Tracking Campaign Progress

Once your campaign is running, SignNXT provides powerful tools to track progress, monitor completion rates, and manage your campaign. This guide shows you how to use the campaign dashboard and detail pages effectively.

Campaigns Dashboard

The Campaigns dashboard is your central hub for managing all campaigns.

Accessing the Dashboard

From your main navigation, click "Campaigns" to open the dashboard.

Access campaigns from the main navigation

Dashboard Overview

The dashboard shows:

Your campaigns dashboard

Key Elements:
• Campaign list - All your campaigns
• Status badges - Visual status indicators
• Statistics - Quick metrics for each campaign
• Search & filters - Find specific campaigns
• Summary stats - Overall campaign metrics

Campaign List

Campaign Cards

Each campaign is displayed in a table row showing:

Campaign list with key information

Information Displayed:

1. Campaign Name - Your chosen name
2. Status Badge - Current status (Draft, Processing, Completed, Failed, Paused)
3. Total Recipients - How many documents in campaign
4. Documents Created - How many documents generated
5. Documents Sent - How many emails sent
6. Documents Signed - How many completed
7. Documents Failed - How many errors
8. Created Date - When campaign was created
9. Actions - View, Edit (drafts), Delete (drafts)

Status Badges

Campaigns have different statuses:

Draft (Gray)
• Campaign saved but not started
• No documents created yet
• Can edit or delete

Processing (Blue)
• Campaign is actively creating/sending documents
• Progress updates in real-time
• Can pause or view details

Completed (Green)
• All documents created and sent
• Campaign finished successfully
• Can view final statistics

Failed (Red)
• Campaign encountered critical error
• Processing stopped
• Check error logs for details

Search and Filters

Find specific campaigns quickly using search and filters.

Search and filter campaigns

Search by Name

• Type campaign name in search box
• Results filter as you type
• Searches campaign names only

Filter by Status

• All Status - Show everything
• Draft - Only drafts
• Processing - Currently running
• Completed - Finished campaigns
• Failed - Campaigns with errors

Summary Statistics

At the bottom of the dashboard, see overall campaign metrics:

Campaign summary statistics

Metrics Shown:

• Total Campaigns - All campaigns created
• Processing - Currently running campaigns
• Completed - Successfully finished campaigns
• Total Recipients - Sum of all recipients across campaigns

These help you understand your overall campaign activity at a glance.

Campaign Detail Page

Click on any campaign to view detailed information and statistics.

Detailed campaign view

Campaign Header

At the top, see:

• Campaign name and status badge
• Template used for this campaign
• Created date and time
• Action buttons (Pause, Resume, View Documents)

Progress Bar

Visual progress indicator showing completion:

Campaign Statistics at a glance

Shows:
• Percentage complete (e.g., 75%)
• Documents created vs total
• Updates in real-time as processing continues

Statistics Cards

Four key metrics displayed prominently:

1. Total Recipients
• Total number of documents in campaign
• Based on CSV row count

2. Documents Created
• How many documents generated from template
• Increases as campaign processes

3. Documents Sent
• How many emails sent to recipients
• Should match created count (unless errors)

4. Documents Signed
• How many recipients completed signing
• Your completion rate indicator

5. Documents Failed
• How many documents had errors
• Click to see error details

Timeline

Shows key campaign events:

Campaign timeline

Events Tracked:
• Created: When campaign was created
• Started: When processing began
• Completed: When all documents processed

Individual Document Status

See status of each document in the campaign:

Track each document individually

Document List

For each document, see:

• Row number - Which CSV row
• Document name - Generated name
• Recipient(s) - Who needs to sign
• Status - Current state
• Created date - When document was created
• Actions - View document

Document Statuses

Pending (Gray)
• Document created but not yet sent
• Waiting in queue

Sent (Blue)
• Email sent to recipient(s)
• Waiting for signatures

Signed (Green)
• All signers completed
• Document finalized

Failed (Red)
• Error occurred
• See error message for details

Viewing Documents

Click on any document to:
• View document details
• See signing status
• Download signed PDF
• View audit trail

Error Logs

If documents failed, view detailed error information:

Error Information

For each failed document:

• Row number - Which CSV row failed
• Error message - What went wrong
• Timestamp - When error occurred
• Row data - CSV data for that row

Common Errors

Invalid email address
• Email format is incorrect
• Fix: Correct email in CSV and resend

Missing required data
• Required field has no value
• Fix: Add missing data and resend

Template not found
• Template was deleted
• Fix: Cannot fix, create new campaign

Daily limit exceeded
• Ran out of quota mid-campaign
• Fix: Resume tomorrow or upgrade limit

Exporting Error Logs

Download error logs as CSV to:
• Fix issues in bulk
• Share with team
• Keep records

Campaign Controls

Manage your campaign with these controls:

View All Documents

See all campaign documents

Opens filtered documents list showing only documents from this campaign.

Useful for:
• Checking individual document status
• Downloading signed documents
• Sending manual reminders
• Viewing audit trails

Refresh Statistics

While statistics update automatically, you can manually refresh using the Refresh icon in the top right of the campaign detailed page: • Click refresh icon
• Gets latest data from server
• Updates all metrics

Managing Draft Campaigns

Campaigns saved as drafts have special options:

Edit Draft

Click "Edit Draft" to: • Modify campaign settings
• Change column mappings
• Update reminder/expiry settings
• Upload different CSV

Note: Can only edit drafts, not sent campaigns.

Delete Draft

Click "Delete" to: • Remove draft campaign
• Free up space
• Clean up test campaigns

Confirmation required - cannot undo deletion.

Send Draft

When ready, click "Send" to: • Start processing
• Create and send documents
• Change status to "Processing"

Understanding Campaign Metrics

Completion Rate

Calculate your campaign's success:

Formula: (Documents Signed / Total Recipients) × 100

Example: • Total: 100 recipients
• Signed: 75
• Completion rate: 75%

Good completion rates: • 80%+ = Excellent
• 60-80% = Good
• 40-60% = Average
• <40% = Needs improvement

Failure Rate

Track errors in your campaign:

Formula: (Documents Failed / Total Recipients) × 100

Example: • Total: 100 recipients
• Failed: 5
• Failure rate: 5%

Acceptable failure rates: • <5% = Normal (email bounces, etc.)
• 5-10% = Review error logs
• >10% = Data quality issue

Time to Complete

How long until all signatures collected:

Factors affecting time: • Number of signers per document
• Sequential vs parallel signing
• Reminder frequency
• Document urgency

Typical timelines: • Simple (1 signer): 1-3 days
• Complex (2+ signers): 3-7 days
• With reminders: Faster completion

Best Practices for Tracking

Monitor Regularly

✅ Check daily - Review progress each day
✅ Watch for errors - Address failures quickly
✅ Track completion - See who's signed
✅ Review metrics - Understand performance

Take Action on Insights

✅ Low completion? - Send reminders
✅ High failures? - Check data quality
✅ Slow progress? - Increase reminder frequency
✅ Errors? - Fix and resend failed documents

Keep Records

✅ Export statistics - Save for reporting
✅ Download error logs - Track issues
✅ Document learnings - Improve future campaigns
✅ Share with team - Collaborate on improvements

Troubleshooting

Campaign stuck at "Processing"

Problem: Campaign shows processing but no progress
Solutions: • Refresh page to get latest status
• Check error logs for failures

Statistics not updating

Problem: Numbers aren't changing
Solutions: • Click refresh button
• Clear browser cache
• Try different browser

Can't find campaign

Problem: Campaign not in list
Solutions: • Check status filter (might be filtered out)
• Use search to find by name
• Check if in different workspace

High failure rate

Problem: Many documents failing
Solutions: • Review error logs for patterns
• Check CSV data quality
• Verify email addresses are valid
• Pause campaign and fix issues

Frequently Asked Questions

How often do statistics update?

Real-time! Statistics update automatically every few seconds as documents are processed and signed.

Can I download a report of campaign results?

Yes, you can export document lists and error logs as CSV files for reporting.

What happens to failed documents?

They're marked as failed in the error log. You can fix the issues and create a new campaign for those recipients.

Can I see who hasn't signed yet?

Yes, filter the document list by status "Sent" to see pending signatures.

How do I know when campaign is complete?

Status changes to "Completed" and you'll see 100% progress. All documents will show as sent.

Can I track individual document progress?

Yes, click on any document to see detailed status, signing progress, and audit trail.

What if I need to cancel a campaign?

Pause the campaign to stop processing. Documents already sent cannot be recalled.

How long are campaign statistics kept?

Forever! You can view campaign statistics anytime, even years later.

Next Steps

Now that you know how to track campaigns:

Related Guides

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Need help?
If you have questions about tracking campaigns, contact our support team at support@signnxt.com