The Action Group Conversions Report allows you create reports based on the emails within a specific action group. You can see the success at converting the lead for each email in an action group. This article will show how to create this report.
The following User Roles have access to use action group reports:
- Marketing Manager
Creating a Report
To create an Action Group Conversion Report, do the following:
Note: Action groups without emails will not show up in Action Group Conversions Reports. These reports show analytics for action groups that send at least one email. Notifications are also not included.
Step One: In the top toolbar of the SharpSpring application, hover over Analytics.
Step Two: In the drop-down menu that appears, select Action Group Conversions.
Step Three: In the Action Group Report page that appears, click Select an Action Group.
Step Four: In the drop-down menu that appears, type the name of the action group you want to report.
Step Five: Select the applicable report.
Step Six: Depending on what you want to the report to show, do the following:
- Set the Conversion type to either to Sale or to Qualified.
- Select any applicable filters from Send Date, List, or List Tag.
- Click Build Report.
If the action group has multiple emails, the action group will show the conversions for each email. At the bottom of the report, the results for the conversion along with the value (or expected value) will be shown.
Ready to Learn More?
- Saving and Scheduling Reports
- Viewing Email Jobs and Reports
- Reviewing Site Traffic with Traffic Source Report