Participants

Use the Participants tab to review each contact’s engagement with an automation, filter the participant list, and create segments for follow-up automations.

Review participant activity

The Participants table shows each participant and their interactions with the automation.

The table uses the following participation statuses:

• Non-Participant: The contact has not played a round.
• Participant: The contact completed some, but not all, rounds or engagement steps.
• Participant: The contact has interacted with the automation at least once.

Each automation type defines participation differently:

Filter participants

1. Select a search option in the Participants tab.
2. Enter a value that matches the selected option’s data type.
3. Review the table entries that match your search criteria.

For example, when you select Participant Last Activity, you can enter dates only.

Create a re-engagement segment

Use Re-engage Participants to create a segment for further engagement. The segment becomes available under the Recipients step when you configure future automations.

1. Select Re-engage Participants in the upper-right corner of the Participants tab.

   

2. Update the default configuration to match your segmentation requirements. By default, the dialog shows:

   • An alias of Non-participant List 02/03/2021
   • The Non-participant option selected
   • The current date in the From and To calendar fields

3. Save the configuration to create the segment.

For example, to reward contacts who participated in an automation on December 2, 2021, configure the segment as shown below.

This configuration creates a segment named MOVIE TRIVIA Participants Dec 2nd 2021. You can select it in any automation that supports platform segments, including an SMS Broadcast.

Use the segment in the follow-up action that matches your automation design.

Refresh the participant list

The timestamp at the bottom of the Participants table shows when the table was last updated. Select Refresh Log to refresh the table.