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How to manage existing campaigns

Written by Max Kemplen

🎯 Goal

Review, edit, and maintain the campaigns that sit behind your email outreach, keeping lists current, recipient preferences accurate, and old campaigns findable.

❓ Why

Marketing lists decay. Contacts change jobs, opt out, or bounce. Campaigns pile up. Actively managing this layer, not just firing one-off sends, is the difference between a well-kept database that gets 40% open rates and a stale one that gets 9%.

πŸ” Overview

This article covers three common management tasks: editing a marketing list (adding/removing contacts), viewing existing marketing lists in Kato, and finding past campaigns for reference or duplication.


πŸ“Š Editing a marketing list

Add a contact to a marketing list

  1. Go to CRM β†’ Contacts.

  2. Open the contact.

  3. Scroll to the Marketing List section of their record.

  4. Select the marketing list you want to add them to.

  5. Save.

Remove a contact from a marketing list

Same flow as above β€” open the contact, deselect the marketing list, save.

If the contact you want to add doesn't exist yet, create them first.


πŸ“Š Viewing marketing lists

From CRM β†’ Contacts, apply the Marketing List filter to see all lists currently in Kato. Pick a list to view all the contacts in it. You can:

  • Edit any contact directly from the list view

  • Export the list as a spreadsheet for offline review

  • Check who's opted in/out before your next campaign


πŸ“Š Finding past campaigns

For a broad campaign list across your agency, use the Campaigns section of Kato (if applicable to your role). from there you will be able to see all the draft and previously sent campaigns. Clicking into a draft campaign will allow you to review and amend things before sending. Clicking into a sent campign will bring you t othe report page highlighting interesting and useful campaign performance data.

Data sets include:

  • Numbers Sent/ Opened/ Not Opened/ Bounced/ Clicks

  • The data related to each individual recipiant

From a disposal's Actions menu β†’ Campaign Reports shows you every campaign sent for that disposal β€” Sent campaigns with their send date, recipient count, and summary stats.


βœ… You've done it when…

Your marketing lists reflect current reality (no dead contacts, correct opt-ins), and you can find and reference any past campaign when planning the next one.

πŸ’‘ Common mistakes & pro tips

  • Run a list hygiene sweep quarterly. Bounces, opt-outs, job-movers. 30 minutes of maintenance keeps your list healthy.

  • New marketing lists are loaded by Kato support. Send the list to support@kato.app using Kato's loader format β€” verify it before the first campaign.

  • Contacts on a marketing list still need individual GDPR opt-in. List membership isn't consent. Consent is consent.

  • Don't delete old campaigns β€” the performance data is gold for benchmarking. Archive/ignore is fine.

  • Consistent list naming. "Q3 Tech Occupier Watch" beats three variants ("Tech occupiers Q3", "Q3 tech", "Tech outreach"). Clean names = clean analytics.


πŸ’¬ Need Help?

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