How can I see my campaign member activity? | Predictive Response

How can I see my campaign member activity?

To see the last action(s) taken by your campaign members, you will need to have the following two fields added to the Campaign Members Related List:

  • Level: Displays that latest action taken by the member for the last campaign email sent.
  • Reason: Provides information as to why emails cannot be sent to a member – when applicable.

If the Campaign Member list is not on your layout, follow these steps:

  • Click on the Setup link in the top right corner next to Salesforce username
  • In the left pane, under Build, expand Customize by clicking on right arrow mark
  • Expand Campaigns
  • Select Page Layouts
  • Click Edit to modify a layout (repeat for all applicable layouts)
  • Click on the Related List menu item in the layout grid and locate Campaign Members
  • Drag the selection to the desired location on your page

To add the level and reason field to the displayed data, follow these steps:

  • Click on the Setup link in the top right corner next to Salesforce username
  • In the left pane, under Build, expand Customize by clicking on right arrow mark
  • Expand Campaigns
  • Select Page Layouts
  • Click Edit to modify a layout (repeat for all applicable layouts)
  • Locate the Campaign Member List and click the Wrench icon.
  • Move the Level and Reason fields from the left to the right

1bestpractices Best Practice: Grouping the Status, Level and Reason fields together is helpful as the three fields are related.

Reference Reference: To see more information on levels and reasons, click here.

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