This article covers how to view active campaigns and previous campaigns in a candidate's profile in order to get an at-a-glance view of recent and upcoming communication with a contact.

For more information on Campaigns in Beamery, check out this article.

Table of Contents

Active Campaigns
Past Campaigns
Cancelling Campaigns 

Active Campaigns

From the contact profile you can easily view a list of the active campaigns that a candidate is in, remove them from the campaign and click-through to edit the campaign directly from the candidate's profile.

Past Campaigns

A "Past Campaign" is a campaign that has finished sending. This may not mean that all touchpoints were sent to the contact, e.g. if a rule has not been triggered within the scheduled time.

To see all past campaigns that the contact has been enrolled in, click the arrow in the Campaigns section of the contact profile. This will display the ten most recent past campaigns. Click on "View all" to see all past campaigns for that contact. Campaigns will appear in a list sorted chronologically by the most recently completed campaign.

Similar to active campaigns, you will be able to see the state for each touch point within the campaign; including bounced, deferred, undelivered, opened, clicked on or replied to. You'll also be able to click on the campaign's name to view the Edit Campaign page and click on the touch to view the touchpoint analytics.

Cancelling campaigns

From the Campaigns section on a contact's profile, you are also able to cancel a campaign that is being sent to a contact by clicking on the "Stop sending" option on the active campaign.

The campaign will then show under past campaigns, but be displayed as cancelled and not sent - as per the image below.