Viewing the details of Artera Campaigns provides users with the opportunity to modify a Campaign prior to its launch or to gather relevant information on a previously run Campaign.

How to Access the Campaign Details Page

There are two ways to access a Campaign’s detail page. Both access methods lead to the same information: 

Option 1: From the Campaigns page, locate the Campaign and select the purple Campaign description to access the Campaign’s detail page.

Option 2: Click the Actions (...) menu near the Campaign and select View.

Information Displayed on the Campaign Details Page

The following information is available from the Campaign details page: 

Campaign Name and Status: In the top-left corner of the detail page is the name of the Campaign along with its status, which is either pending, queued, running, paused, or complete. Click here for details about Campaign statuses.

Message: This displays a preview of the message that will be delivered to patients when the Campaign runs. This also indicates whether the Campaign is configured as a text, call, and/or email along with which languages the Campaign message is translated into. 

Audience: The information in the "Audience" section varies based on which Audience Source was chosen for the Campaign. 

CSV with MRNs
In the "Audience" section, the "Source file" line displays the name of the CSV you uploaded so you can trace the Campaign back to the file that created its audience. Select Download CSV of Audience to view the patients who will be reached. The file saves under that same name. The "Audience Size (Valid MRNs)" field displays how many patients will be reached. The "Invalid MRNs" field displays how many MRNs within your uploaded CSV file were marked invalid by Artera. Click here for information on eligible patients for Campaign Delivery. The "Duplicate MRNs" field displays how many duplicate MRNs were removed from the uploaded CSV file in order to prevent patients from receiving repeated messages from the Campaign.
Patients with Appointments
In the "Audience" section, the appointment filters chosen during Campaign configuration are displayed. Select Download CSV of Audience to view the patient IDs of the patients who will be reached with the Campaign message. The "Total Patients" field indicates how many patients will be reached.

Schedule: This displays the information pertaining to the date and time the Campaign will start, the Campaign’s daily start and end times (if it is running across multiple days), Business Days Only? selection, and how many Campaign messages will be sent per hour (based off the selection made in the Campaign build). 

Details: This displays the line selected to route inbound patient responses to, the category associated with the Campaign, and the Practice the Campaign was created in.

Method: This displays whether the Campaign will be sent as a Secure or Unsecure message and will display any files included in the Campaign.

Finally, from the Campaign's detail page, you can choose to start the Campaign if it is currently in the "pending" status by selecting Start Campaign. If the Campaign is in the "paused" status, select Resume to continue it. You can also use the Actions (...) menu to edit the Campaign, duplicate it for creation of another Campaign, or delete the Campaign. 

To navigate back to the Campaigns page, select Back to All Campaigns in the top-left corner of the page.