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  1. Select Email Report from the inSight drop-down menu.

  2. The Email Report page opens.

  3. Select the filters you would like to see on the report. (See the Email Report Filters table below.)

  4. 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.

  5. The screen displaying the report data opens. (See the Email Report Columns table below for a description of the data contained in each column.)

Info

The exported Email Report includes a link to a web version of the email sent.

Email Report Filters

Users select options from the following filters when running an Email Report.

Filter

Description

Campaign

Filters by Campaign

Contact Type

  • Filters by the type of contact selected for the email

  • May be borrowers, internal team, manual entries, or partners

    • Borrower: Primary and co-borrower associated to an application

    • Internal Team: Team members with an Insellerate account

    • Manual Entries: Email addresses manually entered within the inTouch template

    • Partners: External contacts associated to an application (real estate agents/referral partners)

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

Filters by Branch

Team/Agent

  • Filters by team or agent

  • Always defaults to All when first opened

Email Report Columns

The Email Report contains the following columns.

Info

Data from inTouch engagements and the Content Library emails sent will be displayed in the Email Reports.

Column Name

Description

Campaign

Campaign - inTouch campaign name

Contact Type

Contact type of inTouch email (borrower or partner)

Path Name

Path names

Task Name

Task template name

Action Name

Action template name

Email Template Name

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

  • Number of emails that cannot immediately be delivered but have not been completely rejected

  • Can send up to 72 hours later

Dropped

  • Number of emails that will not be sent to recipient

  • Often caused if there is a spam contest or if recipient unsubscribed previously

Bounce

  • Number of emails that the server cannot or will not deliver to a recipient

  • Often caused by outdated or incorrectly entered email addresses

Spam Report

Number of emails that were reportedly to have spam complaints

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How to View Email Detail Popups

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