The Email Report keeps track of inTouch drip emails that were sent out through Insellerate. Users can see an overview of the drip emails that went out for different campaigns for borrowers, partners, internal team members, and manually-entered emails.
This article provides information about the Email Report.
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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. (See the Email Report Filters table below.)
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. (See the Email Report Columns table below for a description of the data contained in each column.)
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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 shows when the email was last viewed.
Note: This field is only available upon request. Contact Insellerate Support to enable this feature.
