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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. (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.
Filters
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Filter
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(See the Email Report Columns table below for a description of the data contained in each column.)
Email Report Filters
Users select options from the following filters when running an Email Report.
Filter | Description | |
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Campaign | Filters by Campaign | |
Contact Type |
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Campaign | Filters by Campaign | |
Date |
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Branch | Filters by Branch | |
Sender | Specifies the user who sent the email Team/Agent |
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Email Report Columns
The Email Report contains the following columns.
Column Name | Description |
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Campaign | Campaign - inTouch campaign name |
Contact Type | Contact type of inTouch email (borrower or partner) |
Path Name | inTouch path name |
Task Name | inTouch task template name |
Action Name | inTouch action template name |
Email Template Name | inTouch email template name |
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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Select any hyperlink number in the Email Report to open a detailed list of each email associated to the section. In this example, the email details for the Open column are displayed.
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
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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 when the email was last viewed.