Activity Type - Link Clicks

This option allows you to select a link from a Campaign. This option will include records that clicked on the specified link within the specified Campaign.

1. Click the check mark next to "... from a specific link." The system opens a new tab in the dialog box named "Link." Within this new tab, the left-hand side of the dialog box shows the Navigation Tree, listing all of the folders in this system; the center section shows the Item Listing, which displays all the Campaigns in the selected folder.

2. Navigate to the folder where the Campaign is stored. The Item Listing is refreshed to show the Campaigns stored with that folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure. The Item Listing is refreshed to show every Campaign in the system.  

3. Optionally, you can search for a Campaign using the following options:

• To search based on a tag, click on the "Search by Tag" field. The system displays a pop-up menu of every tag utilized within the current system. Select a tag from this menu. The Item Listing is refreshed to display all Campaigns in the selected folder tagged with this value. You can optionally select additional tags. Multiple tags are joined with an "OR" operator, meaning the system will display items that contain ANY of the selected tags. To remove a tag from your search, click the "X" icon next to the tag value.

• To search based on the Campaign name, begin typing in the "Search by Name" text box. With each additional letter that you type, the system further refines the search, and displays the results in the Item Listing. The system utilizes a "contains this text" search method, meaning that the system will search for your text string anywhere within the Campaign name, not just at the beginning of the name. To delete your text string, click the "X" icon to the right of the "Search by Name" text box.

4. Click the Campaign name. The system displays all of the links in this Campaign within the "Selected Links" section on the right-hand side of the dialog box.

5. In the "Selected Links" section, click the radio button next to the desired link.

Note: This activity option allows you to select only one link from only one Campaign.

6. If you need to remove this criteria, either click the "X" icon within the "Link" tab, or toggle off the check mark next to "... from a specific link."

This option allows you to define a date range using either specific dates, or using calculated dates.

1. Click the check mark next to "... Date Based Calculations." The system opens a new tab in the dialog box named "Date Criteria."

2. From the "Date" drop-down menu, select the date option:

• Exactly

• More than

• More than or exactly

• Less than

• Less than or exactly

• Between

3. If you select any date option other than "Between," you must set the boundaries of the date range by defining the "date math" calculation. First, enter a number, a unit of measure (days, weeks, etc.), and an operator (before or after) for the calculation. Then, you must define the starting point for this calculation -- click "Today" to use today's date, or click "Date" to pick a specific date. The line graph is updated to provide a visual representation of your date range.

4. If you select "Between" as the date option, you must define the start and end dates. For the start date, click "Today" to use today's date, or click "Date" to pick a specific date. Repeat this process for the end date.

Note: The start and end dates can't both be "Today."

5. If you need to remove this criteria, either click the "X" icon within the "Date Criteria" tab, or toggle off the check mark next to "... Date Based Calculations."

This option lets you define the criteria based on the frequency of the activity.  

1. Click the check mark next to "... Frequency of activity." The system opens a new tab in the dialog box named "Frequency."

2. Select the mathematical operator:

• Exactly

• More than

• More than or exactly

• Less than

• Less than or exactly

3. In the text field, enter a numerical value.  

4. If you need to remove this criteria, either click the "X" icon within the "Frequency" tab, or toggle off the check mark next to "... Frequency of Activity."

This option enables you to include or exclude Bot clicks from real clicks.   

1. Click the check mark next to Include/ Exclude Bot Clicks. A new tab "Bot Clicks" is opened in the dialog box.

2. Select from the following options:

• Include all Clicks - Use Bot Clicks and Real Clicks - (Default): will include all clicks by humans and Bots. 

• Limit this selection to exclude Bot Clicks - Select Real Clicks only: will include only real clicks by humans excluding the Bot clicks.

• Limit this selection to only include Bot Clicks - Select Bot Clicks only: will include only Bot clicks.

This option lets you pick either sent or queued campaigns from a specific marketing channel.

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... in a specific Channel." The system opens a new tab in the dialog box named "Channel."

3. In the drop-down menu, select a marketing channel.

4. If you need to remove this criteria, either click the "X" icon within the "Channel" tab, or toggle off the check mark next to "... in a specific Channel."

This option lets you pick a specific folder where a marketing Campaign is located. This option will return all records from all Campaigns in the specified folder.

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... in a Folder." The system opens a new tab in the dialog box named "Campaign Folder." Within the new tab, the system displays the Navigation Tree with the folder structure for the current system.

3. Navigate to the desired folder or sub-folder, then click the folder name. The system displays this folder within the "Selected Folder" section on the right-hand side of the dialog box.

Note: You can select only one folder. If you click another folder, the system replaces the previous folder with the newly selected one.

4. If you need to remove this criteria, either click the "X" icon within the "Campaign Folder" tab, or toggle off the check mark next to "... in a Folder."

This option allows you to select Campaigns that are marked with one or more "tags."

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... with specific Tags." The system opens a new tab in the dialog box named "Campaign Tags."

3. Click on the "add tag to filter" field. The system displays a pop-up menu of every tag utilized within the current system. Select a tag from this menu. The tag is added to the field. You can optionally select additional tags. To remove a tag from your search, click the "X" icon next to the tag value.

4. If you need to remove this criteria, either click the "X" icon within the "Campaign Tags" tab, or toggle off the check mark next to "... with specific Tags."

This option allows you pick a specific Cell Code. The Export will include all records from all Campaigns with or below this Cell Code.

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... in a specific Cell Code." The system opens a new tab in the dialog box named "Cell Code."

3. In the text field, begin typing. With each additional letter that you type, the system further refines the search, and displays the results in a drop-down menu. Select the desired Cell Code from this menu.

4. If you need to remove this criteria, either click the "X" icon within the "Cell Code" tab, or toggle off the check mark next to "... in a specific Cell Code."

This option allows you to define a Metadata field and values (see Metadata Settings for more information on how to define Metadata fields and values). The Export will extract all records from Campaigns with these Metadata values.

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... with specific Metadata values." The system opens a new tab in the dialog box named "Metadata Values."

3. Select the desired metadata field.

4. Select a mathematical operator (less than, greater than, etc.)

5. Enter or select the desired metadata value.

6. If you need to remove this criteria, either click the "X" icon within the "Metadata Values" tab, or toggle off the check mark next to "... with specific Metadata values."

This option allows you to select one or more marketing Campaigns.

1. In the drop-down menu in the "From Campaigns" section, select either "sent campaigns" or "queued campaigns."

2. Click the check mark next to "... select which Campaigns." The system opens a new tab in the dialog box named "Campaigns." Within this new tab, the left-hand side of the dialog box shows the Navigation Tree, listing all of the folders in this system; the center section shows the Item Listing, which displays all the campaigns in the selected folder.

3. Navigate to the folder where the Campaign is stored. The Item Listing is refreshed to show the campaigns stored with that folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure. The Item Listing is refreshed to show every campaign in the system.  

4. Optionally, you can search for a Campaign using the following options:

• To search based on a tag, click on the "Search by Tag" field. The system displays a pop-up menu of every tag utilized within the current system. Select a tag from this menu. The Item Listing is refreshed to display all Campaigns in the selected folder tagged with this value. You can optionally select additional tags. Multiple tags are joined with an "OR" operator, meaning the system will display items that contain ANY of the selected tags. To remove a tag from your search, click the "X" icon next to the tag value.

• To search based on the Campaign name, begin typing in the "Search by Name" text box. With each additional letter that you type, the system further refines the search, and displays the results in the Item Listing. The system utilizes a "contains this text" search method, meaning that the system will search for your text string anywhere within the campaign name, not just at the beginning of the name. To delete your text string, click the "X" icon to the right of the "Search by Name" text box.

5. Click on the Campaign. The system adds this campaign to the "Selected Campaigns" list along the right-hand side of the dialog box.

6. Optionally, repeat the above steps as needed to select additional Campaigns to this activity criteria. Each additional campaign is added to the "Selected Campaigns" list..

7. If you need to remove this criteria, either click the "X" icon within the "Campaigns" tab, or toggle off the check mark next to "... select which Campaigns."