Filter and manage your email and SMS broadcasts

Why use filters?

Using filters helps you quickly find the right broadcast for the task at hand. For example, you might want to:

• Re-use content from a message you already sent.
• Edit or delete a broadcast before it goes out.
• Clean up drafts that are no longer needed.
• Track campaign-specific messaging.

Key details:

• Status: Sort broadcasts by their lifecycle stage: Sent, Scheduled, or Draft. 
• Categories: Custom labels you define—use them to group messages by purpose (e.g., Promotions, Newsletters, Product Launches).
• Campaigns: Link broadcasts to specific marketing campaigns for easier tracking and analysis.

Filter: Status

Each status reflects where the broadcast is in its lifecycle. 

Sent

View messages that have already been delivered.

• Useful for referencing past content or cloning a broadcast
• Sent messages cannot be deleted or modified

Scheduled

See messages set to go out at a future date/time. You can:

• Edit their content
• Delete them
• Return them to Draft status

Draft

Find messages you’ve started but haven’t sent. You can:

• Edit and continue working
• Use as a template for a new broadcast
• Delete it if no longer needed

Filter: Category

Organize broadcasts by theme or purpose.

• Categories are custom—you define them when creating a broadcast.
• Filter by category to group similar messages together and stay consistent in tone and timing.

To define email and SMS categories:

1. Open the draft or scheduled broadcast.
2. Click the category label under the broadcast name.
   
3. In the pop-up, choose a category or click Manage my categories to add/edit them. 
4. Click Done to confirm.
   

Filter: Campaign

Use campaigns to group related broadcasts. Filtering by campaign helps:

• Review all touchpoints
• Ensure consistency across messages
• Track campaign performance over time

To filter by campaign:

1. Click on Advanced Filters.
2. Select the relevant campaign. Learn about adding assets to campaigns.