent error at send time - most commonly its chosen email sender was deleted or its custom From domain is no longer verified, or the campaign has no content (no message variants) - it moves to a terminal failed status instead of silently retrying forever. Joryio deliberately refuses to substitute a different sender, so the send stops and waits for you.

A failed campaign:

  • Shows a red Failed badge in the list (hover it to see the reason), and a red banner with the full explanation on its details page.
  • Stops re-sending. Because failed is terminal, the scheduler no longer re-drives it - so a broken campaign can't loop and burn through your account.
  • Offers Retry (from the row menu or the details-page banner). Fix the underlying problem first - for a deleted sender, pick a valid one - then Retry to re-queue it. Retry moves it back to scheduled; if the problem isn't fixed, it simply fails once more rather than storming.

Transient hiccups (a momentary database/network blip) are not treated as failures - those are retried automatically on the next scheduler tick, so you'll rarely see a failed campaign unless something genuinely needs your attention.

Bulk actions

Tick the checkbox on multiple rows to surface a bulk action bar at the top of the table. Available actions:

  • Bulk delete
  • Bulk duplicate
  • Bulk archive
  • Bulk tag - add or remove tags across the selection in one shot.

Each bulk endpoint runs server-side and returns a partial-success report - the bar tells you how many succeeded and how many failed (with per-item error reasons).

Tips

  • Default to filtering by tag, not by name. Tags are workspace-wide and stable; campaign names drift. See Tags for how to keep the tag pool tidy.
  • Use Versions before relaunching. If you're about to restart an old campaign, open Versions and Compare against the latest snapshot to confirm what's about to go out.
  • Audit before archiving. Archived campaigns still appear in History queries, but they're easier to overlook. Use the Archived tab to review periodically.