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Mark recipients of a Direct Mail Campaign

edited Nov 22, 2019 4:55PM in CRM

Hi All,

We are trying to understand why sometimes the customers who receive a campaign have an entry under the customer/general/campaign tab and sometimes they don't.

We have a group based upon a saved search. New customers have a check box set to "yes" for a custom field called "send catalog". 

The group works fine and we can send a email this way, but with a direct mail campaign we can add a row to the campaign and set the status for that group to "Complete" but it does not seem to record who received the campaign.

We can use a mass update to mark another field that says the date on which the catalog was sent, but that seems strange (though common from responses I see to other similar questions here).

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