Prerequisites
Before getting started, ensure you have:
Required Permissions:
Campaigns can be accessed by users with one of the following roles:
Marketing
Marketing Analyst
Operator
Owner
Campaigns Page
Navigate to:
Marketing > Campaigns
This page displays a table of all campaigns created in your AIQ account.
Table Columns
Each campaign row includes key details to help you understand performance, scheduling, and configuration.
Status
Shows whether a campaign is:
Draft
Active
Inactive
Active campaigns display a toggle. Turn the toggle on to activate the campaign.
Name
An internal reference name used to help your team identify the campaign.
Not visible to customers
ID
The unique identifier for the campaign.
You can use this ID to:
Search for a specific campaign
Build audiences of contacts who received that campaign
Triggers
Displays which trigger type the campaign uses (e.g., Abandoned Cart).
If this shows N/A, the campaign is a standard, non-triggered send.
Last Message
Shows the timestamp of the most recent message sent by the campaign.
If N/A, the campaign has not sent any messages yet.
Scheduled
Indicates how the campaign is scheduled, such as:
Blast
Start/End (date range)
Ongoing
Channels
Shows which marketing channels the campaign uses, such as:
Email
Text
Created
The date and time the campaign was originally created.
Last Updated
The most recent date and time the campaign was edited.
Filters
Use filters to narrow down your campaign list and create custom views.
Status
Filter campaigns by Status:
Draft
Active
Paused
Archived
Scheduled
Filter campaigns by when they are scheduled to be active:
Last Message
Filter campaigns by when the last message was sent.
Channels
Filter campaigns by which channels they are utilizing:
Email
SMS
Push
In-App
Direct Mail
Wallet Pass
Voice
Triggers
Filter campaigns by which triggers they are utilizing:
Mixed
Post Sale
Abandoned Cart
Birthday
Schedule Type
Filter campaigns by which schedule type they are using
Mixed
Ongoing
Blast Date Range
Queue
Type
Filter campaigns by type:
Regular
Waterfall
A/B Test
Tags
Campaign Tags help organize campaigns for navigation and analytics.
You can filter by one or more tags to create customized views.
Points Boost
Toggle this filter to view only campaigns that include a points boost.
Archived
Toggle on to view campaigns that have been archived.
How to Show or Hide Table Columns
Navigate to Marketing > Campaigns
Click the Columns icon (a box divided into three) in the upper right corner
Located next to the … and + icons
In the slideout panel, toggle columns on or off
Click Save
How to Duplicate a Campaign
Navigate to Marketing > Campaigns
Locate the campaign you want to duplicate
Either:
Right-click the campaign row
orHover at the far right and click the … menu
Select Duplicate from the dropdown
This creates a copy of the campaign that you can edit and reuse.
How to Access the Conversion Report by Persona
Navigate to Marketing > Campaigns
Right-click your desired campaign
Select Conversion Report by Persona
In the side drawer:
Choose a date range
Select the report recipient
Click Send Report
Opening Campaigns in a New Tab
AIQ does not support right-click open-in-new-tab behavior, but it does support middle click functionality.
You can open campaigns in a new tab using:
Mac: Cmd + Click
Mouse: Click the scroll wheel
Windows: Depends on device settings (search for your middle-click shortcut)
Bulk Updating Campaigns
Bulk updating campaigns is in BETA.
Bulk Updating (also called "Bulk Actions") allow you to efficiently update multiple campaigns at once, saving you time when making changes.
You can use Bulk Updates to change the following in campaigns:
Tags
Active status
Archive status
How to Bulk Update campaigns
Navigate to Marketing > Campaigns
Use filters and/or search to narrow down your list, then select campaigns using the checkboxes in the left column
In the top right corner, click on the (...) menu
Click on "Bulk Update"
In the slideout, make your desired changes (tags, active status, or archive status) and click 'Save'
When the confirmation popup opens, click "Update"
Once complete, a summary table will appear in the slideout detailing successful bulk changes, skips, and failures
‼️ Warning: Bulk Updates cannot be undone. Double-check your selection before changing the status of multiple campaigns
How to Bulk Tag campaigns
Updating tags has two main controls:
Tag Selector: This is the input field on the left side. Choose which tag(s) to apply using the dropdown
Action Type: This is the toggle to the right of the tag selector.
Add: Adds selected tag(s) to campaigns without removing existing tags
Set: Replaces ALL existing tags with only the tag(s) you select
Remove: Removes only the selected tag(s) from campaigns
⚠️ Set will remove all existing tags from selected campaigns and replace them with your selection. Use Add if you want to keep existing tags.
Campaign Planner
Navigate to:
Marketing > Planner
The Campaign Planner provides a calendar-based view of your campaigns.
Additional planner filters include:
Events
Filter between:
Co-Marketing
Campaigns
Discounts
Channels
Filter between:
Text
Email
Push
Browser
Direct Mail
Voice Drop
Location
Filter by store location.
Need Help?
If you have questions about campaign setup, reporting, or planner views, reach out to AIQ Support through the chat widget in your dashboard.