Campaign Dashboard Guide

Treat Campaign Dashboard as a reporting and coordination object, not just a label. The cleaner the campaign definition, the easier it is to trust the reporting later.

Keep Source and Medium values stable across your organisation. A campaign dashboard cannot reconcile vocabulary drift for you.

Use one campaign record per real initiative, not one per creative variation. If you split too aggressively, the reporting becomes noisy and harder to compare.

Review mailing-only and placement-backed campaigns differently. The dashboard handles them more intelligently, but they do not represent the same kind of engagement.

When the dashboard looks wrong, check naming and attribution alignment before you assume the metrics engine is broken.

Start with the campaign record itself. The dashboard should represent a real marketing initiative with a clear purpose, audience, and reporting window.

Use the main dashboard record to keep ownership and scope clear. Then use its tabs and related panels to understand how that initiative performed across content, messaging, and on-site activity.

The screen behaviour was cleaned up so the Manage path returns to the right place and the overall interface behaves more predictably across devices and colour modes. That makes the screen easier to work with day to day, but the core discipline is still the same: keep the campaign definition tight and readable.

The UTM Campaign panel is the most important addition for structured campaign attribution.

Use it to define:
- Zone for site-specific filtering
- Source as the originating platform or channel family
- Medium as the channel type
- Campaign as the initiative identifier or pipe-delimited set of identifiers

These values should align with the UTM values captured on inbound traffic and with any links your team builds in the UTM Link Builder. If the dashboard's values and the live links use different vocabularies, the reporting becomes fragmented or empty.

Set this panel carefully before traffic scales. Cleaning it up after multiple campaigns have gone live is much harder than getting the vocabulary right at the start.

Mailing-only campaigns now show more accurate engagement numbers in the dashboard. The screen sources click data from the newsletter link tracking system for campaigns that do not have on-site ad placements.

That matters because the click counts are then filtered for bots and deduplicated in a way that lines up better with newsletter reporting. Impression counts for mailing-only campaigns use total sends as the baseline metric.

Use this view when the campaign is primarily an email initiative. If you compare it directly with a placement-backed campaign without accounting for that difference, you can draw the wrong conclusion from the numbers.

Not every campaign is mailing-only. Some campaigns span content items, placements, contributors, or a mix of on-site activity and outbound distribution.

In the latest release the dashboard keeps the content tab visible even when no individual article or media item is selected, which is useful for contributor-style campaigns and broader content publishing. The screen also stopped showing unsent messages in the messaging tab and hides empty values that add noise without insight.

Use the tabs to understand what kind of campaign you are looking at before you interpret the headline metrics. A clean tab structure is often the difference between a usable dashboard and a misleading one.

Campaign Dashboard is most useful when you interact with it rather than treating it as a static report.

Review the date range first, then inspect the relevant tabs for messaging, content, or other linked activity. The overhaul improved layout, theming, date-picker behaviour, and mobile responsiveness, so the screen is much easier to navigate on different devices and in different colour modes.

If the dashboard feels cluttered, reduce the question you are asking. Start with one date window and one campaign objective before you compare multiple slices at once.

Campaign Dashboard is one part of a wider marketing loop. Visitor sessions can now capture inbound UTM values, those values can be retained against Contacts and Orders, Referral Analysis can break results down by UTM dimensions, and Customer Signals can trigger automations from matching UTM traffic.

Use the Campaign Dashboard for campaign-level interpretation. Use the UTM guide when you need to understand how the values were captured. Use Referral Analysis when you need more traffic-oriented grouping. Use Customer Signals when you want to act on the traffic rather than just report on it.

This is also why terminology matters. Campaign Dashboard, Customer Signals, and Lifecycle Analysis are now part of one clearer marketing language inside Affino.

If you are coming from an older Affino workflow, the naming changes can be more confusing than the feature changes themselves.

The important shifts are:
- Campaign Dashboards is now Campaign Dashboard
- Conversion Events is now Customer Signals
- Customer Ladder is now Customer Lifecycle
- Customer Ladder Analysis is now Lifecycle Analysis

This is not cosmetic only. The new naming is meant to make the marketing workflow easier to follow from acquisition through automation and reporting. When you update internal training or customer-facing help, use the new names consistently so the product and documentation stay aligned.

Use this checklist before you rebuild a campaign record or distrust the reporting.

• If the dashboard looks empty, check whether the UTM panel values actually match the live Source, Medium, and Campaign values on the traffic.
• If mailing counts feel odd, confirm whether the campaign is mailing-only or has on-site placements as well. The metric source is different.
• If the tabs feel misleading, check whether unsent messages or zero-value rows were part of your earlier expectation. The release deliberately cleaned that up.
• If navigation behaves unexpectedly, confirm you are on the renamed Campaign Dashboard path rather than relying on old internal labels.
• Avoid creating a new campaign record for every tiny variation. That usually makes reporting harder, not better.
• Avoid inventing new Source and Medium vocabularies halfway through a campaign cycle.

The simplest fixes usually come from cleaner structure and naming discipline rather than more complicated analysis.

Use the Campaign Dashboard as part of a connected marketing help set rather than as a standalone reporting screen.

The most useful companion guides are:
- UTM Campaign Tracking Guide for building and understanding the attribution layer
- Customer Signals Guide for campaign-aware automation
- Message Campaigns Guide for email campaign creation and measurement

If your next question is about traffic capture, go to UTM. If it is about automated follow-up, go to Customer Signals. If it is about email execution, go to Message Campaigns.