The Applied Contacts Tab

From the Applied Contacts tab you can view all the contacts that have a particular Action plan applied. Note that this tab is only available for Action plans.

You can view the plan's progress for each contact, their unsubscribe status, and the plan's start/end dates. You can also remove a plan from a contact record and generate an Applied Contacts Report if desired.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Plans

From the View Plan screen, click the Applied Contacts tab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Plans

 

ICONS USED ON THIS SCREEN

ICON

COMMENT

subscribe_icon.png

Displays the contact's unsubscribe status.

unapply_plan.png

Removes the plan from the contact record.