Campaign Overview Panel
4 min read
The Campaign Overview Panel provides a detailed view of any campaign without leaving the campaigns list. It’s a slide-out panel that shows all campaign information, health metrics, and quick actions in one place.
Opening the Overview Panel #
Click any campaign name in the campaigns list to open the overview panel. The panel slides in from the right side of the screen.
Alternative Access #
- Click the health score indicator
- Click “View Details” in row actions
- Click campaign cards on the dashboard
Panel Layout #
The overview panel is organized into collapsible sections:
| Section | Information Shown |
|---|---|
| Header | Campaign name, status badge, quick actions |
| Basic Info | Name, description, priority, creation date |
| Products | Selection type, product count, categories |
| Discount | Type, value, badge settings |
| Schedule | Dates, times, recurring pattern |
| Health Score | Score, issues, recommendations |
| Performance | Revenue, conversions, trends (Pro) |
Header Section #
Always visible at the top of the panel:
- Campaign Name: Large, prominent display
- Status Badge: Current status with color indicator
- Close Button: X to close the panel
Quick Action Buttons #
Available actions depend on campaign status:
| Button | Action | Availability |
|---|---|---|
| Edit | Open in Campaign Wizard | All campaigns |
| Duplicate | Create a copy | All campaigns |
| Pause | Suspend the campaign | Active only |
| Resume | Reactivate | Paused only |
| Activate | Start immediately | Draft/Scheduled |
| Delete | Permanently remove | All campaigns |
Basic Info Section #
Core campaign identification:
| Field | Description |
|---|---|
| Campaign Name | The display name |
| Description | Internal notes (if any) |
| Priority | Level 1-5 with label (e.g., “3 – Normal”) |
| Created | Date campaign was first created |
| Last Modified | Date of most recent change |
| Campaign ID | Internal reference number |
Products Section #
Product selection summary:
Selection Type Display #
- All Products: “Applies to all products in store”
- Specific Products: “X products selected”
- Random Products: “X random products per occurrence”
- Smart Selection: “Smart: [Criteria name]” (Pro)
Product Count #
Shows the number of products currently affected by the campaign.
Category Filter #
If category filtering is applied, shows which categories are included.
Product Preview #
Click “View Products” to see a list of affected products (first 20 with “show more” option).
Discount Section #
Discount configuration details:
Discount Type #
- Percentage Discount
- Fixed Amount Discount
- Tiered Volume Pricing (Pro)
- Buy One Get One
- Spend Threshold (Pro)
Discount Value #
- Percentage: “20% off”
- Fixed: “$10 off”
- Tiered: Shows tier summary
- BOGO: “Buy 2, Get 1 Free”
- Threshold: Shows threshold levels
Badge Settings #
- Badge enabled/disabled
- Badge text (auto or custom)
- Position
- Colors preview
Schedule Section #
Timing information:
Date Range #
Start: December 20, 2025 at 00:00 End: December 27, 2025 at 23:59 Duration: 7 days
Relative Time #
- Active: “Ends in 3 days”
- Scheduled: “Starts in 2 days”
- Expired: “Ended 5 days ago”
Recurring Information #
If recurring is enabled:
- Pattern type (daily/weekly/monthly)
- Interval and days
- Next occurrence date
- End condition
Health Score Section #
Campaign configuration quality:
Score Display #
┌────────────────────────────────┐ │ Health Score: 85/100 │ │ ████████████████░░░░ Good │ └────────────────────────────────┘
Health Status #
- Excellent (90-100): Green – Well configured
- Good (70-89): Blue – Minor improvements possible
- Fair (50-69): Yellow – Review recommended
- Poor (30-49): Orange – Issues affecting performance
- Critical (0-29): Red – Serious problems
Issues List #
Specific issues affecting the score:
- ⚠️ “3 products are out of stock”
- ⚠️ “Campaign conflicts with 2 others”
- ⚠️ “Discount value unusually high (75%)”
Recommendations #
Actionable suggestions:
- 💡 “Consider excluding out-of-stock products”
- 💡 “Review priority to resolve conflicts”
- 💡 “Add an end date for better tracking”
Performance Section (Pro) #
Campaign analytics (Pro users only):
| Metric | Description |
|---|---|
| Revenue | Total revenue from discounted products |
| Conversions | Number of orders with discounted items |
| Units Sold | Total discounted items sold |
| Avg. Order Value | Average order containing discounted items |
| Trend | Comparison to previous period (↑↓) |
Time Period #
Metrics shown for:
- Campaign lifetime (default)
- Last 7 days
- Last 30 days
View Full Analytics #
Link to the detailed Analytics dashboard for this campaign.
Closing the Panel #
- Click the X button in the header
- Click outside the panel (on the dimmed background)
- Press Escape key
The panel closes and you return to the campaigns list.
Using the Panel Effectively #
Quick Review Workflow #
- Open campaign list
- Click through campaigns to review
- Check health scores
- Take action on issues without opening the full wizard
Comparison Workflow #
- Open panel for Campaign A
- Note key settings
- Close and open Campaign B
- Compare configurations
Quick Actions Workflow #
- Filter by Active campaigns
- Click each to review performance (Pro)
- Pause underperformers directly from panel
- No need to open the wizard for simple actions
Troubleshooting #
Panel not opening #
- Check for JavaScript errors in browser console
- Try a hard refresh (Ctrl+Shift+R)
- Disable other plugins temporarily to test conflicts
Data not loading in panel #
- Slow connection may cause delays
- Check for AJAX errors in console
- Verify user permissions
Panel displays outdated info #
- Close and reopen the panel
- Clear browser cache
- Refresh the campaigns page
