After sending email campaigns and reports become available (either from direct replies or from a third party provider), the latest results can be added directly to the Campaign item as well as attached to each Contact. This is currently a manual process.
Campaign Display Form (Edit Campaign)
- From the Campaign Display Form, select “Edit” from the Action Bar, or by selecting “Edit Item” from the Custom Menu in a List View:
- Results can be entered into the appropriate “Email Details” Column Fields (see example below for some of the commonly-used fields). Depending on how your Flex site is configured, some Columns may not be available or may be different.
- Once entered and saved, the latest results will appear directly within the Campaign Display Form:
Add Result to Contacts
As Campaigns are completed, the “Add Result” feature can be used to correlate results back to the Contact and Account level.
- To add Campaign Results to all Campaign Contacts, select the check box in the Sub-Grid header as shown below, or manually select desired Contacts individually:
- Manually deselect certain Contacts if needed.Once Contacts are selected, the option to Add Results will appear in the Sub-Grid header.
- Enter the date of the Result and select a reason from the drop-down menu.Notes may also be added here as well. Click OK.
Note: If the Add Result option is repeatedly clicked it will repeat the results. Users should click this once.
- A confirmation message will verify how many Contacts the results were added for. Click OK. The result will then appear in the “Last Result” field in the Campaign Contacts Sub-Grid as well as other locations in Flex.
Note: Campaigns Sub-Grids in the Contact and Account Display pages.