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Question

Marketing Campaign - Activities Logged


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We are beginning to use Marketing Campaigns to target & reach out to new customers.

 

We are encountering two challenges:

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.
  2. There is no Notes field on the ‘Members’ tab. We are wanting to use the listing of members and indicate a short note whether we reached out to them - but seems like the only option is to log an activity which adds to the Activities tab which doesn’t exactly get us what we are looking for.

Anyone using this tool extensively?

 

Kandy Beatty
Captain II
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Hi @jwarren 

Can you maybe share a screenshot of what you are seeing? 


Manikanta Dhulipudi
Captain II
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Hi @jwarren 

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.

Once activities are logged from Member tab please refer to Activites tab to see all the actions performed

 


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  • Varsity III
  • May 15, 2023
kandybeatty49 wrote:

Hi @jwarren 

Can you maybe share a screenshot of what you are seeing? 

I create an activity which is seen on ‘Activities’ tab, but the count doesn’t get reflected on Members tab?

 

 


Kandy Beatty
Captain II
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Hi @jwarren 

Have you checked the member then added the Activity?

 


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  • Varsity III
  • May 16, 2023
kandybeatty49 wrote:

Hi @jwarren 

Have you checked the member then added the Activity?

 

The related entity is greyed out for me and just includes the Marketing Campaign:

 


sdas09
Freshman II
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  • Freshman II
  • June 14, 2023

HI,

 

This is the same thing happening to me. Even when i am adding an activity under member, it is not counting on the Members tab but it is tracking under the marketing campaign Activities.

 

 


NuwanTharanga62
Varsity II
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 Hi @jwarren 

jwarren wrote:

We are beginning to use Marketing Campaigns to target & reach out to new customers.

 

We are encountering two challenges:

  1. On the ‘Members’ tab, the Activities Logged column does not change when we log an activity. Has anyone experienced this issue? 2021 R2.
  2. There is no Notes field on the ‘Members’ tab. We are wanting to use the listing of members and indicate a short note whether we reached out to them - but seems like the only option is to log an activity which adds to the Activities tab which doesn’t exactly get us what we are looking for.

Anyone using this tool extensively?

 

 

,


Could you please provide the exact build that you tested this on?

Because if you see below testing from 21.225.0006,

  1. The number of added activities is reflected in the "Activities Logged" column.
  2. You can add notes on the members tab.

Add Note activity available on the Members tab

 

 

Number of activities logged for this member are reflected on “Activities Logged” Column

 

The Activities tab has been updated accordingly.

 
 

 

 

Please note that on the Members tab, if the activity has the wrong related entity, you can correct it by searching and selecting the Magnifier icon (even though the related entity field is grayed out).

Example ; 

 

 

 


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