Marketing Lost Status Name

Marketing Lost Status Name is the status name which is used for unsuccessfully completed campaigns in a marketing campaign workflow.

Double-clicking Marketing Lost Status Name in the list will bring up the Global Setting card.

Field on the Global Setting Detail

The value field is intended to enter the adjustment value. It is a text value which should be the workflow status name that signifies the campaign as unsuccessfully closed. The correct status name can be found in the left part of administration settings called Workflow Diagrams and by following these steps:

  1. Select the Workflow Diagrams option in the left menu of the Administration Application.

  2. The list of workflow diagrams will be displayed in the right part of the window and you can select the diagram that is defined for the Marketing module (all types of marketing campaigns should have a same status name and it doesn't matter whether you select Marketing, Telemarketing, Newsletter or another campaign type).

  3. Switch to editing via a click the Modify List of Statuses icon.

  4. The list of statuses which are defined for a given workflow will be displayed in the table. We are looking for the status that denotes a unsuccessfully closed campaign – in our case it will be Lost. It is important to work with the name that is listed in the FileAs column, as shown in the picture (and we insert Lost value into the Marketing Lost Status Name in the Global Settings).

Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.