---
title: "Campaign Views in the PostPilot App: Details and Explanation"
description: In this article, we'll walk through Single Campaign Views and Campaign Groups in the PostPilot App.
---

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# Campaign Views in the PostPilot App: Details and Explanation

## In this article, we'll walk through Single Campaign Views and Campaign Groups in the PostPilot App.

### Jumplinks to Main Sections:

- [Understanding the Campaigns (All) View](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=a%20hover%20state.-,Understanding%20the%20Campaigns%20(All)%20View,-In%20the%20default)
- [Data Shown in Campaigns (All)](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=can%20filter%20further.-,Data%20Shown%20in%20Campaigns%20(All),-The%20columns%20that)
- [Grouping Campaigns](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=you%20have%20chosen%3A-,Grouping%20Campaigns,-Before%20we%20move)
- [Understanding the Campaigns (Groups) View](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=(see%20below)%3A-,Understanding%20the%20Campaigns%20(Groups)%20View,-Sorting%20campaign%20groups)
- [Examining Campaign Group Performance](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=or%20remove%20campaigns.-,Examining%20Campaign%20Group%20Performance,-To%20see%20the)

### Overview

**In the PostPilot app, campaigns can be defined in two ways**:

- An individual direct mail initiative sent to one customer list or segment. *E.g., Postcards sent to win back customers who last purchased 90 days ago and purchased 2–3 times, named “May Winback: LOD = 730 | NO \> 3.” (LOD means “last order date;” NO means “number of orders.)* 
    - These individual initiatives can be found in the “**All**” toggle.
- Groups of individual initiatives. *E.g., May 2025 campaigns*.

![campaigns 3.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-nxhZT1WZ65/a043b9c08cebc23fb023a1e7e28d9ba7d7c44a413399db6c4a943b0a0cda89c2e90ea56179c395c933f867594d3db22febce1681657922ae614e669fbc124c57a5fa43a1c442a29ea504485f0bfc2e0baafa71469d9bc3c5617312ad0c42a773a61ce9ca)

*Default campaign view. Names + coupons are redacted. Campaign groups are not active.*

Within the **Campaigns** section of the PostPilot app, the default view (”**All**”) will show a list of individual campaigns (max 20 individual campaigns on one page).

#### Accessing Campaigns

From your main PostPilot dashboard, click on the second icon from the top, on the left menu. “**Campaigns**” will pop up in a hover state.

![campaigns 1.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-jAnVz2XE52/183b9c4478b1c6630073dce38215612ffdc6091cec8d81fdd0fbfb21e37c943c0e18b6c16e9c09a75761b06389d21c07d20bd7e6845262a7dd6d18b320aabb57cf7eda1311c500e33677afe05e61296d8f13dfc988288b96e54782158d991845db3c8464)

### Understanding the Campaigns (All) View

In the default view, every individual campaign (aside from those that have been archived) will appear in a list.

There are a number of columns that provide details about individual campaigns.

This section will explain information, filters, and data within **Campaigns (All)**.

#### **All vs. Groups**

This toggle will allow you to see the default **Campaigns (All)** view. Clicking on **Groups** will introduce a different screen (see “[Understanding the Campaigns (Groups) View](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=(see%20below)%3A-,Understanding%20the%20Campaigns%20(Groups)%20View,-Sorting%20campaign%20groups)”).

 

**Note:** Groups will only appear once you’ve created at least one campaign group.

![campaign detail 1.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-LSAXwBiTuR/ce4b86ad98f1442c7f8adc2ff36e230daadaa918f06eda08211a1c7db68ce65addc2dbaa02f1613e685656a54ad5b9d07737420af71b3b1c2cdc816e35a2aaae93282d59c5b6ce2926a208f99ddf0d82b153bd807b680eb968bd34cb2d1469e43a320c38)

 

This view can filter campaigns in a variety of ways. By typing in a word that appears in the “Campaign Name,” all campaigns that include that keyword will populate.

![campaign dash 2.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-dwzTFLfmwx/1f3ba3340a9eddde98d29c893b589bbc7d784f45379329e8c4e6b2dba62f9676f5fcdb7613db08b23eb5639564fce7393ba592afcf0fa4551ec13662881b01d5667e1fadfea7be49b3b3ccbaf3f035837f9cd12ea3b763022f989ecbd6f418eb5125a6ec)

 

By clicking the **All Types** dropdown, the following filtering options will appear:

![Screenshot 2025-05-05 at 9.47.05 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-cXmhMO9H6T/5d23c74b7b0e8c9265941e195fa70716049f82479290ddb4ef5228402c778210dd1df493a6aed06b276d7ee5bd169eda4e5c487c066691c73b5822da8a30ad9defb3d6cb215b9dae1da3a4c0f9071da611d953ae3b55c1259a5e152beb6b0d2ed2f00412)

- **Automated**: The individual campaign has been set to work dynamically. As soon as a lead or customer hits the campaign parameters (e.g., LOD = 90; NO \> 3), a mailer will be sent to them.
- **One-off**: The individual campaign will launch once.

 

 

 

 

By clicking the **All Categories** dropdown, the following filtering options will appear:

![Screenshot 2025-05-05 at 9.47.47 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-hHYFtRgAxo/5ebfc7cc44cff4aef01f1d73933bc175690508af01ade25e06ccbf960e7f6d4366f05371e9462297306ca5c8def1214835bcecc2a108b9677e29ed444f92827e58045f0a752cd7c1f259ec6e8ab94e4d046f154f920453a8e5c238df875f97ea3eab760e)

- **Retention**: Campaigns targeting customers who have purchased before.
- **Retargeting**: Campaigns targeting leads who have not purchased before but have shown some brand interaction (browsed site, signed up for email list, added to cart, started checkout).
- **Acquisition**: Campaigns targeting individuals who have never purchased nor interacted with your brand.

 

 

By clicking the **All Statuses** dropdown, the following options will appear:

![Screenshot 2025-05-05 at 9.48.17 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-g-N7RXDQHh/d70f84948c747edea4b99ca5b1070632ceafed1aee84b755f14e933fd3c2de47c2f6b46135e93b42a5f2f8947196e12717bbff59c3ba8c2e0c12c4615ffa8df7ea6666b7496d6712a4e7f8ac2f1b71f5c1087bc0a1d658085978a1e4bd9988108b92d63a)

- **Draft**: An individual campaign has been created via the “New Campaign.” It can be edited.
- **Ready to send**: Cleared all pre-flight checks (design, data, targeting, etc.) and is approved.
- **Queued**: Submitted and is scheduled for printing but hasn’t yet been printed or mailed.
- **Sending**: In the process of sending campaign to print facility.
- **Sent**: Print facility has received campaign send details.
- **Stopped**: An automated campaign that has been stopped.
- **Active**: Refers to automated campaigns that are live.
- **Insufficient Funds**: Couldn’t proceed because the payment method on file doesn’t have enough available credit or funds to cover the campaign cost.
- **Emergency Stopped**: Immediately halted, even if it was already in the production pipeline.

 

By clicking the table icon next to the **All Statuses** dropdown, you can toggle a wide array of data points to populate in the overall **Campaigns (All)** view. The entire list of possible data points is listed and defined below.

![Screenshot 2025-05-05 at 10.07.37 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-2uhQCI4erO/49bc6b8c82e111aa459683a3e57604e9cde53de2434e7f170275d2e340f214636beefa15a2f18b4ffe3acda7cedefe805d06a9a36e3da22cc7b89e5074bc5dce79486894da049407792f723f02c2792ecffe8ca2def06e5cde7908698b699cf5f55a2a5f)

- **Campaign Name**: The chosen label for the individual campaign.
- **Type**: One-off or automated campaign.
- **Category**: Acquisition, retargeting, or retention.
- **Created At**: The day the campaign was initially created.
- **Last Launched**: The day the campaign last launched. The most recent launch date.
- **Status**: The stage of production the campaign is at.
- **Sent**: The number of mailers sent.
- **Spent**: The amount the mailers cost.
- **Revenue**: The revenue generated by the mailers.
- **Conversions**: The number of purchases generated by the mailers.
- **ROAS**: Revenue / spend
- **Size**: The mailer type (4x6, 6x9, 6x11, Cardalogs, Catalogs, Handwritten)
- **Design**: A small image of the mailer. By hovering, you can see the name of the design.
- **Segment**: The particular customer group targeted by the mailer.
- **Coupon**: The coupon name.
- **Coupon Redemptions**: The number of customers who used the coupon.
- **Revenue per recipient**: Total revenue / number of recipients
- **Conversion rate**: Number of purchases / number of recipients
- **iROAS (incremental revenue on ad spend**): How much additional revenue was generated because of the campaign, excluding purchases that would have happened anyway.
- **Incremental revenue per recipient**: Incremental revenue / number of recipients
- **Holdout %**: The percentage of a segment not sent mail as part of a campaign.
- **Held cards**: Mailers that were intentionally pulled out of the mailing process and not sent, even though they were originally part of the campaign.
- **Holdout conversions**: The number of people in your holdout group (the ones who didn't get mailed) who converted anyway. Meaning they made a purchase during the campaign window.
- **Holdout revenue**: The total revenue generated by the holdout group during the campaign window.
- **Holdout revenue per recipient**: Holdout Revenue / Number of Holdout Recipients

By toggling **Show archived campaigns** and **Hide grouped campaigns**, you can filter further.

![campaign detail 1 2 copy.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-3kuhjWoofC/1f1f03acaa44600fec3d633a374165ef45071ffa5ad5cd26f65c4683b5a158ad6b9de4d5b4ce3a1f3c17aacd33f5e3c8cbe085f65b04b8144d595eb950811ca7b6b6859edebbbd4256a68dc24ad52b43cf1b21d93e5d215fa54b564a27839f0c915275b3)

---

### Data Shown in Campaigns (All)

The columns that appear in the main **Campaigns (All)** dashboard view will be based on what was selected from the table icon.

![campaign detail 1.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-Ez4U6qsnra/1d60a0bf10aee2e06b348f346860bcd5870882bdc8b51e454e8a0302a252c0b05741e9332dee5421015ff55f6403033c3235fb9b5207bb169e6b7e98fcbed9be991d6667236e4f85fc17114b7f3512ed580a62a7d0305b674cc2121f22050206335394d5)

 

When you scroll to the right, you will see the rest of the columns you have chosen:

![campaign detail 2.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-ebAaBHXJrL/58f6062dc31d8fd2b0d7f2efd89578cc42b804f848261080f89d0d63f9dbdf7729e30b4c87a3d5f8f22406e597af9b01ded351b342282ee498c15757d4bc88514a27d778cdb6218efe45da5dc37c3783312db8a9410d55af6a0ffbb35041ec753b49f709)

### Grouping Campaigns

Before we move into the **Campaigns (Groups)** view, we’ll show you how to create campaign groups.

To add campaigns into a particular campaign group (or create a new campaign group), you can check individual campaigns, then press “**Group \[X\] Campaign\[s\]**.”

**Step 1**: Choose individual campaign(s) to group.

![Screenshot 2025-05-05 at 11.22.37 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-2E7OvJSaa-/55faf3e713e8cd0b6f7d5754beb6aaf28f0e10748abd0b2aba8fc2a43ff9ffef845b0a1446c717274d7114f69ca85d919bdeb2b2fcb883266387d723993a752e39931c6fb1100c825c7e16ff293d716e27e1b588d69602daa5116aae96609152036f80ea)

 

**Step 2**: Add a **Campaign Group Name** and click “**Create Group**."

- Important note: You can also add campaigns to a *current campaign* by choosing an existing **Campaign Group Name** in the dropdown shown below.

![Screenshot 2025-05-05 at 11.20.04 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-gWvFVInyZZ/4093251a0a447189e2c61a9f0ad3a7b3f20a3a469d343aa96ddb72e03c476c0ca7e9cb4f9e08147a5568d2a018835874261835e8248a7b54b3e0ec5b843e4f050500fe90484e33b0fb056f428465bd9580c0586b3b4a7a765a963d7ab1163a00e4f208dd)

 

**Step 3**: You will then be taken to the **Campaign group details** overview. There, you can click on a specific **Campaign Group** to see the individual campaigns within the Group.

![Screenshot 2025-05-05 at 11.27.24 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-XA6uzWy5Zq/3a16103e34d34f8fba04eab6e37974167a869fc4b30464090417c523f5bb5f3cdd9fc5b849993463766ad4779ca92a58093d19d2f487c830309d5fd10de1cce0b34f0748790756bc8cbb13868f2aed24e35196bafbc0aa4f65bac35319de3731b3b7c98e)

 

**Grouping Notes**:

- Campaigns can only be in ONE Campaign Group at a time.
- Campaign Groups can be a mix of one time and automated campaigns.
- Within the main **Campaigns** dashboard view (with the **All | Groups** toggle), you can hide currently grouped campaigns. This way, you can find and group campaigns not currentl in groups.
- To change the name or archive a campaign, click the pencil icon next to **Campaign group details** (see below):

![Screenshot 2025-05-05 at 11.30.53 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-MOfhMQ3DXA/02a6b219207fee6391b940680bd9ab26bb3b351db758e6fa50cf393bd2e1f31325ef16e9c84345ca8517a32691e7388cccfdddaa2803ca5a77a14e21cb431dfb85827d4ab4eb114dd473d3a00bebd2d8bc2d91ae85298a215616afedeceb7c39bcbc48f0)

### Understanding the Campaigns (Groups) View

Sorting campaign groups works in the same way as sorting individual campaigns in **Campaigns (All)**.

You can search campaign names by keyword using the “**Search by name**” box.

![c969a051c6c1ae6168ed35e1a0613981d2bcffb645b26de773736512eef4fcdf299f96e0742990fb35cc645a9858117ad8d713113635cbaa853688caa2ba.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-wunkAcMXrB/41ea9bd62e4105792395bdf6d90316e219e92ff48a647926516b9ac4f830f0bb739ec44207ac68819ce3768f4c9402c98626698b1593e68981408b5b60c908affd80fd9bee395fed31c78909ef39f631bad71e1f606570adfa906a20877fbf22c64b96b8)

 

By clicking the **All Types** dropdown, the following sorting options will appear:

![Screenshot 2025-05-05 at 11.39.31 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-ItV3HyFdkm/12d1791cc2efd0463eb4fe0684c880420970f5c6addb59a813da41bcb0f11e5b7fa16a8cdb710ea8247395da29ebe1062fd77e0cc08770039b908174224e72ba27e3b70c97624a649175d3389e6d4e88d88d09a6de5628e53a18d2b8776c86530d31da61)

**Note**: All statuses are identical to those in **Campaigns (All)**, aside from **Mixed**, which means there is more than one type in the group.

 

By clicking the **All Statuses** dropdown, the following options will appear:

![Screenshot 2025-05-05 at 11.39.35 PM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-4UiQTSGAo4/a770b3a6b387897ffd2a170e5ce674016fd52d552280e97fef1664920b055f0bdc172b742b2ca58219cd0b4288584dead4e4df41492572743cde236d77eace9f6bffc2627f42656660aa74a1cb3cbceff055920ff9c8b96744f8714dcbf125415024e762)

**Note**: All statuses are identical to those in **Campaigns (All)**, aside from **Mixed**, which means there is more than one status in the group.

 

By toggling **Show archived campaigns**, you can filter the campaign groups further.

![Campaigns.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-gq3xgl2A-I/0e8896c969c9671c91e343fcce693b18c9344b07960f8a390083eab748a9f7c85723f06d27abbe5a41236bc6d1f4b9ebd15a129018d5b3134b33b1560b34576861510d6ed24f8e62be7a11390a76a2b719c5655e17096155161b85e87a189e41f0705254)

### Data Shown in Campaign Groups

The following data points are shown in the main **Campaign Groups** view:

- **Name**: Name of a campaign group.
- **Creation Date**: When the campaign group was created.
- **Category**: Mixed, Acquisition, Retargeting, Retention.
- **Type**: Mixed, Automated, or One-off.
- **Campaigns**: Number of individual campaigns within a group.
- **Status**: Mixed, Draft, Ready to send, Queued, sending, Sent, Stopped, Active, Insufficient Funds, Emergency Stopped, Internal Error.

**Note**: To view what each of these means, [return to the **Campaigns (All)** section](https://help.postpilot.com/knowledge/campaign-views-in-the-postpilot-app?hsLang=en#:~:text=Understanding%20the%20Campaigns%20(All)%20View).

#### Drilling into Campaigns Groups

To examine the individual campaigns within a Group, click on one that you have created.

![Screenshot 2025-05-06 at 12.00.28 AM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-8HCGWnGoM3/76024db36fa027f9c1f0358db1172c0df6d20a9f0d3ed491194c13ebd3cf972f5c8ca89bb348c275c14bdfabe6fbff9cbf7db88f64a3e52b7f78fe1055d48f42268351d222bf0d9ea2cba8c16511305eb05fe08ffe58c5702a4fb92dd6c110c0572367bb)

 

You will be taken into the group, which will show every individual campaign name, and you can sort this view exactly as you do in **Campaigns (All)**.

- You can also download all campaigns that are currently in view, as well as add or remove campaigns.

### Examining Campaign Group Performance

To see the overall campaign results, scroll down to the bottom of the campaign group. There, you will see totaled/aggregated metrics based on those that you’ve chosen to display.

![Screenshot 2025-05-06 at 12.03.46 AM.png](https://codahosted.io/docs/NSe_voq8UK/blobs/bl-gsE3IqhhL7/781217af767fb2299a910923f847bde615c3001fd9ac3fb0730c92b2bab9468a7720ddc48533e34c79cdf23654203c3f7314384bdb8588a9473e3760a489a675151c5038cf093df4967edcd64bd4d8993841dbe3140ab2b2e81033089c531663661e937f)

If a metric is aggregate the formula used to calculate will show on hover.

**Formulas for KPI aggregates**:

- **Campaign Name Count (#)**: # of Campaigns in group
- **Sent**: Sum of all sent cards in group
- **Spent**: Sum of all spent $ in group
- **Revenue**: Sum of all revenue $ in group
- **Conversions**: Sum of all conversions in group
- **Conversion Rate**: (Sum of all conversions in group / Sum of all sent cards in group) \*100
- **ROAS**: Sum of all revenue $ in group / Sum of all spent $ in group
- **Revenue per recipient**: Sum of revenue $ in group / Sum of all sent cards in group
- **Coupon Redemptions (If Single Use)**: Sum of all coupon redemptions in group
- **Holdout %**: Sum of all held cards / (Sum of all held cards + Sum of sent cards)\*100
- **Held cards**: Sum of all held cards across in group
- **Holdout conversions**: Sum of all conversions from holdouts in group
- **Holdout revenue**: Sum of all revenue $ from holdouts in group
- **Holdout revenue per recipient**: Sum of all revenue $ from holdouts in group / Sum of all held cards in group
- **Incremental revenue per recipient**: Revenue per recipient - Holdout revenue per recipient
- **iROAS**: (Sum of all sent cards in group x Incremental Revenue per Recipient) / Sum of spent $ in group

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