In this article, we will cover:

Campaign Analysis dashboard

How to Create a Template

Finding and Using a Template

Campaign Analysis dashboard

The Campaign Analysis dashboard provides a comprehensive overview of campaign activity and performance for all campaigns grouped by campaign properties, such as type, product, or region. This dashboard uses metrics, such as outbound and inbound activity, as well as response rates, so that you can easily compare the performance of campaigns.

By default, the dashboard shows information for all active campaigns from the last two weeks. You can use the filters to change the date range.

Dashboard filters

Use the Filter results section to filter your campaigns. The following filters are available:

  • Date Range: The time frame used to determine what campaigns are included on the dashboard. To appear on the dashboard, the campaign must be active during this time frame.

  • Campaign Options: Groups the data on the dashboard by Campaign Type, Product, or Region. If a campaign does not have this information, it is classified as Unknown. Contact Properties = utm_campaign, contains exactly 'PostBeyond'

How to Create a Template

To create a template:

  1. Navigate to Orchestration, then click Campaigns.

  2. Create a new multi-step campaign or open an existing one that you want to use as the basis for your template.

  3. Set up the campaign completely including the campaign settings and campaign fields. Give the campaign steps descriptive names that will help users understand the elements of the campaign.

    Important: Before you save the template, make sure you have completely set up the template. Remember, you cannot change a template after you save it.

  4. Select File > Save as Template.

    An image of the Save As Template window.

  5. Complete the information about the template and click Save. This information appears in the Template Chooser window when users choose the template.

    • To link to a web page that provides more information about the template, complete the Text to Display for Link and URL for the Link fields. When users select the template, they can follow the link to find out more.

Finding and using a template

After you create a template, users can use it to help them create a new campaign.

Note: Templates do not get included in the regular campaign search. They're only displayed and searchable in the Template Chooser.

To find and use a campaign template:

  1. Navigate to Orchestration, then click Campaigns.

  2. Click Create a multi-step campaign.

  3. In the Template Chooser window, select the template.

    An image of menu that appears when you right-click a template. The Delete option is highlighted.

  4. Click Choose. The template opens in the Campaign Canvas, and you can use it as the basis for your campaign. Note that this is a new campaign, and saving changes in this campaign will not update the template.

    For more information on Eloqua campaigns, visit their help centre here.


    If you have any questions, please contact us at support@postbeyond.com

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