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What does the status “Successful” mean
What does the status “Successful” mean

what does the successful status mean and when should you use it?

Updated over a week ago

When running a campaign, there are multiple statuses that can be used to denote what stage of the campaign a recipient is in. One of the statuses is the "Successful" status.

Unlike the other statuses, this status is not automatic based on a trigger event and instead is something you can manually set.

This status means the intention of the campaign has been achieved and you consider the outreach to be finished with a positive result.


When to use the "Successful" status

The "Successful" status can be manually applied to any recipient you consider to be successful, whether that means a conversion, reply, or engagement such as clicking a link.

This can be helpful to differentiate between recipients who replied with a "not interested" reply from recipients that have had a positive reply, or to mark those who may have reached out to you via other means (such as booking a call) as successful.


How to mark a recipient as "Successful"

You can mark a recipients as successful either in the Inbox (if they have replied):


Or, within the Engagement tab (if they have opened or clicked your email):


Manually setting a recipients status to "Successful" will stop any further communication for the ongoing campaign, meaning further follow-ups will be cancelled for that lead.

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