This section lists the different operations that can be done to a recipient. The list is broken down into two groups, global and individual operations. Global operations affect (most) all recipients in a campaign. Individual operations may be applied to a select group of recipients.
Global Operations
Navigate to:
Panel |
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Main Menu → Marketing → Autoresponder |
The Autoresponder Campaigns Home page contains a campaign list providing lifecycle controls for each campaign. The last two buttons are the ones that affect all recipients.
Lifecycle Controls
Type of Control | Label | Description |
Button | reset all recipients | Click the reset all recipients button to move all recipients back to the starting step for re-execution. This may be useful if significant changes are done to a campaign, or for initial testing with small customer sets over and over until you're satisfied with the results. |
Button | remove all recipients | Click the "remove all recipients" button to delete every recipient completely. This operation cannot be undone. |
Individual Operations
The Campaign Recipients page is a useful page for filtering, viewing, and managing campaign recipients. There are several ways to get to the page.
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- On the campaign edit screen, several links point to the recipients page, each with their own filter.
- Campaign Statistics in the General Settings section
- Individual Steps
The Recipients page is shown below in two parts (it is rather wide). The page contains a list of all recipients, possibly filtered.
Figure 90 - Recipient Page - First Part
Figure 91 - Recipients Page - Second Part
Recipients Report Fields
Report Field | Description |
Recipient Email Address | |
Display Name | Recipient Display Name |
Sales Response | The total amount of sales from this recipient attributed to this campaign |
Status | Success, Failure, In Progress, Opt Out, or Terminated |
Finished | Yes if finished, no if not finished |
Enrollment Source | Manual Enrollment, a trigger, or an email list |
Last Step | The last step the recipient executed |
Last Step Type | The type of the last step: START, EMAIL, LOGIC, or PAUSE |
Next Step | The next step, if any, to execute |
Next Step Type | The next step type |
Next Step Date | The time when the next step is active. The Autoresponder runs periodically, so this time does not mean the step will execute at that moment. Instead, it means that the step will execute during the next run after this time. |
Recipient History | A link to the history for the recipient. The history page shows every step a recipient has ever executed. It will also show any events (open, link click, opt out, and ordered) associated with email steps. |
Filtering on the Recipients Screen
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Figure 92 - Recipients Report Filters
Referring back to the first part of the Recipients report, notice that each row begins with a checkbox. After filtering for the desired list of recipients, there are buttons at the top of the list which will perform operations on the selected recipients.
Individual Recipient Operations
Operation | Description |
Schedule Now | Schedule Now will mark the selected recipients to run when the next batch is processed. This does nothing to finished customers. This is a lesser used option to shorten the time before the next step fires. |
Move Recipients | The most often used features. This operation moves recipients to a step and schedules them to run at the next period. This is a great way to restart recipients if needed. |
Terminate Recipients | Stops recipients from participating in the campaign. They are done. |
Delete Recipients | Permanently deletes recipients from the campaign. There are risks to doing this. See the section at the end of the chapter on deleting data from a campaign. |