Once an Advocacy campaign has been created, it becomes accessible from the Advocacy dashboard, where you can monitor performance, track participation, send reminders, and manage drafts.
This article explains the following:
For more information on creating an advocacy campaign, take a look at this article.
How to access the Advocacy dashboard
All Advocacy campaigns are accessible from the Advocacy dashboard. To access the Advocacy dashboard click Advocacy or the megaphone icon from the left-hand navigation bar.
Campaigns are grouped into the following tabs:
Draft – Campaigns that have been created but not yet launched
Active – Campaigns currently running and accessible to advocates
Archived – Campaigns that have ended or been manually closed
Each campaign in the list is labeled with its type (Link or Post) for quick identification.
In the Advocacy dashboard, the following insights are available to provide a quick overview:
Contacted - Number of emails sent
Opened - Open rate of campaign emails
Clicks - Percentage of contacted advocates who clicked the campaign CTA (call to action)
Shares - Share rate based on advocate interaction
To view the details of a campaign, click the campaign name from the list.
How to view and interpret Advocacy campaign results
Once an Advocacy campaign has been launched, detailed results are available across three tabs: Overview, Performance, and Audience. These tabs provide real-time insights based on campaign type (Link or Post).
Overview
The Overview tab displays campaign configuration and high-level performance indicators.
Metrics include:
Audience size – Number of advocates targeted
Contacted – Number of invitations sent
Opened – Open rate for campaign emails
CTR – Percentage of advocates who clicked the CTA
Shares – Share rate based on advocate interactions
Visits – Total traffic generated through shared links (Link campaigns only)
Additional fields:
Shared content – Preview of the promoted link or post
UTM details – Tracking parameters applied to shared URLs
Suggested copies – All copy variations provided at setup
Internal notes - Notes visible only to Owners and Managers
Campaign information – Title, description, status, start and end dates
Use the Preview what your advocates can see link to view the campaign landing page as seen by recipients.
Performance
The Performance tab surfaces detailed results across the email funnel and engagement metrics.
Metrics available for Link campaigns:
Sent emails – Number of invitations delivered
Opened emails – Open rate
Clicked in emails – Click-through rate
Content shared – Percentage of advocates who shared the link
Traffic generated – Number of UTM-tracked visits
Sharing network distribution – Shares by social network
Visits per social network – Traffic source breakdown
Metrics available for Post campaigns:
Sent emails – Number of invitations delivered
Opened emails – Open rate
Clicked in emails – Click-through rate
Actions on post – Total likes, comments, and shares
Engagement rate – Percentage of advocates who interacted with the post
All metrics update in real time once the campaign is active.
Audience
The Audience tab shows engagement data at the list and individual advocate level.
For each advocate, you can view:
Delivery status – whether the email was sent
Engagement status – whether the advocate opened, clicked, shared, or engaged
Associated lists – groups the advocate belongs to
You can filter or sort the data to identify top performers or inactive advocates. Use Send reminders to follow up with selected individuals or entire lists.
How to edit an Advocacy campaign
You may only edit Advocacy campaigns that are in Draft status. Once a campaign is active or archived, it can no longer be modified.
To edit a Draft campaign from the Advocacy dashboard:
Click the Draft tab
Select an Advocacy campaign
Make any required edits see How to create an advocacy campaign for more information
Click Save as draft or Start campaign once edits have been made
Campaigns that have ended or been manually archived move to the Archived tab and are accessible in read-only format for reporting purposes.
To manually archive an active campaign from the Advocacy dashboard:
From the Active tab, select the campaign
Click Stop & archive campaign
Confirm in the pop-up
Please Note: Once a campaign is archived, advocate activity will no longer be tracked, and the campaign cannot be reactivated.