The Email Report keeps track of inTouch drip emails that were sent out through Insellerate. Users will be able to see an overview of the drip emails that went out for different campaigns for borrowers, partners, internal team members, and manually-entered emails.
How to View Email Reports
Select Email Report from the inSight drop-down menu.
The Email Report page opens.
Select the filters you would like to see on the report.
Click Run Report. The report may take up to one minute to open based on the length of the time period and/or the number of email messages that were sent.
The screen displaying the report data opens.
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How to View Email Detail Popups
Select any hyperlink number in the Email Report to open a detailed list of each email associated to the section.
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Click the icon in the Preview column to view the content of a specific email.
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Filters
Filter | Description |
|---|---|
Contact Type |
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Campaign | Filters by Campaign |
Date |
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Branch | Filters by Branch |
Sender |
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