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How do I see what the lead/contact has done with campaign emails? | Predictive Response

How do I see what the lead/contact has done with campaign emails?

Predictive provides two fields that display campaign activity that can be added to the Campaign History available on your lead/contact pages.

  • Level: Displays the latest action the lead/contact has taken with the campaign email.
  • Reason: If the lead/contact has an Inactive status, this field provides information as to why they are not receiving emails from the campaign.

To add the fields to your view, go to:

  • 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 Leads (repeat for Contacts)
  • Select Page Layouts
  • Click Edit to modify a layout (repeat for all applicable layouts)
  • Location the Campaign History section and click on the wrench icon
  • Move  the Level and Reason fields from the left to the right

campaignhistory

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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