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How to see if an account was part of a campaign?

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  • How to see if an account was part of a campaign?

    We have thousads of accounts listed which are part of mass email campaigns.

    About a week later we make calls, following up to the email, but without looking through all campaigns manually, I have not found a way to instantly see whether an account was part of a campaign.

    There is a "log" field in the detailed view of an account and I feel like it should be stated there when the account was sent an email during a campaign.


  • #2
    Administration > Entity Manager > Account > Layouts > Select "Search Filters" in the left. Then add "Campaigns" and save.

    Then, you will be able to add Campaigns filter on the list view and search by a specific campaign.

    You can also add Accounts to the Campaign detail view (to the Bottom layout). And then search in related Accounts.

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