Campaigns & follow-ups

Read campaign delivery, engagement, spend and revenue

Separate recorded delivery, reads, clicks and replies from booking revenue and causal lift.

The quick answer

Open the campaign in Campaigns to inspect recipients, delivery/read states, clicks, button responses and failures. AI campaigns additionally show revenue evidence where supported: Direct, Assisted and Unattributed. These totals describe attribution; they do not establish incremental lift without a valid control.

Follow these steps

  1. Open the campaign from Campaigns, or the relevant AI campaign from AI Employee → Campaigns & revenue.

  2. Review the summary counters. Sent to WhatsApp, Delivered and Read represent different observed states; a queued message is not confirmed delivery.

  3. Search recipients by name/phone and filter delivery status, including Failed and Retry scheduled. Open failure details or retry progress where present.

  4. Review Clicked and button responses. Click tracking requires the tracked link; a direct destination may not have recipient click evidence.

  5. Open the financial summary to distinguish reserved usage, settled charges and released funds. Review report-email controls if you need a permitted campaign report.

  6. For supported AI campaign revenue, inspect Direct, Assisted and Unattributed and open Follow the evidence. Read missing identity/session coverage and refund notes.

  7. Use Inbox to read actual customer replies and Follow-ups for work requiring a team decision. Review any control-group report separately before interpreting lift.

Good to know

  • Direct/assisted revenue needs evidenced links between the campaign, recipient, message, checkout, booking and payment. Missing linkage remains unknown.
  • Revenue evidence excludes free registrations and external booking sales. You cannot assume an external checkout paid merely because the customer clicked.
  • Refunds are deducted when the ledger can value them. Do not add overlapping attribution categories across separate campaigns.
  • An unavailable metric is not the same as zero.
  • The campaign detail screen can show a report-email form; automatic AI campaign result emails require the applicable active AI access.

If something isn’t working

  • No recipient details recorded? Review the campaign's recorded failure count and ask support with its campaign ID; do not assume a blank table proves success.
  • Read/click totals are missing? Check that provider experiences or link tracking exist; do not invent engagement from a sent count.
  • Revenue unavailable or identity coverage incomplete? Read the stated evidence gap and refresh after upstream data becomes available.
  • A delivery remains uncertain? Inspect history before creating another send or call.
  • An external checkout lacks payment evidence? Use that provider's actual payment records; current campaign attribution cannot prove it automatically.

Still need help? Include the club, screen, action and error message so our team can find the right issue.

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