The Campaign Automation builder's Participants tab shows a list of every Lead or Contact who is running through or has run through the Campaign Automation.
Participant Tab Statuses
From the Participants tab, you can see the status of the individual within the Campaign Automation. This will list the individual as Running, Paused, Error Recovery, Failed, Completed, or Stopped. Below is a list of what each of these statuses means:
|Running||The participant is actively progressing through the Campaign Automation|
|Paused||The participant’s progress in the Campaign Automation has been temporarily halted. Setting the status back to Running allows them to continue where they left off.|
|Error Recovery||The participant ran into an issue that is preventing them from progressing in the Campaign Automation. While in Error Recovery, we will retry to move the participant forward 3 times.|
|Failed||The error encountered in Error Recovery was not resolvable, so the participant will not progress further in the Campaign Automation. You can view the error from within the Participants tab of the builder under the Description column.|
|Completed||The participant successfully reached the end of the Campaign Automation.|
|Stopped||The Campaign Automation was cancelled for the participant. Resuming will make them restart from the beginning of the Campaign Automation.|
If an error is encountered and Error Recovery was not resolvable, you can view the error within the builder's Participants tab, under the Description column by clicking the link to see the error message.
Interacting with Participants
Within the Participants tab, you will have the ability to select one or more participants and affect their progress through the Campaign Automation by pausing them, stopping them, or resuming them. You can only pause or stop a participant whose status is Running, and you can only resume a participant who is Paused. For example, you can select an individual or several individuals that are set as Paused and click Resume.
To Resume All, don't select any individuals and choose Resume All from the dropdown menu to the right of the Resume button.
As of version 10.9, it is also possible to pause, stop, or resume using a marketing list. To do so, don't select any individuals and select Pause List, Stop List, or Resume List from the appropriate drop-down section.
This will then open a lookup menu where you can select the marketing list to be used.
Removal of Inactive Participants
Inactive contacts/leads will be identified when being added to a Campaign Automation. Should the contact/lead be inactive in your CRM, they will not be added to the Campaign Automation.
For participants who begin with an active status but then become inactive while in the automation will be stopped. This behavior does require you to use ClickDimensions version 10.2 or later.
|Feature Added: April 2016|
|Feature Updated: 10.9.0|
|ClickDimensions Version Needed: 7.0|