The Email Reports tool provides a detailed, in-depth overview of who receives, opens, clicks, or reports your sent emails. This tool is essential in understanding the reach and impact of your sent emails, so you can go back and see what is effective. This article will detail the data points and features of the Email Reports tool.
Article Contents
- Building a Report: Email Report
- Building a Report: Emails with the Tag
- Building a Report: Emails in an Action Group
- Optional Filter: Filter by Send Date
- Optional Filter: Filter by List
- Optional Filter: Filter by List Tag
- Reviewing Email Reports
- The Overview Tab: Saving the Report
- The Overview Tab: Exporting Reports
- The Overview Tab: Sending Emails
- The Overview Tab: Scheduling Reports
- Deleting a Saved Report
- The Delivery Tab: Viewing Contact Groups
- The Delivery Tab: Exporting Contact Groups
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Building a Report: Email Report
You can build a report from a number of different categories.
To access the Email Reports tool and build a report from the Email Report category, do the following:
- Click Analytics in the left toolbar.
- Click Email Reports.
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- Click Select a Report. Select Email Report in the drop-down menu that appears.
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- Click Select Email(s). Click the checkboxes next to the desired email(s) that you want in the report in the drop-down menu that appears.
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- Optionally, add filters.
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- Click Build Report.
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Note: If you make any errors in entering your report parameters, click the X button next to Build Report. At this time, clicks do not show on email reports for Smart Mails.
Building a Report: Emails with the Tag
You can build a report from a number of different categories.
To access the Email Reports tool and build a report from the Emails with the Tag category, do the following:
- Click Analytics in the left toolbar.
- Click Email Reports.
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- Click Select a Report. Select Emails with the tag in the drop-down menu that appears.
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- Click Select an Email Tag. Enter the desired tag in the search box of the drop-down menu that appears.
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- Optionally, add filters.
- Click Build Report.
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The box will populate with only tags that have been saved to emails. You cannot enter into the box tags that have not been saved to emails.
Note: If you make any errors in entering your report parameters, click the X button next to Build Report.
Building a Report: Emails in an Action Group
You can build a report from a number of different categories.
To access the Email Reports tool and build a report from the Emails in an Action Group category, do the following:
- Click Analytics in the left toolbar.
- Click Email Reports.
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- Click Select a Report. Select Emails in an action group in the drop-down menu that appears.
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- Click Select an Action Group. Enter the desired action group in the search box of the drop-down menu that appears.
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- Optionally, add filters.
- Click Build Report.
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The box will populate with only action groups that have been created. You cannot enter into the box action groups that do not exist.
Note: If you make any errors in entering your report parameters, click the X button next to Build Report.
Optional Filter: Filter by Send Date
When building a report, you can further refine the presented data.
To add Send Date filters to an email report, begin building an email report and do the following:
- Click + Add Filter.
- Select Filter by Send Date in the drop-down menu that appears.
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- Click the arrow in the date range box that appears.
- Enter the desired dates in the date boxes.
- Click Select Range.
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Note: The Date Ranges menu has several pre-populated date ranges. Selecting one of the pre-populated ranges will automatically enter a relevant date range.
Optional Filter: Filter by List
When building a report, you can further refine the presented data.
To add List filters to an email report, begin building an email report and do the following:
- Click + Add Filter.
- Select Filter by List in the drop-down menu that appears.
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- Click the checkboxes next to the desired lists in the drop-down menu that appears. Click outside the drop-down menu to confirm your selection.
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When creating lists, be aware that building lists based on Site or Email Actions may have the list contain fewer members than the corresponding email report due to users with cookies or Javascript disabled.
Note: You can type in a list keyword in the search box to find an appropriate lists.
Optional Filter: Filter by List Tag
When building a report, you can further refine the presented data.
To add List tag filters to an email report, begin building an email report and do the following:
- Click + Add Filter.
- Select Filter by List Tag in the drop-down menu that appears.
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- Click the checkboxes next to the desired list tags in the drop-down menu that appears. Click outside the drop-down menu to confirm your selection.
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Note: You can type in keywords in the search box to find an appropriate list.
Reviewing Email Reports
The email report will populate with various metrics across multiple sections.
Email Statistics
The report will display several statistics regarding the email:
Statistic | Description | |
Delivered Emails |
This section lists all emails that were delivered to contacts. This |
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Unique |
This is the number of emails that were opened by unique contacts. |
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Unique |
This is the number of emails that were clicked through by |
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Total |
This is the number of emails that were clicked through by contacts. At this time, clicks do not show on email reports for Smart Mails. |
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Unsubscribes |
This is the number of emails that were unsubscribed from. | |
Spam |
This is the number of emails that were reported as spam mails. |
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Hard |
This is the number of emails that were rejected by the recipient |
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Soft |
This is the number of emails that were rejected by the recipient |
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Messages |
This is the total number of messages sent to contacts and does |
Recent Email Jobs
This section details when the email was last sent, and who the email was sent to. The section has clickable links to the previous few instances of when the email was sent. The section also provides a graph on delivery rates.
Top Clicks
This section provides information on the contacts who most clicked through the email. The section has clickable links to applicable contacts. The section also provides a graph on engagement rates, denoting the instances of opened emails, unopened emails, clicks, and unsubscribes.
Top Domains
Domains are the email addresses that the email was sent to. This section breaks down the domains of the recipients, and it shows how many recipients share the same domain. The section provides a graph on the top five domains our recipients use.
Top Links
This section provides information on the number of clicked links in the email. If there are multiple links in the email, then the links will be listed in this section in order of most clicked to least clicked. The section also provides a graph on how many times different links were clicked. The top links in this breakdown are non-unique clicks across all emails in the report.
Unsubscribe Survey Results
This section provides the survey results from unsubscribed emails. The section provides a graph on the occurrences of the results.
The Overview Tab: Saving the Report
The Overview tab contains information at-a-glance. You may want to save the report for any number of purposes, such as archiving email campaigns. Lead Gen & CRM provides you the ability to save an unlimited number of email reports to your account.
To save email reports to your account, do the following:
- Click Save Report.
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- Enter a title for the report in the modal window that appears.
- Click Save.
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The Overview Tab: Exporting Reports
The Overview tab contains information at-a-glance.
To export the information contained in the overall email report as a .PDF or .CSV file, or to export individual parts of the report as a .CSV file, do the following:
- Click
Settings > Export.
- Select your desired export parameter in the drop-down menu that appears. Save the exported file.
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Saved .CSV files will download to your Internet browser's default download folder. Refer to your browser's help documentation for more information on how to access downloaded files.
Note: Different .PDF reader programs have different saving functions. Refer to your .PDF reader's help documentation for more information on how to save files.
The Overview Tab: Sending Emails
You can send emails to specific contacts.
To send emails, do the following:
- Click
Settings > Send Email.
- Select the category of contacts to send the email to in the drop-down menu that appears.
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- Select the desired date in the Time/Date section in the modal window that appears.
- Optionally, click the checkbox to send the email to everyone on the list—even those who have already received the email.
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- Select the email to send in the Email section.
- Click the Schedule Email button. Click OK in the window that appears.
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Note: You can type in keywords in the search box to find an appropriate email.
The Overview Tab: Scheduling Reports
Refer to Saving and Scheduling Reports for information on scheduling a report.
Deleting a Saved Report
Click Settings > Delete Saved Report to delete a saved report.
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Important: This process is irreversible.
The Delivery Tab: Viewing Contact Groups
The Delivery tab provides details on the contacts who were sent the email. These contacts are sorted into the same groups as they are in the Overview section.
To view the individual contact groups, do the following:
- Click the Unsubscribes button.
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- Click the desired contact group in the drop-down menu that appears.
The selected contact group will appear. The email report provides information on the following:
- Individual recipients
- Time since recipients were last engaged
- Time since recipients were last sent an email
- Time since recipients last had an email delivered
Note: The Unsubscribes button is set to Unsubscribes by default.
The Delivery Tab: Exporting Contact Groups
The Delivery tab provides details on the contacts who were sent the email. These contacts are sorted into the same groups as they are in the Overview section.
To export the individual contact group information, click the Export button.
The exported information will appear in the Export Manager section of the Contact Manager.