The three dots menu on Campaigns Dashboard

Hi there! 👋

Unlock the full potential of your Simply-B2B campaigns with versatile management options in the three-dot menu. Edit, duplicate, archive, refresh search, and export data with ease. These features provide flexibility and efficiency, letting you run smarter campaigns. Start managing your outreach like a pro today! 🚀

Let's explore the versatile world of campaign settings and discover the options that will help you manage your campaigns with finesse. Clicking the three dots button reveals a treasure trove of campaign management features:

Here’s what you’ll find when you click the three dots:

• Edit Campaign: Need to adjust the timing between steps or tweak the copy of your emails, LinkedIn messages, or InMails? Click here to dive into the campaign steps and make the necessary changes. 🖊️
• Open in Messages: Access the Smart Inbox to manage your conversations and stay in touch with leads. 💬
• Duplicate Campaign: Want to create a new campaign with similar settings? This option lets you replicate the steps, streamlining your workflow. 👣
• Refresh search: New leads appeared in your search? You can do a refresh search and all new leads that appeared in the search will be discovered in the campaign.
• Export Data: Need campaign data for analysis or reporting? This option lets you export data in a CSV file for easy handling. 🔽
• Archive Campaign: When a campaign has served its purpose, use this option to archive it. The data stays preserved but won't clutter your active campaigns. 💾
• Delete Campaign: If you’re sure you want to part ways with a campaign, this option deletes it. But remember, once deleted, it’s gone for good, so use this with caution. 🗑️

We hope this article has given you a solid understanding of the campaign settings available to you. Embrace your Simply-B2B experience, and may your campaigns thrive! 🌟

Happy campaign management! 🤝