Sunday, November 25, 2018

To create a customer search showing the last campaign response based on customer record data and able to filter the search for specific response (e.g.) Sent & Responded


1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3.Under Results tab set the following Field:


Name  / Summary Type = Group
Campaign Response Fields…> Campaign ID/  Summary Type =Maximum / When Ordered by Field= Campaign Response Fields…> Response Date
Campaign Response Fields… >  Response / Summary Type =Maximum > When Ordered by Field= Campaign Response Fields…> Response Date
Campaign Response Fields…> Response Date /  Summary Type =Maximum > When Ordered by Field=Campaign Response Fields…> Response Date

4. Set Sort By=Name.
5. On Criteria tab > Standard subtab.
6. Set Filter by Campaign Response Fields…> Response / Description= is any of Sent, Responded.
7. Click Save & Run.

Note: Related to article: KB_IVR_3.2_SRCH-5761G
 

No comments:

Post a Comment