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V3: How to View at which stage each person has reached in your Automated Messages Campaigns
V3: How to View at which stage each person has reached in your Automated Messages Campaigns

How to View at which stage each person has reached in your Automated Messages Campaigns

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Step 1: Go to your Campaigns page. Select the relevant campaign. 

OPTION 1

Click on Campaigns (lighting bolt icon, turquoise box in image below).

OPTION 2

From your Dashboard, in the Add New section (turquoise box in image below), click on Campaign.

Step 2: Click on Options and choose View. The Automated Message Campaign Details page will open. You will see a list of all the people in this campaign.

Step 3: To find where the person is in the campaign process, first look at the Status column (turquoise box in image below) to find out if the person has completed the campaign or is still ‘active’ (in process). If active, look at the Next Step column (gold box in image below) to find out which next step they are due to receive. 

Step 4: You can filter your results using the filter tabs (see three images below).

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