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Viewing Client Campaign History

  • Updated

Overview

You can view the history of SMS and email campaigns that have been sent to a specific client from their Client Card.

Viewing a Client's Campaign History

  1. Search for the client and open their Client Card.
  2. Click Actions ▼ in the top-right corner.
  3. Click Campaigns in the dropdown menu.
  4. A popup will appear showing all SMS and email campaigns that have been sent to this client, including the date, type, and content.

What You'll See

The campaigns history shows:

  • The date each campaign was sent
  • Whether it was an SMS or email
  • The content or template used
  • The delivery status

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