2.1. How to access the list of participations.
1. Introduction.
In the campaigns you create with Cool Tabs, you will find a list of participations of users who register, along with the data you asked them to fill in the form (email, phone number, social network, quiz answers…).
In this tutorial, we explain the different statuses a participation can have, the available filters, and the actions you can perform on each entry.
2. Step by step.
2.1. How to access the list of participations.
To access the list of participations, go to the Leads section of the campaign.
2.2. Participation status.
You will find the following types of participations:
Total
This is the total number of participations in the campaign.
Do not confuse it with unique participants. If you have allowed more than one participation per user, the total number of participations may be higher than the number of unique participants.
Approved
These are all participations that have been correctly registered and are eligible to enter the sweepstakes.
In the participation list, you can identify them in the Status column, with the toggle shifted to the right, showing the ✓.
Pending
In campaigns with moderation, when a user participates, their entry remains pending validation until you confirm it. The same applies to campaigns with email validation configured, where the entry will remain pending until the user confirms their email.
In the participation list, you can identify pending entries in the Status column. The toggle appears in the centre position, between ✕ and ✓, indicating the participation has not yet been validated or rejected.
Once confirmed, the participation will appear as approved.
How to configure a campaign with moderation.
Rejected
If the campaign has any restriction activated or a duplicate code has been entered, the application will mark this participation as rejected.
The campaign administrator can approve a rejected participation at any time by clicking the ✓ in the Status column. It is also possible to manually reject a participation from that same column.
When a participation is rejected, it is hidden and no longer appears in the list, although the user can still see it. Therefore, the participant cannot be selected as a winner for that entry.
In addition, if the option 'Each user can only participate once' is enabled under the Restrictions tab in the Participations section, the participant will not be able to participate again, as their participation is still recorded in the system even though it is hidden.
Delete entries
You can remove a participation from the list by clicking the trash icon in the Actions column. This is useful, for example, when a user has entered incorrect data and contacts the organizers to correct it.
When a participation is deleted, it is as if the user never participated. They will be able to participate again and the entry will disappear from the list without any record remaining.
This action cannot be undone.
2.3. Filters.
In the Leads section you will also find a series of filters, which may vary depending on the type of campaign you have created and the data you request from participants.
Name, nickname or email. You can filter by the user's nickname, first and last name, or email.
Start date. A calendar will appear to filter by the start date of participations.
End date. You can also filter by the end date.
Social network. A list will appear with the registered social networks so you can filter by each one.
Min. Points. In a points-based quiz, you can filter by the number of points each user has obtained.
Status. You can filter by the status of each participation (total, approved, pending or rejected).
Save filter. Fill in the fields and define a name to save the filter combination and reuse it whenever you need it.
In addition, you have two buttons in the lower right corner:
Download filtered Excel. Downloads an Excel file with the filters you have selected.
View filtered statistics. Takes you to the campaign's statistics section with the filters applied.
2.4. Entries list.
This screen displays all participant data (name, nickname, email, date, country, IP…). You can change the columns shown by clicking Change columns and selecting the ones you want to display.
2.4.1. Actions.
Each participation shows a series of actions that may vary depending on the type of campaign configured, allowing you to make modifications.
Preview the user's final screen. You will see the screen that was shown to the participant after completing their participation.
Preview all user screens. You will see all the screens of the participation (quiz points, assigned coupon, final screen…).
Edit. You can edit the participation data of the user.
Delete. By clicking the trash icon, you will delete the participation.
3. Other specifications.
If you have any questions, contact us at help@cool-tabs.com.
4. Related content.
How to configure a campaign with moderation.
Differences between rejecting and deleting a participation.
How to restrict participation in a campaign.
Comments
0 comments
Please sign in to leave a comment.