Campaign Repor ng

Campaign  Repor-ng   Presented  by  Sco.  Richins   Training  Specialist     @sco.richins  /  #isva  

Version  1  is  be.er  than  version  none.  

Don’t  argue  with  reality.   Seek  to  understand  it.  

h.p://bit.ly/reporPngdemo  

•  Last  Name  –  A  thru  M   Choose  0-­‐3  years  

•  Last  Name  –  N  thru  Z   Choose  3-­‐10  Years  

Don’t  click  the  link!  

ReporPng  

(aka  “Performance  View”)   Ac-ve  View    

“Where  are  they  now?”   Ac#ve  (blue)  

Queued  (orange)  

Don’t  click  the  link…   …unless  your  last  name  starts  with   A  thru  F.  

ReporPng  

(aka  “Performance  View”)   Historical  View     “Who’s  been  here?”   (in  the  last  30  days)  

Ac#ve  +  Queued  +  Done  

What  happens  when  I  

a  campaign?  

Adding  a  New  Sequence…   …A]er  an  ExisPng  Sequence   AcPve  -­‐  Will  behave  as  normal   Immediately  added   Queued  -­‐   to  new  sequence  

Adding  a  New  Sequence…   …A]er  an  ExisPng  Goal  

Publish

Will  not  be  added   to  new  sequence  

1  

Will  be  added     to  new  sequence  

Adding  a  New  Step  in  a  Sequence…   •  Affects   –  Ac#ve  and  Queued   contacts   –  Steps  that  execute   immediately  or  based  on   delay  Pmers   –  Steps  not  yet  executed  

•  Does  not  affect   –  Done  contacts  (achieved   following  goal)   –  Steps  based  on  date  or   field  Pmers   –  Steps  already  executed  

The  Rule  of  7  Days   •  Infusionso]  tracks  when  someone  is  added  to   a  sequence   •  A]er  publishing:   –  Recalculates  all  immediate  steps  and  delay  Pmers     –  Steps  already  executed  will  not  be  sent  again   –  New  or  updated  steps  scheduled  within  the  past  7   days  will  execute  immediately  

QuesPons?