Creating and Managing Campaigns

A campaign is the top-level business initiative that groups related emails around a goal and timeframe.

Create a campaign

1. Open Campaigns → Campaigns.
2. Click New campaign.
3. Enter a descriptive internal name.
4. Choose the campaign type.
5. Add dates, budget, currency, goal, and description as needed.
6. Click Create campaign.

Campaign fields

The campaign start date and time is a delivery boundary, not merely a label. A published campaign with a future start is shown as Scheduled. Its saved audience is not enrolled and its Workflow emails cannot send before that moment. Messages still use the relative waits configured on the Workflow canvas after each recipient enters.

Delivery days and hours are campaign-wide guardrails. Each Journey email can also request a specific local Send at time after its relative wait. All of these times use the timezone saved on the campaign.

Select the Workflow entry node and choose Edit campaign setup to set timing and choose the campaign's one enrollment method. When that method is a saved audience, Coherence snapshots it into durable enrollments when the published campaign reaches its start date.

Campaign types

Choose the type that best describes the business purpose:

• Welcome / onboarding — Introduce new customers or users.
• Promotional — Promote an offer, discount, or sale.
• Transactional — Communicate about a requested action or account event.
• Re-engagement — Reconnect with inactive recipients.
• Newsletter — Send recurring news or editorial updates.
• Product launch — Coordinate launch education and promotion.
• Nurture — Educate or qualify recipients over time.
• Event — Promote and follow up on an event.
• Retention / loyalty — Support adoption, renewal, or customer loyalty.
• Other — Use when none of the standard categories fit.

The type is organizational metadata. It does not override consent requirements or automatically choose an audience, entry rule, or Journey timing.

Campaign statuses

New campaigns always begin in Draft; Status is not an editable setup field. Click Review & publish in the campaign header to check the Journey, sending provider, enrollment method, and timing before activation. Use Pause and Resume in the same header after publishing.

When a paused campaign resumes, eligible enrollment events can be processed and overdue Workflow steps may become due. Review the Workflow and campaign setup before resuming a long-paused campaign.

Find and manage campaigns

The Campaigns page includes a standard left filter panel:

• Filter by Campaign type.
• Filter by Status.
• Search by campaign name, type, status, or goal.

Open a row to view the campaign. Row actions also let you edit its planning fields, jump directly to the Workflow or campaign setup, or archive it.

Archiving removes the campaign from the active list without treating it as a normal campaign status. Archive campaigns only when they should no longer be part of day-to-day work.

Use the campaign workspace

• Use the Workflow canvas to control who enters, when messages can send, the sending provider, and the complete sequence of emails and branches.
• Use Details in the right sidebar to review the campaign goal, notes, dates, audience, budget, and linked emails.
• Use Properties in the right sidebar to configure the selected workflow node.
• Use Campaigns → Analytics to review delivery and engagement totals across workflows or for one campaign.

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Next: Create emails and reusable templates.