The Email Report keeps track of inTouch drip emails that were sent out through Insellerate. Users will be able to can see an overview of the drip emails that went out for different campaigns for borrowers, partners, internal team members, and manually-entered emails.
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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.
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 |
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Contact Type |
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Campaign | Filters by Campaign |
Date |
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Branch | Filters by Branch |
Sender |
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Column Name | Description |
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Campaign | |
Email Template | |
Sent Count | Number of emails that have been sent out |
Processed | Number of emails that have been processed by email service provider |
Delivered | Number of emails that have been accepted at the receiving server |
Open | Number of emails that have been opened/viewed by the recipient |
Click | Number of recipients who clicked a link or performed some kind of email engagement within the email |
Unsubscribe | Number of recipients who unsubscribes from mailings |
Deferred: |
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Dropped |
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Bounce |
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Spam Report | Number of emails that were reportedly to have spam complaints |
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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.
Click the icon in the Preview column to view the content of a specific email.
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How to View an Email’s Activity
You can view when the last time was that a client opened a specific email via the Last Date Email Opened field of the Script Summary for an email within a lead.
From the Email Details - Open window, click the lead containing the email whose activity you would like to view.
The inFlow page opens. Click Script Summary.
The Last Date Email Opened field will show when the email was last viewed.
