Determining the attendee status

If standard attendee statuses have already been defined, they can be assigned in the selection dialog in the Attendee status tab. But you can also define individual attendee statuses. It is most sensible if attendee statuses follow a chronological order, e.g., included in action; letter created; letter sent; inte­rest; more documents desired; etc. The chronological order of events of the attendee statuses can be modified manually via the Position field.

1. Open a marketing record in which attendee statuses are used (telemarketing, events).
2. Switch to the Attendee status tab.
3. In the list view, click the Select attendee status button to assign attendee statuses.
4. Alternatively, click the Attendee status field in the list and enter individual attendee statuses in each case.
5. For visual analysis, specify a percentage value in the Degree field, corresponding to the completion degree of this milestone in the mar­keting action.
6. In the Maturity field with DON, you can declare a milestone which is automatically assigned to a con­tact from the action if this contact receives the Inactive status. This way, you have an automatic indicator for inactive contacts in the action, and can filter them specifically. In this case, however, it should be only a single status, because the system uses the first status with DON in the list.

As long as the respective milestone has not been "assigned" yet, it can be deleted from the list at any time. Whenever activities are in progress for an action, all external contacts are affected. To be able to understand the status of the action, the attendee statuses for the contacts are always requested. According to these attendee statuses, contacts can be selected and followed up in the course of the action, or the status of the action can be evaluated.´

The Add standard status function from the function bar in the subdialog of the list adds all statuses cre­ated for the subtype. This function is particularly useful for creating new marketing processes. If the list already contains participant statuses, the function only copies the delta.