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Check the Status of a Sales Campaign

Review all of your Scheduled Notifications across the platform or only those notifications intended for a particular lead/client

Releventful Support avatar
Written by Releventful Support
Updated over 2 weeks ago

Check the Status of a Sales Campaign

There are two ways to check on the status of your automated messages. The first is by using Releventful's Scheduled Notifications manager, and the second is by navigating to the Lead Record of a particular lead and viewing it there.

Scheduled Notifications

To quickly take a look at all your past and upcoming automated emails:

  1. Click Automations in the side navigation

  2. Under Scheduled Email Notifications choose Manage Notifications

  3. From here you can quickly review, edit, disable, or delete any scheduled message within a date range.

Lead Record Sales Campaign Status

To check the status of notifications in a campaign

  1. Click on Dashboard in the side navigation and then select Pipeline

  2. Search to find the lead you would like to view, then click on the lead

  3. Under the Quick Edit menu, select Manage Campaigns

In the campaign manager you will see all of the scheduled and sent notifications. All scheduled notifications can be edited, disabled or removed.

ℹ️ Note: if your sales campaign was started for a client, click Clients for step 2 and proceed with steps 3-4.

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