Review published actions

Use the Published Actions workbook to manage published campaign actions and actions under review.

To view the workbook, go to Campaign Manager > Published Actions. The workbook contains four worksheets:

• Published Campaign Actions
• Feedback Loop
• Publish Log
• Campaign Analytics

Review and update published actions

Review and update published actions in the Published Campaign Actions worksheet. By default, this worksheet displays all published, active actions.

An action is active if:

An action is visible if:

The Visible checkbox in this worksheet indicates which actions are still visible to front-end system users.

KPI Cards

The Published Campaign Actions worksheet includes a number of customizable KPI cards. They provide a summary of all published, active actions.

Standard KPI cards include:

• Total Active Actions—Shows the total number of active actions on the worksheet. Calculation is performed after worksheet filters have been applied.
• Status = Identified—Shows the number of active actions with the status of Identified. Calculation is performed after worksheet filters have been applied.
• Status = Pursuing—Shows the number of active actions with the status of Pursuing. Calculation is performed after worksheet filters have been applied.
• Selected Actions—Shows the number of selected actions. It ignores any filters applied to the worksheet.

Worksheet actions

The Published Campaign Actions worksheet has eight worksheet actions. These worksheet actions only apply to selected published actions, and are used to perform mass updates.

• Pursue Selected Actions
• Close-Win Selected Actions
• Close-Loss Selected Actions
• Dismiss Selected Actions
• Snooze Selected Actions
• Accept Selected Actions
• Reject Selected Actions
• Cancel Selected Actions

Published actions

When you publish a campaign, Campaign Manager populates the Product Group Action (PGA) view with the following fields. This view represents the current state of published actions.

• Product_Group_Action_Id—Unique ID for the PGA. Serves as the primary key for the record.
• PGA_Scope—Concatenation of the Action Type Scope + Customer Id + Product Group Id + Record Id.
• Campaign_Id—Unique ID for the campaign.
• Campaign_Name—Name of the campaign. Configure this in the Campaigns worksheet.
• Action_Type_Id—Unique ID for the action type.
• Action_Type_Name—Name of the action type. Configure this in the Action Types worksheet.
• Customer_Id—Unique ID for the customer to which the action applies.
• Customer_Name—Name of the customer.
• Product_Group_Id—Unique ID for the product group to which the action applies. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Product_Group_Description—Optional description field for the product group. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Record_Id—Unique ID for the record to which the action applies. In many cases, the Record Id is “0” when no specific record applies to it. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Action_Impact—Optional estimate of the value of closing the action. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Current—Optional numeric value to define the action’s current state. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Target—Optional numeric value to define the action’s target state. When using a Sales IQ engine, configure this in the output worksheet for the corresponding action type.
• Action_Priority—Optional field to define the action’s priority. Configure this in the campaign actions dropdown view in the Campaigns worksheet.
• Talk_Track—Optional field to define a text Talk Track for the action. Configure this in the {{glossary.Talk Track worksheet}}.
• Status—The action’s status.
• Reason—Reason code for the most recent response to the action. For more information about reason codes, read Action reason codes.
• Comment—Comment for the most recent response to the action.
• Last_Activity_Id—Unique ID for the most recent response to the action.
• Published_Date—Date the action was first published.
• Updated_Date—Date the action was last updated.
• Pursued_Date—Date the action’s status was first changed.
• Closed_Date—Date the action’s status was first changed to a closed status (Dismissed, Snoozed, Won, Lost, Accepted, or Rejected).
• Is_Cancelled—Boolean flag indicating if Campaign Manager canceled the action.
• Is_Active—Special Boolean flag indicating actions that are active.
• Is_Visible—Special Boolean flag indicating actions that are visible.