Feature Update: Campaign Overview

Go Beyond CRM Limitations: Visualize Campaign Membership Dynamics Like Never Before!

We know that understanding true campaign engagement and progression is a paramount, yet complex challenge within standard CRM reporting. That’s why we’re thrilled to announce significant enhancements to our Campaign Overview based on the feedback of customers like you!

We’re introducing a brand new perspective: Membership Over Time by “Has Responded” or “Campaign Member Status.” This view is unique—you won’t find it in most CRMs. It allows you to visualize how members are progressing through your campaign stages, providing insights into engagement velocity and potential bottlenecks.

We’ve improved the Filter Drawer with new strategic filtering options:

• New Group by “Campaign Member Status” or “Has Responded”:
  Effortlessly segment your campaign audience by their custom Campaign Member Statuses (e.g., “MQL,” “Sales Accepted,” “Nurturing”) and see how these groups evolve over time.

  Quickly differentiate between members who “Have Responded” and those who haven’t for a clearer picture of active engagement versus passive inclusion.

• New “Has Responded” Filter:
  Precisely isolate your view to include only responded members, non-responded members, or a comprehensive view of both, allowing you to focus on the engagement metrics that matter most to your analysis.
• New “Campaign Member Status” Filter:
  Zero in on specific Campaign Member Statuses to track their growth and trends over time. Understand exactly when and how members are transitioning so you can optimize your follow-up strategies and campaign flows.