OverView

Dashboard

Dashboards often provide at-a-glance views of key performance indicators (KPIs) relevant to a particular objective or business process.

Dashboard

Dashboard

Dashboard – The information present in a dashboard are as follows

Contacts Creation based on Dates
Contacts Creation based on Dates
Contacts map
Contacts map
Top lists
Top lists
Visits
Visits
Email sent/opened
Email sent/opened
Unique/returning visitors, ignored/opened emails, identified/anonymous leads/dwell times
Unique/returning visitors
Recent activity, Upcoming Emails
Recent activity

Calendar

Calendar displays date wise different activities.

Calendar

calendar

Plan

Plan- Displays the detailed information regarding a particular plan

Plan

plan

List of plans

  1. Campaign name
  2. Name
  3. Email
  4. Budget
  5. Date Created
  6. View plan
    1. View plan contains the following information
    2. Campaign objectives
    3. Target audience
    4. Campaign period
    5. Free media channel
    6. Paid media channel
    7. Campaign budget

Campaign Plan

Campaign Plan

Campaign objectives

Campaign objectives

Target audience

Target audience

Campaign period

Campaign period

Free media channel

Free media channel

Paid media channels

Paid media channels

Campaign Budget

Campaign Budget

Custom Fields

Custom Fields- Custom Fields capture your unique business data and store it. When you create a custom field, you configure where you want it to appear and optionally control security at the field level. You can manage custom fields through the admin menu (click the cogwheel upper right hand side of CampAct).The field’s page will let you view all existing contact fields as well as any custom contact fields you've created.

Custom Fields

Custom Fields

You will notice the group column which will show you where the specific field will be shown on the contact profile. In the last column, you may see several icons which signify various properties of the field

  1. Lock icon - These fields are unable to be removed as they are used by the core installation.
  2. List icon - These fields can be used as filters of segments.
  3. Asterisks icon - These fields are required when filling in the contact form
  4. Globe icon - These fields are publicly updatable through the tracking pixel URL query (see Contact Monitoring for more details).
SIGNIFICANCE OF ICONS
  1. This can be used as a segment filter
    This can be used as a segment filter
  2. Cannot be removed (used internally)
    Cannot  be removed (used internally)
  3. Is a unique identifier
    Is a unique identifier
  4. This can be publicly updated via the query of the tracking pixel URL
    This can be publicly updated via the query of the  tracking pixel URL
  5. Is required when filling in contact forms
    Is required when filling in contact forms

The following information gets displayed in the custom fields

  1. Label
  2. Alias
  3. Group
  4. Data Type
  5. ID
  6. Icon(field properties)

Published Fields

The check mark which shows before each label title is a clickable toggle which will publish and unpublish the field

Published fields
  1. The green symbol indicates that the custom field is published.

    Published
  2. The red symbol indicates that the custom field is unpublished.

    Unpublished

New Field-

You can create additional custom fields and define the data type you want that field to hold. In addition to the data type you will also select the group for that particular field. This will define where the field displays on the contact edit and detail view.

New Custom field

The following information are available in the New Field

  1. Label
  2. Object
  3. Data Type
  4. Alias
  5. Group
  6. Default value
  7. Order
  8. Published
  9. Visible on forms
  10. Visible on short forms
  11. Required
  12. Available for segments
  13. Publicly updatable
  14. Is unique identifier

SOURCE OF CONTACT –

New contacts can come from multiple sources or locations. Understanding the different sources and then using that information to decide which platforms to spend the most energy on, can increase your results and help you engage with your contacts on the platform they visit you the most.