Simplify Blast Open Reporting Accessibility
R
Ron Osoria
To make it convenient for the sales teams to click on a customer who opened an email blast they received and/or one of the many links contained therein, we need "Open Reporting" essentially where our Marketing Consultant or one of the Sales Managers accesses that data when clicking on OPENS in the Email Blast portal and is able to see the list of customers in a snapshot view under OPENED and CLICKED such that data columns like Customer Name, Customer Email Address, Customer Phone Number, Number of Times the Blast was opened and which Links were clicked on are visible. After that, we need to be able to either download the list accordingly, or start at the top or bottom and run down or up with our mouse to capture, then copy/paste those columns of data to a Word Doc to pass that information to the sales teams respectively. This essentially gives the sales teams a timely and applicable Work Plan to make contact with the customers on that list to move the sale along.
Shelby Parker
Hello Ron Osoria! I have a few more questions for you:
- Can you provide more details on how you envision the 'snapshot view' of the OPENED and CLICKED data?
- What specific information do you want to see in the 'snapshot view' besides Customer Name, Email Address, Phone Number, Number of Times the Blast was opened and which Links were clicked on?
- What format would you prefer for the downloaded list of data?
R
Ron Osoria
Shelby Parker If it's ok with you, I'll produce a snapshot of what I need, what the client has used in the past with a different CRM and I'll send it to you in a few minutes.
R
Ron Osoria
The 1st report, "Blast Tracking By Document" is a high level report on what was sent and how it performed. I can scroll all the way to the bottom to copy/paste the entire report. Each of the fields is clickable to produce 2 additional reports that are helpful to the sales teams. The 2nd report is "Total Opens" which provides a count of how many times the blast was opened and by whom (also copy/pasteable). The 3rd report is "Unique Clicks" and this deep dives what links were clicked on, by whom and how many times. Very valuable, quick access data for the sales team (also copy/pasteable)! And, if I click on the email address of the recipient of any of our blasts from the Total Opens and Unique Clicks reports, my email client launches automatically to be able email that contact, the recipient accordingly.