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Campaign Member Filters

Campaign Member Filters give you control over which campaign members generate touchpoints. You can filter by membership status and lookback period.

Accessing Filters​

  1. Navigate to the Cleot App Configuration tab
  2. Click the Campaign Configuration tab
  3. Scroll to the Campaign Member Filters section

Membership Status Filter​

Controls which CampaignMember statuses qualify for touchpoint creation.

  • No statuses selected (default): All campaign members create touchpoints regardless of status.
  • Specific statuses selected: Only members whose status matches an included status will create touchpoints.

Configuring​

  1. Use the dual listbox to move statuses from Available Statuses to Included Statuses
  2. Click Save Filter Settings

Example​

If you only want touchpoints for members who actively responded to a campaign:

  1. Move "Responded" from Available to Included
  2. Save

Now only campaign members with status "Responded" will generate touchpoints. Members with status "Sent" will be skipped.

Lookback Period​

Limits touchpoint creation to members added within a certain time window. Useful for excluding old campaign interactions.

SettingDescription
Lookback DaysRolling window — only members created within the last N days qualify
Lookback DateFixed cutoff — only members created on or after this date qualify

If both are set, the more restrictive (later) date is used.

Example​

To ignore campaign members older than 90 days:

  1. Set Lookback Days to 90
  2. Click Save Filter Settings
warning

Lookback filters only apply at the time of touchpoint creation. Existing touchpoints are not affected when you change the lookback period.