How to Check the Status of Your Sent Campaigns

Created by Emily McClendon, Modified on Thu, 8 Aug at 2:52 PM by Alyssa Elso

To view the results of your text or email campaign, follow these steps:


1. Go to the Custom Campaigns Page:

  • Find the Custom Campaigns page under the Settings section.


2. View Campaign Information:

  • On this page, you’ll see the details of your sent campaigns, including:
    • Status: Whether the campaign was sent.
    • Date Sent: When the messages were sent.
    • Number of Messages Sent: Total messages sent in the campaign.
    • Appointments Scheduled: Number of appointments made within 2 weeks of the message being sent.
    • Scheduled Production Value: The dollar amount of the scheduled production.
    • Duplicate Campaign: Option to copy the campaign for future use.


3. Detailed Campaign Impact:

  • Click on a campaign row to see more detailed information about its impact.
  • By clicking on the numbers, you can view lists of recipients, such as who opened the message or clicked any links.


4. Detailed Information Includes:

  • Text Messages: Number sent, delivered, failed, or not sent.
  • Emails: Number sent and how many failed.
  • Opened Emails: Number of emails opened.
  • Link Clicks: Number of opened emails with clicked links.


5. Additional Tabs:

  • Messages Sent Tab: Check if individual recipients received, opened, or clicked any links in the message.
  • Not Sent Tab: View recipients who opted out or had missing email addresses or mobile numbers. Lists are categorized by email or text.
  • Appointments Tab: See appointments associated with the campaign, including descriptions and scheduled production values. Ensure all service codes are entered into your practice management software.


6. Email Interaction:

  • Hover over an opened email to see when it was opened.


This simplified guide helps you quickly understand the status and impact of your campaigns.

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