Shortcuts Marketing Plus: Member Details and Campaign History

Accessing Member Details

1. Log In and Search for Members

   • Log into the Set & Forget Marketing platform.
   • Click Search for Members and enter the client’s details.
   • From the search results, click the magnifying glass icon to view more details.

2. Personal Tab

   • View the client’s basic information, including:
     • Name and date of birth.
     • Marketing preferences, which indicate if the client is open to receiving communication via email or SMS.
   • Check contact information and addresses. If any fields are marked as "bad," previous campaigns were unsuccessful in reaching the client through those methods.
   • To update any details:
     • Make the necessary changes.
     • Press Save to sync updates with your client data in Shortcuts Fusion.

3. Demographics Tab

   • Access any import references or additional demographic data related to the client.

Reviewing Campaign History

1. Accessing the History Tab

   • Navigate to the History Tab to review campaign interactions.

2. Generating Campaign History

   • Select a date range to filter campaigns.
   • Click Generate to view the campaign history for the selected period.

3. Campaign Details

   • For each campaign, you can see:
     • The campaign name (e.g., "September Newsletter").
     • The date sent and the date/time it was opened.
     • If the campaign bounced back, the bounce date will be displayed.
   • To view the campaign as it appeared to the client, click Show.