Viewing Campaign Details

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Campaigns can be either running campaigns, which is a campaign where all details are known and no adjustments are required, or an inactive campaign, which is a campaign where one can introduce changes and make additions to the campaign parameters.

When you click the name of a Running Campaign in the overview, you will navigate to the multi-tabbed Campaign Details page, as shown in Figure 1.

 

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Figure 1 Active Campaign Details

The sub-tabs on the Campaign Details page listed are:

Details - displays all basic information concerning the campaign, as specified below:
Short description of the campaign.
Related groups.
Message details and delivery details (if sent through email, fax, or mail merge).
Schedule (date of delivery).
Information about the user who created and last modified the campaign.
Groups - displays a page that contains a description of the selection criteria for the contacts to which the campaign applies.
Recipients - lists the recipients of the campaign message. For more details, refer to Adding Recipients to Active Campaigns.
Message - displays the campaign message.
Schedule - lists the campaign message delivery schedule and delivery method.
Results - displays a summary of results of a survey that you may have sent along with the campaign message.
Response - lists the people who responded to the survey that you may have sent along with the campaign message.

By clicking a persons name, you can view that persons response.

Documents - displays the documents attached to the campaign. You can attach a document by clicking Add a Document located at the top of the Documents page. You can also export campaign survey results to an MS Excel spreadsheet by clicking Export Campaign to Excel file.

When you click an inactive campaign name on the campaigns list, the Campaign Details page is displayed. You can define campaign attributes including groups and messages. You can also rename, activate, or delete a campaign.

Adding Recipients to Active Campaigns

Selecting the Recipients sub-tab, as shown in Figure 1, lists the recipients of the campaign message, as shown in Figure 2.

 

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Figure 2 Viewing the Recipients Page

To add a new recipient, click the Add Recipient link. The Add Recipient pop-up window is displayed, as shown in Figure 3.

 

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Figure 3 Adding Recipients

Click the Select link beside the contact to add the contact to the recipient list. The recipient list is updated with the new entry, as shown in Figure 4.

 

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Figure 4 Updated Recipient List

Recipients can also select to unsubscribe to campaign emails by selecting the No Email Please option in the contact record, as shown in Figure 5.

 

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Figure 5 Unsubscribing Emails in the Contact Record

The field Email/Messages on the Account History page enables you to check if the recipient has chosen to unsubscribe email messages, as shown in Figure 6. If this option is selected, it indicates that the recipient has unsubscribed to receiving messages.

 

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Figure 6 Viewing the Account History Page