Create powerful reports and dynamic form automation!
Welcome to the eighth Marketing Automation e-newsletter! I’m beyond excited to be this issue’s guest and show you some great features on our platform. If this is your first visit, be sure to read up on our past e-newsletters and bookmark The Hub for tips, FAQs, spotlights and more from the Marketing Automation team.
Platform Feature: Email Reports
Email Engagements
Wishing you could see everyone who’s clicked or opened an email? The Delivery tab in our report builder lets you review individual engagements with a campaign.
Comparing Emails
Strategy loves company! The builder lets you compare and cross-reference various emails in one, digestible report.
Export Manager
Take your insights from browser to boardroom with our Export Manager. Download unsubscribes as a CSV or any email report in PDF/CSV format straight to your computer.
Client Spotlight: Form Registration Automation
To effectively promote an upcoming webinar, Achieve Financial CU sought automation that would be fluid, dynamic and welcoming for its invitees. Read on to learn how we created a solution that left them loving the automation process!
Pro Tip: View Form Completions in the Contact Manager
Gathering contact input and form completions can be exciting and informative, and the platform allows you to do so at any time! By utilizing the saved search feature in our Contact Manager, you can curate search results that filter all contacts who have completed a specific form. Tailor your search to any form and any date, and watch the results build in seconds.
To learn more about the platform (including how to access and interpret reports to inform your marketing strategies), please refer to our comprehensive how-to guide.
