Tracking segment members in campaigns or programs

From the program canvas or campaign canvas, you can view the contacts that entered a campaign or program from a segment or view all the contacts that entered the campaign or program from a segment.

Image of a Segment Members step on a canvas. A blue box on the upper-right corner of the step is highlighted with a red arrow. The campaign status is DRAFT. When a campaign or program is in the Draft or Scheduled state, you can see the number of contacts that are currently in that segment.

The number of contacts is taken from the latest successful calculation of the segment's count by the same user. The segment's count recalculation can be triggered either explicitly by pressing Refresh Count or saving the segment. If a segment is used in campaign or program, ensure the segment is saved and the new count displayed after any changes to segment structure. Otherwise the number of contacts displayed on campaign or program can be outdated (for example, showing the number before the changes).

Before you activate a campaign or program, this segment count can change if the number of contacts in the segment changes.

  • To see the latest contact count, refresh the canvas or open it again.
Image of an ACTIVE campaign. The Segment Members step is highlighted, and a green chart icon appears to the lower-right of the step. When a campaign or program is Active you can see how many segment members have entered the segment step so far. This number is different than the total segment count you saw earlier in the Draft state. As more contacts flow from the segment through the workflow, the segment count changes.
Image of an ACTIVE campaign. Blue squares appear to the upper-right of various steps in the campaign. When a campaign is Active and contacts begin moving through the campaign or program workflow, you can see the number of contacts that are resting or being processed in each step. The count changes in real-time as contacts move through the step.
  • To see the latest contact count, refresh the canvas or open it again.
  • To view details about the contacts in the step, double-click the contact count. See Viewing the step members report for more information.

Next steps

Viewing segment members in campaigns and programs

Viewing the segment members that entered a campaign or program

Viewing the step members report

Learn more

Segment members

Campaign reporting and metrics

Operational reports for programs