To view the campaign history for a contact

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The procedure to view the campaign history 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 where the contact is a member of the target audience, as displayed in the Campaigns summary table 3. Certain fields are worthy of special note and are captured in the table below 1.
  4. Click on Close.


Field

Description

Campaign Name

The name of the campaign linked to the contact.

Join Date

The date on which the contact was included in the segment audience identified for the campaign.

How Added

The method by which the contact was included in the segment audience identified for the campaign i.e. Segment Selection or Manually.

Communications

The number of communications sent to the contact in respect of the campaign.

Status

The status of the contact in relation to the campaign i.e. Live or Cancelled.

Status Date

The date on which the status was applied to the contact in relation to the campaign.

Cancelled Reason

The parameter value used to qualify the circumstances surrounding the campaign being cancelled for the contact, as appropriate.

Response

The outcome of the campaign as a consequence of the contact's response i.e. Positive or Negative.

Reason

A parameter value used to qualify the contact's 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.


Tip

1 By default, all campaigns are sorted first by 'Join Date' and then alphabetically; to aid analysis, rows can be reordered by clicking on any of the available headings.

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 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.


See related topics...

Campaign recipient management overview

To add a campaign to an individual contact record

To define the user profile

Using the search facility