Navigate & Overview of the Campaigns

Overview

The Campaigns module allows you to create, manage, filter, and monitor marketing campaigns in OwnChat.

From this section, you can:

• Create new campaigns

• View all campaigns

• Filter campaigns by status and tags

• Search campaigns by name

• Switch between Grid and List view

• Export campaign data

• Monitor campaign performance metrics

Access the Campaigns Module

Method 1: From Left Sidebar

1. Log in to OwnChat

2. Click Campaign from the left navigation menu

The Campaigns dashboard will open.

Method 2: Using Global Search

1. Click the Search bar at the top or Press Ctrl + K (Windows) / Cmd + K (Mac)

2. Type Campaign

3. Select Campaign from the search results

You will be redirected to the Campaigns screen.

Campaign Dashboard Layout

The dashboard includes:

• Search field

• Grid / List toggle icons

• Status filter dropdown

• Tags filter dropdown

• Export button

• Add Campaign button

• Campaign results area

• Pagination control

Search Campaigns

Use the search field below the All Campaigns heading.

1. Click the search box

2. Enter the campaign name

3. Results update automatically

Example: Searching “restaurant” filters matching campaigns.

View Options

You can toggle between two display formats:

Grid View (Card Layout)

Displays campaigns as cards.

Each card shows:

• Campaign Name

• Created By

• Status

• Performance metrics

• View Details link

List View (Table Layout)

Displays campaigns in tabular format with columns:

• Name

• Created At

• Created By

• Scheduled At

• Status

• Template Name

Click the Grid or List icon to switch layouts.

Campaign Status Filter

Use the Status dropdown to filter campaigns.

Available options:

• All Campaigns

• Completed

• Active

• Scheduled

• Recurring

Status Indicators

Campaign status is visually displayed:

• Green badge → Completed

• Active badge → Currently running

• Scheduled → Pending launch

• Recurring → Repeating campaign

Select a status to filter results accordingly.

Tags Filter

Use the Tags dropdown to filter campaigns by assigned tags.

1. Click All Tags

2. Select a tag

3. Matching campaigns will be displayed

Campaign Card Metrics (Grid View)

Each campaign card displays performance metrics:

• Audience – Total recipients

• Sent – Messages sent

• Delivered – Successfully delivered messages

• Read – Messages read by recipients

Click View Details to access detailed analytics.

Export Campaign Data

To download campaign data:

1. Click the Export button

2. Campaign records will be downloaded for reporting

Pagination

At the bottom of the screen:

• Select number of records per page

• Navigate between pages

Add Campaign

To create a new campaign:

1. Click Add Campaign (top right corner)

2. The Create Campaign screen will open

Available campaign types:

• Simple Broadcast

• MM Lite Broadcast

• Recurring Campaign

• Google Sheet Broadcast (if enabled)

• API Broadcast (if enabled)

Column Details (List View)

Name

Displays the campaign name.

Created At

Indicates the date and time when the campaign was created.

Created By

Shows the user who created the campaign.

Scheduled At

Displays the scheduled execution time (if applicable).

Status

Shows the campaign’s current state.

Template Name

Displays the template used for the campaign.

Campaign Types

1️⃣ Simple Broadcast

Definition: Sends one message to multiple selected contacts at a single time.

2️⃣ MM Lite Broadcast

Definition: Sends targeted messages to engaged WhatsApp users using the MM Lite feature.

3️⃣ Recurring Campaign

Definition: Automatically sends messages at scheduled intervals (daily, weekly, or monthly).

Summary

The Campaigns dashboard allows you to:

• Navigate between campaigns

• Filter campaigns by status and tags

• Search specific campaigns

• Export campaign data

• Create new campaigns

This completes the navigation and overview of the Campaigns module.