Skip to main content

Team Leader Campaign View

If you're a Manager designated as a Team Leader of a team, you can click directly into any campaign owned by a direct report from the Campaigns by User Report to see that campaign's full email touch content and recipient list. This gives you visibility into a representative's messaging and engagement without needing them to share it manually.

Who can see this​

The click-through into a campaign is only available to Managers designated as a Team Leader of a team, and only for campaigns owned by their direct reports. Representatives reviewing their own campaigns, and managers viewing peers or skip-level team members, will not see this option.

Your access depends on how your organization's teams are set up. See Add members to your team for how Team Leader roles are assigned.

How to view a campaign's details​

  1. Go to the Yesware Reporting dashboard and select Reports in the left navigation panel.
  2. Under the Campaigns section, click Campaigns by User.
  3. Select a direct report you manage from the list to open their campaign summary.
  4. Click a campaign name to drill into it. This option is only visible to Team Leaders.
  5. Review the Touches tab for email content, timing, and engagement metrics, or switch to the Recipients tab to see everyone enrolled and their current campaign status.

Frequently asked questions​

Can I see campaigns for direct reports I do not directly manage?

No. Access is scoped to your direct reports only. Skip-level or broader team members' campaigns are not accessible through this view.

I manage someone, but I can't see their campaigns. What's wrong?

Your team hierarchy may not be set up correctly. Contact your organization's Yesware Admin to verify and update team and manager assignments in the platform.

Can a direct report tell when I've viewed their campaign?

No. There is no notification sent to the direct report when a manager reviews their campaign.

Can I edit or delete a direct report's campaign from this view?

No. Manager access is read-only. You can view a campaign's touches and recipients, but you cannot modify the campaign.