To update the outcome of a campaign for a contact

The procedure to update the outcome of a campaign for a contact is as follows:

1. Using the global search facility, type in the first few characters of the contact to whom a campaign has been targeted 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Campaigns (contact summary 360 view) 2. The Campaigns tile is activated, revealing a list of all campaigns associated with the contact in the Campaigns summary table.
4. Highlight the row matching the campaign for which an outcome has been obtained.
5. Click on Campaign Outcome. The Campaign Outcome window is displayed, confirming the name of the campaign and any associated notes in support of its purpose and derivation.
6. Using the Outcome drop-down field, select an appropriate parameter value to reflect the contact's response type i.e. Positive or Negative.
7. Using the Reason drop-down field, select a corresponding parameter value to qualify the given response e.g. 'Accepted' or 'Requested more information' for a Positive response type; 'Not interested', Not at this time', or 'Not suitable' for a Negative response type.
8. Click on Save. For campaigns linked to a survey, a positive response will launch the customised template, ready to record the individual responses provided by the contact. This requisite step is covered separately in the topic To complete the contact responses for a campaign survey. Alternatively, for a negative campaign response, a linked survey will not be launched i.e. the contact has indicated that they do not wish to proceed.
9. Otherwise, where no survey is linked, the positive or negative outcome response recorded for the campaign is instantly displayed in the Campaigns summary table 3.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Where a negative response outcome is recorded, the campaign status is set to Cancelled and the cancellation reason is set to Manual.

See related topics...

Campaign response management overview

To complete the contact responses for a campaign survey

To define the user profile

Using the search facility