Campaigns provide a way to track the efficacy of outreach efforts by categorizing specific campaigns and their contents for analysis. Once you've applied Campaigns to your outreach efforts, you can then use them for searching and segmenting to find out how successful your efforts were and who might respond to your next campaign.
Step 1: Navigate to 'Create a List'
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Start on the EveryAction home page.
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From the left-hand menu, go to Contacts > Create a List.
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Or use Search for a page and type Create a List.
Step 2: Select your criteria and search
You can apply the Campaigns search criteria in the sections for Online Forms and for Targeted Emails.
You will first need to select the Campaign Type, and then you will be able to choose the Campaign from the dropdown that lists all available campaigns of that type.
Once you select these criteria, you can further narrow your search or stop there and find everyone who received your campaign email or responded to your campaign using one of your forms.
More ways to search
The Campaign search criterion is also available for many other page sections, including:
- Contact Status
- Contributions
- Direct Response Effort
- Engagement Points
- Events
- Moves Management Action Plans
- Planned Giving
- Pledges
- Recurring Commitments
- Stories
Which sections you see here will depend on which packages and user profiles you have for your organization. Your results will also vary depending on where you applied your Campaign in your records.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.
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