A guide explaining the two ways to verify if a patient has been added to a campaign and how to view the detailed history of every step that has been completed for them.
✨ When You Need This Guide
This guide is your go-to resource when you need to confirm if and how a patient is interacting with your automated campaigns. Use this if:
You want to confirm that a specific patient was successfully added to a campaign.
A patient says they didn't get a message, and you need to verify if a campaign step was sent.
You need to see a complete list of every patient enrolled in a particular campaign.
You want to review the entire campaign history for a single patient.
What This Covers (And What It Doesn't)
✅ This article explains how to view the status and history of campaigns for your patients.
❌ It does not cover how to build or edit campaigns. For that, please see our guide: How to Create and Manage a New Campaign.
✅ Method 1: See Everyone in a Specific Campaign
Use this method when your question is, "Who is in the New Patient Campaign?" This shows you a complete list of every contact enrolled in one particular campaign.
Go to CAMPAIGNS > Show Campaigns.
Find the campaign you want to check in the list.
On the right side of that campaign's row, click the Person Icon.
A page will load showing you every contact who has been enrolled in that campaign. You can search this list to find a specific patient and confirm they were added.
✅ Method 2: See All Campaigns and Step History for a Single Patient
Use this method when your question is, "What campaigns has Jane Doe received?" This allows you to investigate the complete campaign history for one person.
Go to CONTACTS > Show Contacts.
Use the search bar to find the patient and click on their name to open their profile.
Click on the Campaign tab within their profile. This shows you a list of every campaign this patient has ever been enrolled in.
View Detailed Step History. To see the play-by-play for a specific campaign, click the History button next to the campaign name.
What you'll see: A detailed log showing each step in the campaign, its status (e.g., Performed), the date it was scheduled to run, and the date it was actually completed.
💡 Common Scenarios & Questions
What You Might Notice | Why It's Happening | What to Do |
A patient is not on a campaign list, but I think they should be. | The campaign was likely not triggered for them. This usually happens if they didn't meet the exact trigger conditions (e.g., the wrong appointment type was booked). | Go to CAMPAIGNS > Show Campaigns and Edit the campaign. Double-check the trigger rules. For an Appointment Campaign, ensure the correct appointment type is selected. For an Event Campaign, check for typos in the keyword. |
Can I see the exact date a patient was added to a campaign? | Yes. The patient's campaign tab shows the enrollment date for each campaign. | Use Method 2 above. After you navigate to the patient's Campaign tab, you will see the date they were added listed next to each campaign name. |
Can I manually remove a patient from an active campaign? | Yes. If a patient no longer needs to receive messages from a campaign they are in, you can stop it for them individually. | Go to the patient's Campaign tab in their contact profile (using Method 2). Find the active campaign you want to stop and click the "Pause" button next to it. This will prevent them from receiving any further steps from that campaign. |
🎉 You'll Know It's Working When:
You can successfully find the list of all patients enrolled in a campaign using the Person Icon.
You can navigate to a patient's profile and see their complete campaign history, including the status of each individual step.
💬 Need Help? We're Here!
If you're having trouble finding patients in campaigns or need help with manual enrollment, our support team is ready to help. Contact us at 800-563-0469 or support@getaloha.com.
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