For the complete documentation index, see llms.txt. This page is also available as Markdown.

Campaign Contacts

What Campaign Contacts is, how contacts are added to it, and how to review or remove contacts from a campaign.

Campaign Contacts is a tab in each campaign that lists the contacts belonging to that campaign.

Use it to see who has interacted with the campaign, review individual contact history, and remove unwanted contacts.

A contact is added to the Campaign Contacts list when it:

  • Is addressed and sent an email that belongs to the campaign. Contacts excluded before sending are not added.

  • Is addressed and sent an SMS that belongs to the campaign. Contacts excluded before sending are not added.

  • Submits a form belonging to the campaign.

  • Visits a webpage belonging to the campaign. Anonymous visits are not added.

  • Is imported to the campaign using the Import Contacts feature in the campaign's left-hand menu.

Campaign Contacts interface

Campaign Contacts tab listing contacts in a campaign

Campaign Contacts interface

Click an individual contact to view the history of their interactions within the campaign. To find a specific contact, use Quick Search in the top right corner of the tab.

Removing contacts from a campaign

You can use this tab to remove unwanted contacts from the campaign, and by extension from each component report within the campaign. This is useful for removing test contacts.

  1. Select the contacts to remove using the checkboxes on the left of each row.

  2. Click Remove selected from campaign above the list.

All contacts in this campaign (Recipient Source)

You can address Campaign Contacts using the "All contacts in this campaign" option when sending an email or SMS. See the definition at the top of this article for what counts as a campaign contact.

Recipient Source dropdown with "All contacts in this campaign" selected

The "All contacts in this campaign" option

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