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Managing Automation Campaigns
To manage Automation Campaigns go to Manage > Automationautomations click Automation. This will take you to a grid that displays all your marketing campaigns but filters out everything else but the Automation Campaignsautomation campaigns.
The grid that displays Automation displaysautomation Campaigns is below. Each column of the grid is explained as follows:
- Select = Select the Campaigns you would like to perform an action on. Possible actions are Delete, Active and Suspend. Check the boxes for the Campaigns you would like to take action on and click the appropriate link (above the grid).
- Name = Name of the Campaign as entered by you in the popup when creating a new Campaign.
- Memberships Prospects = # of prospects that are part of the Campaign. people in the automation without an email address. Clicking on this number takes you to the Membership section and lists all the prospects members in the Campaign.
- Type Memberships = Type of marketing campaign. Lead Liaison supports a wide variety of campaigns out of the box including social media, search terms, landing pages and more. Program = Name of the program which the Campaign is part of# of people in the automation with an email address. Clicking on this number takes you to the Membership section and lists all the prospects in the Campaign.
- Created = Date the program was created.
- Created By = The user who originally created the Campaign.
- Status = Status of the Campaign (Activated, Completed, Suspended, Draft or Error).
- Actions = View members of the Campaign (Memberships), edit the Campaign or delete the CampaignEdit, clone, delete, and tag the automation.
Campaign Status
There are five Campaign Status types. Each type is described below:
| Note |
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A Campaign has an "Error" status when the list associated with the Campaign has been deleted. |
- Activated = The Automation automation has been Activated and is either currently running or is scheduled to run at some point in the future.
- Completed = Shows for Automations automations that have been scheduled to run only one time and have already completed. A completed Automation is one that has added all prospects to the Automation automation per criteria defined in Step 1. It does not imply the actions of the Automation, as defined in Step 2, have been applied to the prospect.
- Suspended = The Automation automation has been paused. When an Automation automation is in the Suspended status all unapplied Actions will be haultedhalted. When an automation is suspended, the user can add new actions and they will not be applied until the automation has been activated again. To re-activate an Automation automation go into the Automation automation program and click the Activate button under Step 3 of the wizard.
- Draft = The Automation automation is in draft mode. This status is shown by default when an Automation automation has been saved but has yet to be activated (done in Step 3 of the wizard).
- Error = Shows when the email marketing contact list associated with the Automation automation has been removed.
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