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Monitoring and Messages

Once a campaign has been created or run, you can monitor its progress, view individual message statuses, retry failures, and export data. This page covers the campaign detail view and message management features.

Accessing the Campaign View​

  1. Navigate to Outreach → Campaigns.
  2. Click on a campaign to open its detail view.

The campaign detail view shows:

  • Campaign summary: name, description, channel type, and current status
  • Progress panel: visual breakdown of message statuses
  • Messages table: individual message rows with status, recipient, and details

Campaign Progress Panel​

The progress panel provides a real-time snapshot of the campaign's delivery status. It shows count panels for each message state:

Ready Campaigns​

  • Total Messages: the number of queued messages waiting to be sent

In Progress and Complete Campaigns​

  • Delivered: messages confirmed as delivered
  • Sending: messages currently being transmitted
  • Failed: messages that encountered an error (with count)
  • Opted Out: messages to recipients who have opted out
  • Assumed Delivered (SMS only): messages marked as delivered after a timeout period
  • Retrying (Email only): messages in a deferred state, being retried by the provider

The progress panel can be collapsed or expanded for more space.

Messages Table​

The messages table lists every message in the campaign with the following details:

  • Recipient: the phone number or email address
  • Status: the current delivery status
  • Custom fields: any mapped variable values for that contact
  • Failure reason (if applicable): a mapped error description

You can filter the messages table by:

  • Status: show only messages in a specific state (e.g. Failed, Delivered)
  • Failure reason: filter by specific error types
  • Search: find messages by recipient or other criteria

Failed Messages​

Failed messages display a warning icon with a tooltip showing the mapped error reason. Failure reasons are categorised into standard types for easier filtering and reporting.

Retrying Failed Messages​

You can retry messages that have a Failed status, either individually or in bulk.

Individual Retry​

  1. Find the failed message in the messages table.
  2. Open the action menu (⋮) for that message.
  3. Select Retry.

Bulk Retry​

  1. Filter the messages table to show only failed messages.
  2. Select multiple messages using the checkboxes.
  3. Click Retry Selected.
  4. Confirm the retry in the modal.

Retry Rules​

RuleDetail
Can retry whenThe current campaign is In Progress or Complete, and no other campaign of the same type is In Progress
Cannot retry whenA different campaign of the same type is currently running
Cannot retryMessages with an "Opted Out" status

Retry Confirmation​

The retry confirmation modal indicates:

  • The number of messages to be retried
  • Retrying changes the current campaign's status to In Progress

Exporting Data​

You can export campaign and message data to CSV for reporting, auditing, or downstream processing.

Export Options​

  1. Click the Export button on the campaign view.
  2. Choose what to export:
    • All messages: exports every message in the campaign with current statuses
    • Filtered messages: exports only the currently filtered set of messages

The CSV export includes recipient information, message status, failure reasons (if any), and custom field values.

Export While Campaign Is Running​

You can export data at any time, including while a campaign is in progress. The export reflects the message statuses at the time of download.

Campaign Actions from the Detail View​

From the campaign detail view, you can also:

ActionAvailabilityDescription
RunReady campaignsStart the campaign send
StopIn Progress campaignsHalt sending of queued messages
DeleteReady or Complete campaignsRemove the campaign
View summaryAny timeOpen a summary modal with template preview and campaign details

Next Steps​