View Campaign History (How-To)

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Introduction

There are several ways in which you can view communication history. From the Owner Profile, you can access the Communications tab with all the customer email and SMS communications in one place. Also from the Owner Profile, you can click their email address and select View History to pull up a complete list of emails to the owner. Additionally, you can scroll to the bottom of their Details tab to see the Marketing Campaign section. You can also view marketing emails from the Outgoing Emails Log.

 

Owner Communications Tab

In order to see a record of all communications with a customer, navigate to the Owner's profile and then click the Communications Tab. You will see a list of outgoing and incoming messages. Outgoing text messages and call records are listed on this tab. From this tab, you can also send SMS (if you have 2-Way texting enabled), send emails, create call records, add the customer to marketing campaigns, and more. Click each row to view details of the communication.

For more information please see our article on the Owner Communications Tab.

 

Owner Email History Log

  1. Navigate to the customer's Owner Profile page by clicking on their name anywhere in the app, or use the main Search box in the upper left of your app.

  2. On the Details tab of the Owner page, under Owner Contact Info, click View Email History.

 

Owner Details Tab

From the Owner Profile Details tab, scroll to the bottom of the right side column. You will see a list of all campaigns that they have been sent or that they are a recipient for.

 

Outgoing Email Log

From Left-hand Navigation: Admin » Reports & More » History, you will see a button for the Outgoing Email Log. This list contains all outgoing emails from your facility and can be filtered as needed.

 

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