Search for Promo Clicks in the Last 14 days in ClientBase Online

Find which clients actually clicked within a promotion for more information in ClientBase Windows and ClientBase Online

• Sign into ClientBase Online   
• From the Profile Manager - Click Go to Advanced Search   

• Click Activities  
• Put a check mark next to Mailer
• Activity date leave the 'From' field blank
• Activity date through - =-14,0,0
  • You can change 14 to however many days you wish to check from
• Subject - Promo click
  • You can replace Promo click with Promo Sent or Promo open to see who was sent an email and who opened the email promotions.   
  • You can also Search for which clients opened the survey and which clients completed the survey.   Instead of typing “Promo click” enter Survey open or Survey completed  
• Click OK  

•  Click Saved Searches   

 

• Save Current  

 

• Global
• Name- Promo Clicks last 14 days
• OK