Review results from Onboarding
When following up on an Onboarding campaign, you should look into Sessions. Sessions include all attempts to contact a lead, made through Onboarding campaigns. Some are successful, while others are not. This guide will introduce you to the concept, how to analyse the data, and when a session should be considered successful.
What are sessions?
Sessions, as mentioned, include all attempts made within different campaigns. Therefore, you may notice that there can be multiple sessions for the same lead. An example could be if you get interrupted and need to contact the lead again.
To group sessions for a single lead, it is a good idea to use sign-up, External lead ID, which will automatically gather the information via the existing SubscriptionGuid., Upgrade.
1. Sessions
This list is sorted in the same way as the others, with the newest at the top. Using filters, you can find specific sessions for a single campaign. Below, we go through the individual columns.
Status
Sessions are divided into different statuses so you can track the progress of each session.
- New - sessions that have just been submitted, but in practice, you will rarely see this status.
- Processing - sessions that have been submitted to the gateway.
- Complete - sessions that have been completed.
- Rejected - the lead has declined.
- Failed - the gateway has failed.
- Expired - the session was never completed.
Created
Created indicates the time when the session took place. Our format is YYYY-MM-DD (year, month, date) HH-MM-SS (hour, minute, second).
Intention
This description is generated automatically as part of the created workflow.
Campaign
The campaign name is what the organisation has chosen for it.
Workflow
As with the campaign, the name here is also defined by the organisation.
Agency
This will be the name of your agency, as the view is the same as what the organisation sees.
2. Filter
Here, you have the option to view more sessions in the list, where the default is 10. You can also filter by Campaigns.
3. Opening a session
If you need more information about a session, you can click on it to access further details. Depending on the status and intention, the available information will vary. You can find examples further down in the guide.
The image above shows a successful registration for a recurring payment agreement.
Explanation of information on the left side
In the upper left corner, you will find details about the specific action, in this case, "session to change payment method". This indicates that the payment method has been changed.
The box below provides some basic information about who and what:
- Status – For example, Completed, meaning this session has been successfully completed.
- Created – The date and time when this session was completed.
- Service type – A combination of intention and payment type (single or recurring), which you can read more about it here.
- Campaign – The name you have assigned to the campaign.
- Workflow – Specifies which workflow has been used.
- Merchant – The name of the organisation.
- Agency – The name of your agency.
- User – The name you have assigned to the caller/user who spoke with the lead.
Contact information:
In this case, it concerns an Upgrade, and here the contact already exists in OnlineFundraising. If it concerns a Sign-up workflow, a new contact will be created instead.
Agreement details:
As we have changed the payment card on an existing agreement, you will see the donor's agreement information here. See the image below.
Examples of other sessions
Here, an active payment agreement has been successfully paused.
This is how a failed attempt to pause a payment agreement would appear.
A sign-up agreement that has expired may look like this.