Tracking Entry and Exit Reports in Campaigns

Entry Report

When contacts enter a campaign through any feeder step, they are recorded in the Entry Report. This report provides key details such as:

• Contact details

• Entry date and time

• Step name from which they entered the campaign
  

The Entry Report helps track how contacts are flowing into the campaign and ensures that all feeder steps are working as expected. This report can be exported in the CSV format by clicking on the "Export". The report will be sent to the email address.

Exit Report

The Exit Report displays contacts that have successfully progressed through all the required steps of the campaign. Users can review the:

• Contact details

• Exit date and time

• Final step completed
  

This report helps monitor the completion rate of contacts and ensures that they have gone through the entire campaign journey as intended.

Managing Contact Flow: Reflow, Retry, and Move Options

Reflow Contacts

If a contact needs to go through the campaign again, users can enable the Reflow option:

• Click the toggle button to allow reflow.
  

• When enabled, the same contact if added to the campaign again then it will be processed through all steps again.

• If disabled, the contact will not be allowed to re-enter the campaign.

Flow Errored Contacts

If a contact encounters an error during the campaign, it will be marked in red at the step where the issue occurred.

Users can:

1. Click on the error to view details.

2. Fix the issue.

3. Select the affected contacts (some or all).

4. Click Retry to reprocess the contacts starting from the step where they encountered the error.
   

Move Contacts

If a user wants to bypass an errored step and move contacts to a different step in the campaign:

1. Select the errored contact.

2. Click the Move option.
   

3. Choose the step where the contact should be moved. The step will be highlighted in blue and then click on save to confirm
   

Campaign Validation

Before activating a campaign, the system performs a validation check:

• When the user selects the required steps and clicks Save, the system verifies the configuration of each step.

• If any step is missing required settings or has configuration issues, an error message will be displayed under Validation.
  

• Users must review and fix these issues before proceeding.

• Once all configurations are correct, the Activate button becomes enabled.

• Clicking Activate will launch the campaign.

Ensuring proper validation helps prevent errors and ensures a smooth campaign execution.

By following these steps, users can effectively track contacts, manage errors, and validate campaign configurations to optimize campaign performance.