SharpSpring enables you to view actionable email statistics in a variety of ways.
To navigate to the Email Jobs section in SharpSpring, simply click under the Analytics tab and select “Email Jobs.”
The Email Jobs view shows every email job that has been processed in your instance of SharpSpring. The email jobs are categorized by most recent first. It shows the name of the email, how many people it sent to, the list it sent to, and the date/time it was sent. You can also filter the email jobs by date, using the date range picker.
The List/Contacts toggle allows for you to switch between seeing Email Jobs sent to Lists and Email Jobs sent to individual leads. You can switch to see only Active/Inactive Email Jobs with the “Active/Inactive” toggle.
Clicking on an Email Job will take you into the email job summary. Here you will see a chart summarizing the results of the Email Job, with the specific statistics below.
Clicking on the options gear in the upper right hand will give you the option to View Email Report. This report will show the same information as we will see in the Email Reports tab.
Navigate to the Analytics tab, and select “Email Reports” from the drop down menu.
The Email Reports tab allows for you to create reports based on a specific email, multiple emails, email tags, or emails in a workflow.
Once you select your type of report, you will be prompted to select the email(s), email tag, or workflow. You can then add any optional filters, like send date, list, or list tag.
Once you’ve selected your details, click the “Build Report” button to the right to generate your report. When your report has finished generating, you can see the performance of your email (or group of emails) below.
The options gear in the top right allows for you to save the report for easy accessibility in the future, export the report information (CSV and PDF), or send an email to Opens, Clicks, or Unopens. If you have already saved the report, a “Delete Saved Report” option will appear.
If you click any of the send statistics, a popup will appear of the leads that meet the criteria. For example, clicking on the number of opens pops up a list of leads who opened the email.
At the bottom of the report there are graphs with job details. Included here you’ll see Recent Email Jobs, Top Clicks, Top Opens, Top Links, and Unsubscribes.
If you toggle from the Overview to Delivery tab at the top, you can filter by the options in the blue box and see individual leads.
You should now have a better idea of how to view email jobs and reports in SharpSpring.