Exporting opens or clickthrough metrics for a campaign is simple and can be accomplished on our most commonly used reports or using the Custom Report Builder (availability varies per your license).
How-To
Export from the Mailing Overview report
- Navigate to the Analytics Dashboard and select Campaigns from the left-hand side.
- Choose the Mailing Overview report.
- Click "Select Mailings" at the top-left and choose the campaign you would like to review.
Note: Campaigns are separated by segment. If you sent a campaign to three segments, you will have three instances of the "mailing". Choose one campaign at a time to get a clickable view of your metrics; multiple campaign selected will not have clickable details. - Select your campaign by moving it from the left column to the right column using the arrows. Tip: You can also drag-and-drop.
- Click the "Go" button to generate the report.
- Click on the metric name to pull the list of recipients. (The metric name will look like a hyperlink.)
- Click on the more options icon located at the top-right of the table. (It looks like three vertical dots.)
- Choose the desired format (PDF, Excel, XML) to download the report.
Exporting through Tracking Statistics
- Navigate to the Analytics Dashboard and select Campaigns from the left-hand side.
- Choose the Tracking Statistics report.
- Using the "Viewing" section set appropriate filters for campaign type, timeframe, etc., if needed.
- Locate the listed campaign that you want to pull the information from.
- Click on the number associated with the metric you wish to view and export.
- Click on the more options icon located at the top-right of the table. (It looks like three vertical dots.) This is the same as the screenshot shown above.
- Choose the desired format (PDF, Excel, XML) to download the report.
Exporting Through Custom Report Builder - Contact Report
- Navigate to the Analytics Dashboard and select Custom Report Builder from the left-hand side.
- Click Add Custom Report. Choose Contact Report.
- Name and give your report a description. Save to a folder directory if desired.
- Open the Select Field drop-down and choose the action you want to pull the report for. (Note: You can pull Opens AND Clicks, Opened OR Clicked, etc with multiple items).
- In the Action Clause pop-up choose your Action and relevant mailings. You can also target by a certain time period or within a certain amount of days of send.
- On the Run Report drop-down, use the Choose Fields options to pull in any other relevant demographic data for your report.
- Click Run Report.
- Using the three dots at the top right of the grid you can export to Excel.
- Save the report for later use if desired!
Exporting through the Custom Report Builder - Campaigns
- Navigate to the Analytics Dashboard and select Custom Report Builder from the left-hand side.
- Click Add Custom Report. Choose Campaign Report.
- Name and give your report a description. Save to a folder directory if desired.
- Search for the campaign or campaigns by title, subject line, type or more.
- Click Run Report.
- On the Run Report drop-down, use the Choose Fields options to pull in any other relevant demographic data for your report.
- Click the linked number under the "Opens" column on the generated report.
- Using the three dots at the top-right of the grid, export to Excel, PDF, or MXL. Use the pop up to determine what additional fields you want to include in your export.
Notes
- Contact specific data is available by default for 90 days, in some cases longer depending on your license package. This means that beyond the day setting for your account, recipient activity data will be purged and no longer accessible.
- If you have questions about the features included in your license package, please email our Client Success team.
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