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iCampaign Overview

This article provides an overview of the key areas within iCampaign. It is designed to help users understand the purpose of each module and how they supports effective campaigns, and communication.

Updated over 5 months ago

iCampaign Overview

By reviewing this article, you’ll gain a clear understanding of:

  • The role of each module in iCampaign.

  • Why each feature is important for engagement, and organizational efficiency.

The below is not a step-by-step manual. Instead, it focuses on overviews and purposes, giving you the “what” and “why” behind iCampaign’s core features.

What is iCampaign?

iCampaign is Dazos’ communication and marketing platform designed for behavioral health organizations. It integrates with Dazos CRM and patient data, enabling targeted, automated, and compliant email and SMS outreach.

Purpose:

To help organizations engage prospective clients, patients, alumni, referral partners, and staff with timely, personalized communication that drives admissions, strengthens relationships, and supports long-term outcomes.


Campaigns

The Campaigns area is where administrators and users create, manage, and deliver email or SMS communications. Campaigns can target all subscribers or specific segments.

Purpose:

  • Share announcements, updates, or events.

  • Deliver reminders, follow-ups, or alumni engagement messages.

  • Ensure communications are timely, relevant, and personalized.

Dashboard

The Dashboard is the starting point when you log in to iCampaign. It provides a high-level snapshot of your organization’s campaign activity, subscriber engagement, and overall system health. The purpose of the Dashboard is to give users and administrators a quick, visual understanding of performance.

Key Functions and Purpose

  • Campaign Performance at a Glance
    View recent campaigns and see metrics such as delivery success, open rates, and click-throughs.

  • Subscriber Overview
    Track subscriber growth, new imports, and segmentation activity.

  • Engagement Trends
    Spot patterns in how audiences interact with emails and SMS, helping refine future campaigns.

  • Workflow Monitoring
    See which automated workflows are active and confirm that they are running correctly.

The Dashboard is designed for daily use by marketing and communications teams, giving them an immediate view of progress, while also supporting administrators with system health and performance indicators.

Subscribers

Subscribers represent the individuals or organizations who receive your campaigns. This list syncs with Dazos CRM but can also be managed directly inside iCampaign.

Purpose:

  • Provide a centralized list of contacts for campaigns.

  • Keep subscriber information accurate and current.

  • Support segmentation, tagging, and targeted communication.

    • Segments allow you to group subscribers dynamically or manually based on conditions like demographics, lead stage, treatment history, or referral relationship.

  • Target campaigns to the right audience at the right time.

  • Improve engagement by tailoring messages to specific groups.

  • Support automation and workflows with precise audience filters.

Templates

Templates provide branded designs for emails and SMS that can be reused across campaigns and workflows. iCampaign includes both customizable templates and out-of-the-box options.

Purpose:

  • Ensure consistency in messaging and design.

  • Save time by reusing layouts instead of creating from scratch.

  • Personalize communications using tokens (e.g., {{subscriber.first_name}}).

Messages

In iCampaign, the Messages area is where all communication with your subscribers is tracked and managed.

You’ll see three main sections here: Email, SMS, and Conversations.

•Email and SMS act as logs. They capture a record of every message that has been sent out, so you can confirm timing, content, and delivery whenever you need to. Think of these tabs as your communication history.

Conversations are interactive. This is where you can have two-way chats with subscribers, most often through SMS. It serves a dual purpose: a record of all back-and-forth communication, and an active space where you can respond in real time.

The benefit of Messages is simple: it gives you visibility and compliance. Every interaction is documented, and you can always see exactly what’s been sent or received.

Workflows

Workflows are automation sequences that send messages or perform actions when specific triggers occur (e.g., new subscriber created, campaign completed, date reached).

Purpose:

  • Automate repetitive communications like reminders or welcome emails.

  • Deliver timely, personalized interactions at scale.

  • Standardize subscriber experiences across teams and workspaces.


Settings within iCampaign

Company Settings

Company Settings define the global information applied across campaigns, such as company name, logo, address, social profiles, and unsubscribe details. This area also manages sending domains and email services.

Purpose:

  • Ensure compliance with regulations like CAN-SPAM.

  • Maintain consistent branding across all communications.

  • Enable secure, verified email delivery through approved sending domains.

Sending Domains

Sending Domains are the verified domains (e.g., @yourcompany.com) used to send email campaigns.

Purpose:

  • Authenticate your organization as the sender.

  • Improve deliverability and reduce spam filtering.

  • Protect your brand reputation by preventing spoofing.

Manage Users and Roles

This area controls who can log into iCampaign and what they can access. Roles define permissions such as view, edit, or delete across different modules.

Purpose:

  • Provide secure, role-appropriate access.

  • Protect sensitive data and settings from unauthorized changes.

  • Support accountability and efficiency across teams.

Workspaces

Workspaces act as independent environments within iCampaign. They organize campaigns, subscribers, and templates by location or brand, helping teams keep communication and reporting clean and separated. Each workspace ensures the correct branding, content, and configuration is applied to the right audience

How Workspaces Are Used

  • Workspaces segment audiences by location or brand

  • If all locations share the same branding and messaging, use one workspace. If locations operate under different brands, messaging, or teams, set up multiple workspaces

Purpose of Workspaces

  • Provide clear separation between locations and brands

  • Prevent campaign overlap or sending messages to the wrong audience

  • Support multi-site organizations with different programs or branding

  • Improve management, reporting, and control across distributed teams.

Themes

The Themes area allows admins to adjust the look and feel of the iCampaign platform, including colors, fonts, buttons, and report visuals.

Purpose:

  • Align iCampaign’s interface with your organization’s branding.

  • Create a consistent user experience across the platform.

Trust Hub (SMS Text Compliance)

Trust Hub ensures all SMS (text) messages sent through iCampaign comply with U.S. carrier regulations (A2P 10DLC). Companies must register their business, brand, and campaigns before sending SMS.

Purpose:

  • Protect deliverability by ensuring carriers recognize your messages as legitimate.

  • Reduce the risk of blocked or filtered SMS.

  • Maintain compliance with industry and carrier rules.

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