Participants

Within the Automations analytics and reporting, you will find the Participants tab, which leads you to a section of the report that shows the engagement performance details of the automation on a per-user basis. In addition to enabling you to segment and target based on a user’s level of participation in your automation.

The following Participant table displays the participants and their interactions received through the automation:

In the table that holds the participants, the following data is shown:

• ID: either the mobile phone number or the email address of the contact.

• Participant’s Last Activity: The last time the contact interacted with the automation.

• Status: refers to the status of the contact's participation in the automation.

  • Non-Participant: Contact that has not played any round.
  • Participant*: Contact who has played and finished some rounds but has some others still unfinished. The special case of Participant is one where the user did not complete the steps of the engagement offered in the automation.
  • Participant: Contact who has interacted with the automation at least once.

  Each automation has a different meaning of participation. That is, depending on the type of automation and its interaction, the contact will be considered as a participant, as shown in the following table:

  Automation Type	Participation Description
  Member Card	Contact clicks the 'Add' button to add the card to his wallet.
  Polls & Surveys	Contact enter a keyword to begin the survey.

• Participations: refers to the number of times the contact has participated in the automation.

Also, within the Participants tab, there is a search function that allows you to carry out searches based on the participant status and contact ID.

Upon selecting the option you are going to search by, the entries in the Search will be restricted to the data type of the selected search option. In other words, if you select to search by Participant Last Activity, you can only enter a date. Once a Search is performed on an option, the table will only show the entries in the table that satisfy the search criteria.

Through the Re-engage Participants, located in the top right corner, you can create participant segments for further engagement activities on that new segment. Upon clicking it, a pop-up window appears,

It shows the default setup configuration of

• Alias set to Non-participant List 02/03/2021,
• Non-participant radio button selected, and
• The current date on the calendar options From and To.

All of those fields are modifiable to address your requirements of segmentation. Whatever configuration you decide for re-engagement, it will become selectable for follow-up or future broadcast use as the segment will appear as an option in the Segment under the Recipients step during automation configurations.

For example, let us say you decide to further reward those users that did participate in a given automation on December 2nd, 2021. An example of your segmentation setup could be as follows:

Through this action, you have created a user segment called MOVIE TRIVIA Participants Dec 2nd 2021, and it will show up as a selectable option in multiple places, as it is now a segment to be used on other automations, as would be any other existing segment in the platform. An example of this is shown for an SMS Broadcast where the Segment dropdown menu shows the Movie Trivia Participants Dec 2nd 2021 segment as one of the available options.

Having created the segment of interest, you are ready to use it in the follow-up action that corresponds to your automation design.

Another option to notice, in the bottom section of the Participants table, you’ll find a time stamp of when the contents of the table were last updated, and selecting Refresh Log can update the table, as its contents are dynamic in nature and automation participation is an ongoing activity to be continuously monitored and reported.