Contact's Marketing Tab

1- To access your contact's Marketing tab, go to your "Contacts" section within your LionDesk navigation bar

2- Search for the contact that you want in your contact table.

3- Click on the contact's name to access their profile

4- Above all the contact's information, you will find additional tabs, select the "Marketing" tab

Active Lists

The Active Lists are the bucket Lists the "Contact" is a member of 

To remove the client from the list: click "Remove From List"


Active Auto Pilot Drip Campaign

Here you can see which email campaigns are still active for this client and how many tasks are remaining in each campaign.

If you want to stop the tasks before they are done, click on "Remove Unfinished Tasks".


Emails sent to client

This part is a personal email reporting for the client. Here you can see:

  • all the e-mails this contact received,
  • when they were sent 
  • whether they were opened or not
  • if opened whether the links in the emails where clicked on.


See above to view that this e-mail was opened once and had one click.

To see the details of when it was open and what link was clicked on:

  • 1- Click on "Opens/Click Details"
  • 2-A new window will open with details

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