Customer Email Campaigns

The Campaigns tab shows information about the Marketing that has taken place for the customer.

Email Campaigns/Lists

Under Email Campaigns/Lists, there are checkboxes that show if the Customer has Opted In or Out of the two main types of Campaigns. You can edit these yourself, or the Customer can, by visiting a link that iPoint adds to each message sent through the system.

Opt Out of Marketing Campaigns – a check in this box means that any marketing style messages will not be sent to the contact
Opt Out of Event-based Campaigns – this box means that emails based on customer events (purchases, document status, etc) will not be sent to the contact

Any time the box is checked, whether by a staff member or the customer themselves a timestamp will display who checked the box and when they did it.

  • Username – the customer’s email address is displayed so you know which email is used in the campaigns.

List Membership

This portal displays a list of every email list that this customer is part of. These lists can be dynamic (the list is adjusted and changes to include members who meet specific criteria) or a fixed list (where people are intentionally added to a list).

Dynamic Lists include a “refresh” button, which may or may not take this Customer out of that List, depending, of course, on what criteria the List is based on.

You can click on any list name to open the list in the Marketing Module.

Campaign Subscriptions

Campaign Subscriptions takes a step up from there, to show which Campaigns include the Lists that this Customer is a Member of. Clicking on a name opens the campaign in the Marketing Module.

Last modified: 8 Jul 2020

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