Marketing Campaigns lets you segment accounts, contacts, and other records based on how recipients interact with your email campaigns.
What are engagement filters?
Engagement filters let you segment records based on how recipients interacted with an email campaign.
You can identify:
Who received a campaign.
Which contacts opened the email.
Which recipients clicked a link.
Who unsubscribed.
Which emails could not be delivered.
Use this information to create more precise segments based on recipient engagement.
Where to use campaign filters
On the web, you can use campaign filters in accounts, contacts, opportunities, orders, and activities.
On the mobile app, Marketing Status, Email Campaigns, and Email Campaigns Events are available in accounts and contacts.
Access campaign filters
Open the account or contact list.
Open the filter panel.
Select the filter you need: Marketing Status, Email Campaigns, or Email Campaigns Events.
Set your criteria and apply the filter to display matching records.
Available filter types
Campaigns sent
Find records included in a specific campaign.
Use this filter to:
Review audiences.
Analyse campaign reach.
Plan follow-up actions.
Emails delivered
Find recipients whose emails were successfully delivered.
Use this filter to:
Check email delivery.
Exclude bounced emails.
Analyse campaigns based on delivered emails.
Emails opened
Find recipients who opened a campaign email.
Use this filter to identify:
Contacts who may be interested.
Engaged audiences.
Leads who showed initial interest.
Emails clicked
Find recipients who clicked one or more links in an email.
Use this filter to identify:
Customers who showed interest.
Leads to prioritise.
Recipients interested in specific products.
Unsubscribes
Find records associated with recipients who unsubscribed from communications.
Use this filter to:
Manage communication preferences.
Review campaigns that may be less relevant.
Assess whether recipients receive too many emails.
Bounces
Find emails that could not be delivered.
Use this filter to:
Clean up your database.
Identify invalid email addresses.
Investigate delivery problems.
Filter related records across entities
On the web, you can use engagement filters in other CRM entities to find records related to campaign recipients.
For example, you can view opportunities or orders associated with contacts who clicked a link in an email.
This helps you analyse sales activity related to a campaign.
How to use these filters in sales
Sales teams can use these filters to:
Prioritise more engaged leads.
Identify recent opportunities.
Prepare personalised follow-up.
Create lists of interested customers.
Refine sales segmentation.
How to use these filters in marketing
Marketing teams can use these filters to:
Analyse more engaged audiences.
Identify campaigns with stronger engagement.
Create new audience segments.
Improve future campaigns.
Identify customer interests.
Benefits of engagement filtering
Filtering by engagement helps you:
Improve segmentation.
Create more relevant campaigns.
Support conversions.
Coordinate marketing and sales.
Analyse campaign return on investment.
Use recorded engagement data.
Good practice
To get more from these filters:
Combine open and click filters.
Prioritise contacts with recent engagement.
Review bounces and unsubscribes regularly.
Use filters for follow-up campaigns.
Segment audiences by their recorded engagement.
Common problems
The filters return no results
Check that:
You have sent the campaign.
The campaign has recorded engagement.
You have the appropriate permissions.
Some engagement does not appear
This may happen if:
Campaign metrics are still synchronising.
The recipient has not interacted with the campaign.
Visibility restrictions affect the results.
I cannot use campaign filters in another entity
Check that:
You are using the web version.
The entity supports campaign filters.
The relevant records are linked.
Recommendations for marketing and sales
Use engagement filters to:
Create better targeted campaigns.
Improve sales follow-up.
Identify potential sales opportunities.
Understand customer interests.
Coordinate marketing and sales activity.