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Report to show Marketing Campaign members with a particular member status

Workbooks Support Posted: 2014-06-04 09:46

When using Marketing Campaigns it's common for users to want to create a new Campaign that targets members from a previous Campaign, based on the Member Status they had in that previous Campaign. For example, you might run a Campaign to invite people to an event you're running and then want to create a second Campaign to target all the members from the first Campaign who have a Member Status of 'Interested'. Here's how to build a report to identify members with a specific status:

Click Start > New > Report > A new prepopulated report, then choose People from the list that appears.

Give your report a name, then open the Details tab. To show which Campaigns the people are members of, click Add column and select Campaign Membership  > Campaign Name, then click Save & New to add a column showing the person's member status by selecting Campaign Membership  > Status. Click Save & Close and then refresh the preview window for your report. You will probably see many more rows now as there will be a row to represent every Campaign within which each person is a member.

You can now open the Criteria tab to apply criteria to restrict the report not just to a specific Marketing Campaign but also to target only the Members of that Campaign with your specified status. The screenshot below shows criteria that limit my report to a Campaign called Breakfast Seminar and only those Members with a Status of Interested. (Click image to enlarge.)

Click to enlarge

Once you've built your report you can use it to add these Members to a new Campaign so that you can market to them with a specific message.