Once your processes have been run you will see their Cards in the Recently Completed Processes section.

The green tick indicates the number of successfully processed records, the red warning symbol represents errors.

Run History will take you to a screen where you will see the history of completed process that used that template.

Run Again allows you to re-run your process. A pop-up window will appear asking you to give your run a name.

Click on Details to view the results of your process. Inside the Details page, you will see all the records processed. The Status column on the right will either show the successfully completed process or if it has errored. The Notes columns will give you details of what was added, updated or errored.

The name in blue is a link to the constituent’s RE record, click on it to open their record in RE NXT Webview (you will have to login to access this).

Process Details

Clicking on ‘Process Details’ in the top right-hand side opens up a window that summaries the nature of the process.

Download and Query

The Details page also contains a ‘Notes’ column that details what was processed on each record as well as the nature of any Errors that occurred. For ease, you can also download these results into a spreadsheet for further review.

We also provide you with an option to ‘Create a Query’ in your RE NXT, based on the data held within the process. Each process provides their own options on what to include in the Query. For Campaign Management, these include options like where an email was opened or clicked or not.