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Track and export campaign responses

Steps to monitor response rates, view provider submissions and export campaign data in Access Provider Manager.

Written by Billy Dilks

You can track and review campaign responses directly from Campaign Manager as providers submit their forms. The campaign status updates automatically and you can export individual responses in a range of formats.


Track your campaign progress

To check the progress of a live campaign, follow these steps.

  1. In Access Provider Manager, select Campaigns in the left-hand navigation, then click Campaign Manager.

  2. Find your campaign in the list.

  3. Review the campaign status and response rate to see how many of your selected providers have replied.

📌 Note: The campaign status updates automatically — for example, from Pending to Submitted — as providers complete and submit their forms.

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Provider Manager Campaigns screenshot

View and export a response

To open and export an individual provider's response, follow these steps.

  1. Click the campaign you want to review.

  2. Select the Responses tab.

  3. Click a provider to open their completed form.

  4. To export the response, choose one of the following options:

    • Click Print to print the response.

    • Click Download CSV to download the data as a Comma-Separated Values (CSV) file.

    • Click Download PDF to download the response as a Portable Document Format (PDF) file.

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Provider Manager Campaigns screenshot

Scale up with Provider Intelligence

If you run large campaigns — for example, to 1,000 providers every month — responses also flow into Access Provider Intelligence automatically. This makes it easy to analyse trends and report across your whole market without any manual data handling.

🤓 Tip: Use recurring schedules for regular returns so campaigns send automatically and responses feed straight through to Access Provider Intelligence.

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