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:

Main Menu → Operations → 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. Note: This will not affect Terminated recipients. This is purposely done to provide a way to exclude a mailing list recipient and still reset an entire campaign back to the start step. If a terminated recipient needs to be reset, use the recipients screen to filter on terminated recipients and move them there.
Button	remove all recipients	Click the "remove all recipients" button to delete every recipient completely. This operation cannot be undone. This is most useful during campaign design to unload test email addresses before adding live addresses. Be warned: this deletes history as well. Please see the warnings on deleting history at the end of this chapter.

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.

From the Autoresponder home page using the Administration link.

The enrollment stats in the campaigns list on the Home page.

On the campaign edit screen, several links point to the recipients page, each with their own filter.
1. Campaign Statistics in the General Settings section

1. 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.

Recipient Page - First Part

Recipients Page - Second Part
Recipients Report Fields

Report Field	Description
Email	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 Failure means an email bounce, mail server problem, or system error (the history link shows detail). Terminated means you, the merchant, have explicitly stopped this recipient from progressing further in the campaign.
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

The Recipients report is useful, but the real power comes from the filtering available. Filters allow for data mining to find the exact recipients desired. With the filters you may

Filter on any campaign, last step, or next step
Filter on the enrollment source or status
Do a partial or full search on the email address. No wildcards needed.
Filter on only those recipients who have placed orders.
Change the records per page 50-200

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.

UltraCart Documentation

Managing Recipients

Global Operations

Lifecycle Controls

Individual Operations

Filtering on the Recipients Screen