Overview
SmartMoving allows you to view a contact’s email campaign history directly from an opportunity. This helps sales teams understand which marketing emails a contact has received and how they’ve engaged, without leaving the opportunity record.
Campaign history appears in the Sales tab of an opportunity and includes only successfully sent marketing emails.
Before You Start
Your company must have an active Smart Marketing subscription.
Note: Marketing permissions are not required to view campaign history. However, only users with Marketing permissions can click campaign names to open the Campaign detail page.
How To View Campaign History from an Opportunity
Open an Opportunity.
Navigate to the Sales tab.
Scroll down the right-side panel.
Locate the Smart Marketing box.
Click View History.
A right-side drawer opens, similar to the contact drawer in Smart Marketing.
What You’ll See in the Campaign History Drawer
When you click View History, a right-side drawer opens with marketing details for the contact linked to the opportunity.
Contact Header Section
At the top of the drawer, you’ll see:
Contact details
Email engagement metrics, including open rate and click-through rate (CTR)
In the top-right corner, the drawer shows the contact’s email subscription status:
Unsubscribe - if the contact is currently subscribed
Unsubscribed - if the contact has already been unsubscribed
From this same location, users can unsubscribe or re-subscribe the contact as needed.
Note: Marketing permissions are not required to manage a contact’s subscription status.
Campaign History List
Below the contact details, the drawer displays the contact’s email campaign history.
If the contact has received marketing emails, a list of campaigns appears.
If the contact has not received any marketing emails, an empty state is shown (for example, “No history found”).
When campaign history is available, each row shows:
Campaign name
Sent date and time
Only emails that were successfully sent appear in the list. Deferred, bounced, or failed emails are excluded.
If the current user has Marketing permissions, campaign names appear as clickable links to the Campaign detail page. Users without Marketing permissions will see campaign names as non-clickable text.
Accessing Campaign Details
Users with Marketing permissions can click the campaign name to open the Campaign detail page.
Users without Marketing permissions will see the campaign names as plain text.
This ensures sales users can view campaign context without accessing marketing configuration.
Unsubscribing a Contact from This View
Click the menu in the top-right corner of the drawer.
Select Unsubscribe.
Confirm the action in the popup.
Choose a suppression reason if needed.
Confirm.
The unsubscribe confirmation dialog matches the one used in the Contacts area.
💡 SmartTip:
Sales users can unsubscribe a contact immediately if the contact requests to stop receiving marketing emails, no Marketing permissions are required.
Best Practices
Review campaign engagement before contacting a lead to tailor your sales conversation.
Use unsubscribe responsibly and only when requested by the contact.
Check sent dates to avoid duplicating messaging already covered by marketing.
Troubleshooting
I don’t see the Smart Marketing box
Confirm the opportunity is linked to a contact.
If your company has an active Smart Marketing subscription, the Smart Marketing box will appear even if the contact has no campaign history. In this case, an empty state message is shown. See the campaign history list section.
I don’t see any campaigns listed
The contact may not have been included in any successfully sent campaigns.
Campaign names are not clickable
You likely do not have Marketing permissions. This is expected behavior.