TL;DR
Go to Campaigns, then find campaigns using the Search a campaign… bar or narrow results with filters like Status, Sender, Tags, and Creators. You can also reset everything with Clear all. Takes 30 seconds.
Who Should Use This
Anyone managing multiple campaigns simultaneously
Team admins overseeing campaigns across multiple team members
Agencies tracking campaigns for different clients or projects
Why This Matters
As your campaign library grows, finding the right campaign quickly becomes essential for daily workflow efficiency. Search and filters let you locate specific campaigns in seconds instead of scrolling through long lists, whether you're checking performance, making updates, or coordinating with team members.
Step-by-Step Guide
Step 1: Open the Campaigns page
In the left sidebar, click Campaigns. Once you’re on the Campaigns page, you’ll see the search bar and filters at the top of the list.
Step 2: Search for a campaign by name
In the Search a campaign… field, start typing a campaign name to narrow down the list. Partial matches work too (you don’t need the exact name).
Step 3: Filter by campaign status
Click Status: All, then select the statuses you want to display (for example: Draft, In progress, Completed, Paused, In error, or Archived). The list updates automatically based on your selection.
Step 4: Filter by sender
Click Sender: All, then select one or more senders to view only campaigns sent from those accounts.
Step 5: Filter by tags
Click Tags: All, then choose one or more tags to display only campaigns matching those tags.
Step 6: Filter by creator
Click Creators, then select the team member(s) who created the campaigns to filter the list accordingly.
Step 7: Combine filters (and clear them when needed)
You can apply multiple filters at the same time (for example: Status + Sender + Tags + Creators) to narrow results further. To reset your view, click Clear all.
How You'll Know It Worked
✅ The campaign list updates immediately when you apply a search or filter
✅ You see fewer campaigns in the list, matching your selected criteria
✅ Clicking Clear all returns the list to the full view
Practical Application / Real-Life Example
Agency Scenario: A marketing agency manages 150 campaigns across 12 clients with 8 team members.
Daily workflow examples:
Morning check (Client success manager):
Filter: Status = In progress + Tags = Client: Acme Corp
Result: See only Acme’s active/running campaigns to check performance
Time saved: Seconds vs. scrolling through all campaigns
Reassignment (Team admin):
A team member is leaving and you need their running campaigns
Filter: Sender = Team member + Status = In progress
Result: A short list of campaigns to reassign
Template search (New team member):
Looking for a specific template/campaign to duplicate
Search by name + Filter: Creator = Top performer
Result: Find the right campaign quickly and duplicate it
Troubleshooting
Issue: Search returns no results
Root cause: The campaign name doesn’t match what you typed, or filters are restricting the list
Fix:
Try shorter keywords or partial terms
Clear filters (click Clear all) and search again
If you don’t remember the name, use filters like Status, Sender, Tags, or Creators to narrow the list
Issue: Too many results even with filters
Root cause: Filters are too broad or you have many similar campaigns
Fix:
Combine multiple filters (for example: Status + Sender + Tags)
Use more specific terms in the campaign search bar
Use consistent, descriptive tags to segment campaigns better
Issue: No campaigns show up but you believe they exist
Root cause: The filter combination is too restrictive or you’re filtering by the wrong criteria
Fix:
Click Clear all, then re-apply filters one at a time
Double-check you selected the correct Status, Sender, Tags, or Creators
Refresh the page if the list doesn’t update
Tips for Optimization
Name campaigns consistently - Use a convention like “Q1-2025-Industry-Persona” so search works predictably.
Use tags strategically - Apply tags by client, product, region, or campaign type to make filtering fast and reliable.
Archive old campaigns - Keep your active view clean by archiving campaigns you no longer need to work on.
Train the team - Align on naming and tagging conventions so everyone can find campaigns quickly.
Common Filter Combinations
Daily management:
Status = In progress → See what’s currently running
Status = Paused → See what needs attention
Team coordination:
Sender = Team Member + Status = In progress → Review someone’s live workload
Creators = Team Member → Find campaigns/templates created by a specific person
Client management (agencies):
Tags = Client Name + Status = In progress → Client campaign overview
Tags = Client Name + Status = Completed → Historical campaigns for reporting
Troubleshooting issues:
Status = In error → Quickly locate campaigns needing fixes
Status = Draft + Creators = You → Clean up unfinished work