How Do I Schedule or Manage My Campaign?

Overview

After configuring the campaign audience and message content, the final step in the campaign setup process is scheduling or sending the campaign.

Campaign management includes:

These actions are performed from the Review step during campaign creation or from the Campaigns page.

Step 1: Open the Review step

Once the campaign configuration is complete, the campaign builder displays the Review page.

This page summarizes the campaign setup and verifies that the campaign is ready for delivery.

The review page displays sections including:

If all required components are complete, the campaign can proceed to delivery.

[Insert Screenshot: Campaign review page]

Step 2: Schedule or send the campaign

At the bottom of the review page, click Schedule or send.

This opens the delivery options for the campaign.

You can choose between two actions:

The campaign will be delivered to recipients as soon as the send process begins.

The campaign will be delivered automatically at the selected date and time.

[Insert Screenshot: Schedule or send options]

Step 3: Schedule a campaign for future delivery

If you choose to schedule the campaign, you must specify the delivery time.

The scheduling window allows you to configure:

After confirming the schedule, the campaign status changes to Scheduled.

Scheduled campaigns remain queued until the configured send time.

[Insert Screenshot: Campaign scheduling interface]

Step 4: Send a campaign immediately

If you select Send immediately, EVA begins delivering the campaign to eligible recipients.

Once sending begins, the campaign status changes from Draft to Sent.

After delivery, campaign performance metrics such as open rate and click rate begin to populate.

Step 5: Edit a draft campaign

Campaigns remain fully editable while they are in Draft status.

To edit a campaign:

You can then update elements such as:

Step 6: Manage a scheduled campaign

Scheduled campaigns can be reviewed from the Campaigns page.

From the campaign list you can:

Depending on system rules, scheduled campaigns may be edited or cancelled before the scheduled send time.

[Insert Screenshot: Campaign list showing scheduled campaign]

Why Campaign Scheduling Matters

Scheduling allows campaigns to be delivered at the most effective time for recipients.

Using scheduling helps teams:

Campaign management also ensures that campaigns can be reviewed and adjusted before delivery.