Mailtarget Documentation

Changing Contact Status in Customer Journey

In the Customer Journey feature, you need to manually change the status to determine the appropriate status for your contacts. In this article, you will learn how to change the contact status in the Customer Journey.

  1. Change Per-Contact
    • You can manually change the status of each contact with the following steps:
      • Click the action button.
      • Then, in the 'Funnel Status' dropdown menu, you can change the status to aware, engaged, or even make the status lost by changing the account from Active to Inactive. The account will then automatically become lost.
  2. Change Per-Label
    • From the Customer Journey menu, click the 'Manage Funnel' button.
    • There will be a page with the 'Change Status' box.
    • In the 'From Label' column, select the label whose contact status you want to change. Then, in 'Add Status', choose the Customer Journey status for the selected contacts.
  3. Change to Default
    • This option allows you to set the Customer Journey status for contacts that do not yet have a status. Here's how:
      • From the Customer Journey menu, click the 'Manage Funnel' button.
      • In the 'Funnel Status' box, select the status you want to set as the default.
      • Click the 'Save' button.