View the segment of a campaign

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How to view the segment of a campaign after it has been sent

In ActiveCampaign, understanding the segments to which your campaigns are sent is crucial for analyzing campaign performance and ensuring targeted messaging. The feature to view the segment of a campaign after it has been sent allows users to review NOT just the audience targeted but also the conditions attached to that audience. This capability is vital for refining future campaigns and improving overall marketing strategies.

This article will guide you through three different methods for viewing the segment of a campaign once it has been dispatched. Each method utilizes different areas of the ActiveCampaign platform, providing flexibility depending on how you prefer to navigate your campaign reports.

How to access this feature

To access the feature for viewing the segment of a campaign, you need to navigate through the main menu. Depending on your workflow preference, you can go through either the Campaign Overview or the Campaign Reports section.

Step-by-step instructions

First Option: View the Segment in the Campaign Overview

1. Click Campaigns on the left menu to access the Campaign Overview. 2. You have two ways to view your campaign details from here:

  * **List View**:
    * Click the List View tab at the top of the page.
    * Click the name of the sent campaign.
    * A Campaign Details modal will pop up. Click the View Conditions button. This button appears only if a segment was used at the time of sending.
  * **Calendar View**:
    * Click the Calendar tab at the top of the page.
    * Click the name of the sent campaign.
    * Similarly, a Campaign Details modal will open. Click the View Conditions button, which will only be visible if a segment was used.

The View Conditions button will display the segment’s name along with its conditions as they were at the time the campaign was dispatched. Please note that if you have altered the segment after the campaign was sent, those changes will not be visible in the campaign details.

For users who sent their campaign using a legacy list segment, it’s essential to note that the information in the View Conditions button may not accurately reflect the segment if updates have been made after the campaign was sent. It is advisable to convert legacy list segments to the updated segment experience to maintain accuracy.

Second Option: View the Segment in the Campaign Report

1. Navigate to the report for the campaign by clicking Reports > Campaigns > All Campaigns. 2. Click the campaign title to enter the report, and then click Details located at the bottom right. 3. After clicking on Details, a modal will appear containing all basic information for that campaign, including the segment data. 4. To find the segment associated with your campaign, click Contacts > Lists. Then, use the dropdown for the list your campaign was sent to, and click on Segments.

Third Option: Copy the Campaign

When you copy a campaign, it retains the exact settings that were in place when it was originally dispatched. Here’s how to do that: 1. Click Campaigns on the left menu. 2. To the right of the campaign you wish to copy, click the dropdown arrow and select Duplicate. 3. A copy will appear in your list of campaigns. Open the copied version. 4. On the Campaign Summary page, scroll down to the Recipient Selection section. You will see the name of the segment that was used when the original campaign was sent in the Segment field. 5. From there, you can further refine your view by clicking Contacts > Lists and using the dropdown for the list the campaign was sent to, then selecting Segments.

Configuration options and settings

The key configuration options related to viewing a campaign's segment are part of the interface elements and include:

• The View Conditions button shown in the Campaign Overview.
• The Details button in the Campaign Reports.
• The duplicating feature which retains segment settings in the copied campaign.

Best practices and tips

- Always check the segment details in the Campaign Overview for any changes that may affect the understanding of audience engagement. - Regularly update your legacy segments to the newer segment formats to ensure data accuracy in reports. - Use the duplication feature wisely to maintain efficient campaign setups without losing the specifics of segment targeting from previous sends. - Explore different reporting views to gain diverse insights and avoid missing crucial segment-related data.

Common use cases with examples

- **Analyzing Campaign Effectiveness:** By retrieving the segment data post-campaign send, marketers can evaluate how effectively they reached their target audience. - **Refining Future Campaigns:** Understanding which segments performed well can guide future marketing strategies and customer engagement efforts. - **Segment Comparison Analysis:** Using the copy feature allows marketers to compare engagements of multiple campaigns sent to different segments, assisting in tailoring content better.

Troubleshooting

If you encounter any issues while trying to view the segments: - Ensure that the campaign you are trying to view was indeed sent with a segment. If the View Conditions button does not appear, no segment was used during the send. - If you’re having trouble accessing reports or details, check your account permissions as some features may be restricted based on user roles.

FAQ

1. Can I view the segment conditions after modifying the segment?

No, changes made to the segment after the campaign has been sent will not reflect in the campaign details.

2. What happens if I used a legacy list segment?

If the legacy segment was updated after the campaign was sent, the segment conditions displayed may be inaccurate. It is recommended to convert to the updated segment experience.

3. Is this feature available for all ActiveCampaign plans?

Yes, this feature is available for Starter, Plus, Pro, and Enterprise plans.

4. Where can I find campaign reports?

You can find campaign reports by navigating to Reports > Campaigns > All Campaigns.

5. What is the significance of the View Conditions button?

The View Conditions button provides insights into the specific segment used during the campaign send, including its name and conditions.

6. How can duplicating a campaign help me?

Duplicating a campaign keeps the segment settings intact, allowing you to analyze and send the same campaign again without having to reconfigure everything.

7. What should I do if I cannot view my segments?

If you cannot view segments, ensure that you are checking the correct campaign settings and that you have the necessary permissions to access the details.

With this comprehensive understanding of how to view segments in your campaigns within ActiveCampaign, you can optimize your email marketing efforts and enhance your audience targeting strategies effectively. ```