Advanced Outreach offers an activity feed view for each participant. The activity feed appears as a flow diagram and displays each step of the participant journey in the Advanced Outreach. This includes when the participant was sent an email, how long the participant waited between each step, the participant responses to a survey, the state of a participant within the participant lifecycle, and when the participant was dropped from the AO journey and also the failure reason. You can also use the Refresh feed option on the Activity Feed page to view the latest updates.
Note: For Advanced Outreaches created before the 5.10 release, the Participant Activity Feed may not appear correctly
Activity Feed Overview
To access the activity feed for a participant:
Navigate to CoPilot > Advanced Outreach and locate an advanced outreach that is in an active state.
- Hover over the outreach and click Activity. Or, you can edit the AO and click Activity from the AO model screen.
The Activity Feed will open the summary view by default. This view aggregates the activities of an AO by Day, Week, Month and Year.
- Click PARTICIPANT ACTIVITY in the top-right of the summary view to see activity of the AO organized by participant.
- In the Participant Activity screen, click View Activity for an individual participant. You can also click SUMMARY VIEW to navigate back to the summary view.
- After clicking View Activity, the Activity Feed screen appears for the participant.
- View participant’s response from the feed: If the participant responded to a survey, there will be a link to the response within the activity feed. This link will open the response in a new tab.
- View failure reasons: You can view the reason why a participant was dropped from the journey using the View failure reason link in the activity feed.
- Refresh Feed: The Refresh option displays the latest feed from the AO for that participant.
The Activity Feed will display the state of each Participant within the Participant Lifecycle. The Participant Lifecycle is a process that tracks what stage the Participant is in throughout their time as part of an Advanced Outreach. Participants are added to this lifecycle after they have been added to an Advanced Outreach and the outreach is published. This lifecycle has several stages:
Review: The Participant is picked up as part of the Advanced Outreach and is analyzed for uniqueness at this time.
New: The Participant meets the Advanced Criteria and is not found in the Exclusion List.
Active: The Participant meets the set criteria and is given an identifier. The Participant has been added to the Business Process Engine and the first action of the Advanced Outreach has been completed for this participant. It will be in this stage until it is no longer being sent messages as part of the outreach.
Completed: The Participant is no longer being sent any messages as part of the Advanced Outreach. A participant will move to this stage if they have completed the request sent to them, such as completing an NPS or CSAT survey, but can also move to this stage if the participant has not responded and the time set by the conditional wait has passed.
Knock-off: The Participant is no longer being sent messages as part of the Advanced Outreach. A participant will move to this stage if they are manually deleted from an outreach’s participant list, or if the outreach has been moved to the Stop status.
Drop: The participant would normally be picked up as part of the Advanced Outreach, but is invalid for the process. This typically occurs because a required field is missing, such as an email address. The reason for this drop will be documented in the field Failure Reason on the Participant object.
System Error: The participant would have been picked up as part of the Advanced Outreach, but something went wrong during the process of adding it. This usually occurs because of an infrastructure issue. The reason for this error will be documented in the field Failure Reason on the Participant object.
The Participant Life Cycle is further illustrated below:
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