Defining Status Reasons
Here, a list of status reasons is defined. These reasons are later used when closing an internal campaign activity with an In Progress or Cancelled status that can be later added to a status reasons template. To add a new status reason, in the Innovation Studio main menu, go to Automation Blocks> Omnichannel Campaigns > Status Reasons. The Status Reasons List page appears. Select a status from the list or create a new one.
Click the Insert button from the right upper corner. The Add Status Reason page is displayed. Fill in the following fields:
| Field | Required | Type | Description |
|---|---|---|---|
| Status Reason Code | No | Text | A unique identifier associated to corresponding the status reason value. |
| Status Reason | Yes | Option Set |
The business status reason set by the person responsible for the campaign activity. This status is set when the campaign status is In Progress or Cancelled.
NOTE
Status reasons can be selected from the existing option set values or a new one can be added. To add a new status reason item to the option set, click the edit button. For more details on inserting option set items, see the Adding Option Set Attributes page. |
Click the Save and Reload button. The Used For Cancelled, Used For In Progress, and Campaign Activities sections are displayed.
Used for Cancelled
This section displays the reasons templates that have a Cancelled status reason, or where other templates using these status reasons can be added.
Used for In Progress
This section displays the reasons templates that have an In Progress status reason, or where other templates using these status reasons can be added.
Campaign Activity
This section displays a list of internal campaign activities set with an In Progress or Cancelled status reason that used a specific status reason. For example, cancelled campaigns with the Client Refused Offer status reasons.
