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Customer experience | Sales, Customer Insights,...
Answered

Quick Campaigns: Excluded Members view

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Posted on by

Hello, 

I am a BA, investigating how my organization might use Quick Campaigns and I have a question about the views that are/should be used for the Selected Members/Excluded Members sub-grids on the QC Summary tab. As it stands, both of these sub-grids are displaying the exact same members. Since my Quick Campaign successfully sent emails to the 3 members of my Marketing List, I would not expect to see any records displayed as Excluded Members. Yet, I do. 

pastedimage1633349867307v1.png

I believe the issue rests with the default view selected for the sub-grids. For example, I see the Default View selected in the Contacts sub-grid is Active Contacts. I believe it should be set to some associated view or maybe the bulk operations view. However, the only views I can select do not include any of these views:

pastedimage1633351908356v2.png

Can someone help me to understand what I'm missing here?  

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  • Suggested answer
    Community Member Profile Picture
    on at

    Thank you Nya!

    While this didn’t exactly answer my question, it helped me to understand the views I needed were inactive. Now that I’ve activated them, I can set them as the default view for these sub-grids. My testing shows this has fixed my problem!

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    I have checked that the default view here is "Excluded Accounts / Contacts / Leads Campaigns".

    pastedimage1633412049666v1.png

    Have you ever made some customization on it?

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