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How to Filter your Contacts by Campaign Activity

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You can use the Campaign Received and Campaign Received Date filters to segment contacts, draw insights and create automation flows based on whether contacts received campaigns and when they were received. This can help you avoid overlapping outreach efforts and take action on contacts based on the outreach messaging they have already received.


Table of Contents

Using the Campaign Received Filter
Using the Campaign Received Date Filter
Using Campaign Activity Filters in Automation


Using the Campaign Received Filter

The Campaign Received filter is found within the list of data filters. To use it, navigate to the CRM and open the filters panel on the left.

Within the Campaign Received filter, you have the option to select a specific campaign from a list of the 100 most recently sent campaigns. The results displayed will be all the contacts who received at least the first touchpoint of that campaign. You can also select "is not" and choose a specific campaign from the list to see contacts who did not receive that campaign.

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Select the option "is filled" to see all the contacts who have received any campaign at all. Similarly, you can select "is empty" to see contacts who have not yet received any campaigns sent from Beamery.

You can also combine multiple instances of this filter to see contacts who received either one campaign or another of the selected campaigns, or those who received both or all of the selected campaigns.

Campaign_Received_filter-y3g.gif

Example use cases

Here are a few useful examples of how this filter can be used:

  • Find contacts who have not yet been sent a campaign using the "is empty" filter option.
  • Send a new campaign to the same list of contacts who received a particular campaign in the past.
  • Gather a list of contacts who received a GDPR consent request campaign, combined with the Consent filter to see who has not yet consented.

 


Using the Campaign Received Date filter

The Campaign Received Date filter is found within the list of time filters. To use it, navigate to the CRM and open the filters panel on the left. 

This filter allows you to search for contacts based on the most recent date they last received a campaign. This date is updated for a contact every time they receive the first touchpoint of a campaign.

Within this filter, you have the option to choose an absolute date or date range. Or you can choose a relative date, such as "less than 30 days ago."

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Example use cases

Here are a few useful examples of how this filter can be used:

  • Filter to only see contacts who received a campaign more than X days ago to avoid sending a new campaign to contacts who recently received one.
  • Locate contacts who have not received a campaign in a while, such as those who last receive a campaign more than X days ago.
  • Correlate campaign activity with vacancy activity. For example, combine the Campaign Received Date with the Vacancy Date Added filter to see contacts who were added to a vacancy within the same time period as receiving a campaign.

 


Using Campaign Activity Filters in Automation

Both the Campaign Received and Campaign Received Date filters are available as part of recipe automation. When creating a recipe, find them within the filters step to create recipes that automate actions based on campaign data.

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Some examples of automation include:

  • Creating a recipe that automatically sends a campaign containing a newsletter to the same recipients who received a previous newsletter campaign. This avoids the need to manually recreate the list of past recipients.
  • Creating a recipe that marks contacts as 'Do Not Campaign' as soon as they have received a GDPR consent request campaign. This can be combined with the Consent filter (set to "is empty") to ensure that contacts are not sent any additional campaigns until they have either opted-in or opted-out of communications.

 


Additional Resources

How to view analytics on how your campaigns have performed
How to report on and analyze the success of your Campaigns
What is a Recipe?
How to Create Recipes

 

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