Viewing the history of your campaign Portfolio

The Campaign Studio Portfolio shows you a historical view of all of your campaigns, including Drafts, Sent campaigns, and Scheduled campaigns.

To view the history of your campaign portfolio

1.   Log in to Patient Engage.

2.   In the main navigation pane on the left, click Marketing.

3.   Under Marketing, click Campaigns.

4.   Under Campaigns, click Portfolio.

Tip: You can use the icons on top right of the page to do the following:

Search for a campaign name
Filter by Goal or User Type

Drafts

For each campaign still in draft, you will see the following information: Campaign Name, number of recipients, last edited date, if it’s a recurring campaign, an Edit button to Edit the campaign, and trash icon to delete the campaign.

Sent

This page lists all the campaigns you have sent, and related statistics, for the specified date range.

Tip: Click the calendar drop-down menu to select the date range of data to display.

For each campaign, you will see the following information: Campaign Name, number of recipients, sent date, if it’s a recurring campaign, delivery rate, open rate, click through rate, booked appointments rate.

Click the Quick View drop-down to access the following options:

·        Change Copy (if recurring)

·        Edit Recurring (if Recurring)

·        Download Code

Scheduled

This page lists all the campaigns you have scheduled for the specified date range.

Tip: Click the calendar drop-down menu to select the date range of data to display.

For each campaign, you will see the following information: Campaign Name, number of recipients, scheduled date, if it’s a recurring campaign.

Click the Quick View drop-down to access the following options:

·        Email Proof

·        Edit Recurring (if Recurring)

·        Download Code

·        Copy Campaign

·        Cancel (this will move it to the Drafts tab where you can then edit or delete it)

Click the arrow next to the Quick View drop-down to display a list of upcoming scheduled dates for that campaign.