Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Campaign Search

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A Campaign is a grouping (or batch) of notification emails that supports sending emails out in bulk. Bill notifications for a Bill Period constitute a single Campaign.

You can search by Campaign Name or Description or show additional search criteria to use.

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Results show the following for each Campaign:

  • Name

  • Type – Currently Bill Notification is the only available Type.

  • Status – Possible statuses are Created, Processing, Canceled, Errored, Pending Mail Send, and Completed.

  • Recipients – Total number of intended recipients.

  • Delivered – Number of intended recipients that received their notification successfully.

  • Failed - – Number of intended recipients that did not receive their notification.

  • Created – Date and time when the Campaign was created.

  • Send Date - Date and time when the notifications were sent.

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    The far right column in each row provides a kebob with several options, depending on Campaign status:

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  • Cancel: Available for Campaigns that have not yet processed. This action will cancel the Campaign completely and not send the emails.

  • Regenerate: Available for campaigns that have processed. This will create a new Campaign that contains the same emails so the entire Campaign can be resent.

  • View Segments: A segment represents a subset of the notification emails in a Campaign. For bill notifications, each Campaign is broken down into distinct segments based the template used to generate the emails (default, an override, or Autopay Notification template).

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    You can export the segment details to a spreadsheet downloaded to your desktop.