Description
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.
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Select Email Report from the inSight drop-down dropdown menu.
The Email Report page opens.
Select the filters you would like to see on the report. (See the Email Report Filterstable 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 Columnstable below for a description of the data contained in each column.)
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The exported Email Report includes a link to a web version of the email sent. |
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Filter | Description |
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Campaign | Filters by Campaigncampaign |
Contact Type |
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Date |
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Branch | Filters by Branchbranch |
Team/Agent |
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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 application opens in the Record Details Panel of inFlow.
Open the Contact Form and scroll to the bottom of the Script Summary.
The Last Date Email Opened field shows when the email was last viewed.
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Note: This field is only available upon request. Contact Insellerate Support to enable this feature. |
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How to See if an Application Has Been Unsubscribed from Emails
In the inFlow Application Panel, a read-only field is available to show You can check to see if a user has unsubscribed from emails.
From the Email Details - Open window, click the lead containing the email whose activity you would like to view.
The application opens in the Record Details Panel of inFlow.
Open the sections in the Application Panel and look for the Is Emailed Unsubscribed? checkbox.
If it the Contact Form and scroll to the bottom of the Script Summary. If the Is Email Unsubscribed? box is checked, the applicant has unsubscribed from emails.
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Organizations can configure the sections in the Application Panel. Look in all sections for the checkbox. If you do not see the field, open a Customer Support Ticket to add it to a sectionNote: This field is only available upon request. Contact Insellerate Support to enable this feature. |