Scheduling Reports Webinar Recording

Scheduling Reports Webinar Recording

Related: Report Scheduling Reincarnated

PBE Eblast Analytics

Who is Opening Your Email Blasts?

See who is or isn’t receiving your Eblasts, opening your messages, or clicking on the links inside.

Click to learn more…

 

Keep an Eye on Your Unsubscribers & Re-Engage Them

After you send a bulk email, see who unsubscribes and possibly reengage with them.

Click to learn more…

Who is Opening Your Email Blasts?

Showroom Exchange allows you to view the statistics of your sent personalized bulk emails (PBE), such as open-rate, click-through rate, and bounced emails.

From the Customer tab, click “PBE sent items” to show a list of all of your showroom’s most recent e-blasts.

Click on the pie chart to see the statistics of the respective e-blast.

 

After clicking on the pie chart, you can view a break down of how your recipients have engaged with your message. It is best to view the chart 24 to 48 hours after sending, as recipients rarely open e-blasts immediately.

Out of the total messages sent, you can see how many were delivered and how many bounced. Delivery does not suggest the recipient has viewed the e-blast.

The next section breaks down the bounced emails, showing why the messages did not reach the recipients.

Open Statistics shows how many recipients opened the email and how many clicked on embedded links (if any).

By clicking on the number next to a statistic, you can view the associated email addresses. In the example below, clicking on the 3 next to “Recipients Opened” shows the three addresses that opened this email.

sent pbe3

Essential Features for Report Results

When reviewing report results, there are several useful features that make your day-to-day more efficient and increase your business.
NOTE:
Showroom owners/managers may restrict their reps ability to Save and/or Print the report result.

Once a report is generated, there are many ways you can work with the result:

1) Clicking the printer icon allows you to print the report.

2) Clicking the floppy disk icon saves/exports the report. In the drop down menu next to the icon, you can select the file type the file will save as. Most commons formats are PDF and CSV (for Excel).

3) You can send a Personalized Bulk Email to all of the contacts within the report. You can also export a list of all email address within the report that you can use to create a bulk email.

4) You can email the report itself.

5) You can create a note under all of the customers within the report.

report features

 

 

 

Saved Searches

If you have a repeated report that you often use the same criteria, save time by saving the report criteria so you don’t have to reenter the filters every time.

1) Click “Save Report Criteria” near the top of the page.

2) Click “add current search” once the criteria you wish to save has been entered.

3) Enter a name you would like to save the search as. Click the green check mark.

4) Click “saved searches” for a list of your searches to appear. Delete your saved searches by clicking “remove all searches”

saved search reports

Personalized Bulk Email, the Basics

Why Send a Test Before Releasing the Final e-Blast?

Send a test to make sure your email blast looks fine before sending it out to ALL of your recipients. You can ONLY send the blast when at least one test has been sent.
Check out this other post to learn more…

 

Manage Your Personalized Bulk Email Templates

Save time creating future email blasts by saving your current one as a Template.
Check out this other post to learn more…

 

3 Different Methods for Inserting Pictures

Make your email eye catching and well designed by embedding an image.
Check out this other post to learn more…

Eliminate “a_service_of@showroomexchange.com” from e-blasts

If you’re not using a free web-based email service provider,* such as hotmail.com, outlook.com, gmail.com etc. (aol & yahoo are exceptions) i.e.; if you’re using your own domain similar to anyname.com, your_company_name.com or your_showroom_name.com, you can avoid sending e-blasts that say…

FROM: your_name@your_company_name.com (sent on behalf of a_service_of@showroomexchange.com)

and with a couple of steps, your e-blast recipients will see your YOUR address in the FROM field, without any mention of “a_service_of@showroomexchange.com”:

FROM: your_name@your_company_name.com

.

2 STEPS:

** The following instructions are technical. The person who maintains your registrar should be familiar with them. Alternatively, you can contact the registrar’s technical support team. **

STEP I:
Ask the person who maintains your domain name records to add the contents in the parenthesis #A to your zone file’s SPF record:

#A (include:mta.showroomexchange.com)
NOTE: (~all) is recommended instead of (-all)

If an SPF record does not already exist, one must be created.

If you’re not sure who your registrar is, visit www.godaddy.com/whois to look-up your domain name and look for the line identified with “Registrar“.

 

STEP II:

When the change is completed on your end, email help@readytoview.com. We will use the following tools/web-links to verify the same:

http://mxtoolbox.com/spf.aspx
http://www.kitterman.com/spf/validate.html

Once verified, we’ll flip a switch on our end and ask you to logout/login once.
With your next login your e-blasts will originate from your company email address.

 

* related:

https://blog.showroomexchange.com/dmark-policy/

http://en.wikipedia.org/wiki/Sender_Policy_Framework

Manage Your Personalized Bulk Email Templates

If you reuse the same content or design of a personalized-bulk-email (PBE) often, you can save it as a template.

Use the ‘Save’ option to recall your PBE for future campaigns.

To save your PBE for future reference, click the “Templates” button (as shown) after you have composed it. Choose “save as template” and enter a unique description (e.g.; Coterie Invitation) Next, click “submit” to save it.

 

pbe templates1

 

To retrieve a template you have saved, click “templates” and select “choose an existing template” as shown. From the next drop-down select the template you wish to re-use. Click “submit”. The content of the template will appear shortly thereafter.

pbe templates2

pbe templates 3

 

To delete a saved template, click “templates,” choose option “delete an existing template,” choose the template you wish to delete, and click “submit.”

pbe templates 4

pbe templates 3

Test Option for Personalized Bulk Emails

You may now test your PBE by sending it to any address. Initially your own address will be populated, but you can edit it by clicking on the email. To edit the test address, click on the email address and then click save icon once the other address has been entered.

Testing your PBE is important because this way you make sure everything looks the way it should before you send it out to mass amounts of people

Test option for Personalized Bulk Emails

Personalized Bulk Email Tracking

Showroom Exchange now allows you to track the deliverability of your personalized bulk emails. Check to see if your recipients opened your email campaign and view the click through rate for embedded links that they may have clicked.

Once your campaign is submitted it takes 1-2 hours from the time the recipient opens or clicks on the link for the stats to be populated. For this reason it is best to check campaign stats starting at least 4 hours after submission. Consider checking the stats for the same campaign at different times to track progress.

To track your email campaign, hover your mouse over “Customers” and click on “PBE sent items.”

PBE Sent Items

 

 

Click on the stats icon (pie graph) for your email campaign stats.

PBE Pie Chart Icon

 

 

Notice the “Overview”, “Open Stats” and “Link/Click stats” tabs (see screenshot below). The “Overview” tab covers the delivered and bounced rate of your email as well as general open and click statistics.

You can click on the number of Recipients Opened/Click to get more details on who specifically opened and displayed images or clicked on your links.

pbe.stats1

 

 

From the “Open Stats” tab you’ll be able to see your open statistics in more detail. You will be able to see unique v. total opens (definitions are on this tab).

pbe.stats2

 

 

On the “Click Stats” tab, you can see you click stats in more detail. Not only can you see unique v. total clicks, but you can see a unique/total click break down for each of the links within your email.

pbe.stats3

 

 

Click on the number to see who exactly clicked on the link.

pbe.stats4

 

IMPORTANT: Please understand that the open rate is not a 100% accurate measure. The “open” % rate is available only if the recipients email is capable of displaying html with images, and the “View Images” option is turned on when they view your email. If the recipient opens the email but does not allow displaying of images; stats cannot be logged. Link tracking is logged when the recipient clicks on any of your embedded links.

 

Definitions:
Subject: the subject for your PBE.
Sent: date and time sent.
PBE content: a copy of your sent PBE.
Total customer: the customers you chose to send to.
Total custom recipients: emails that you manually entered (not an existing customer record).
Total sent: count/percentage of total emails sent.
Delivered: count/percentage of emails delivered.
Bounced: count/percentage of emails bounced due to the following reasons below.
Bad address: count/percentage of recipients with incorrect email addresses.
Temporary error: count/percentage of recipients who may or may not receive your PBE. This condition applies to recipients whose mail servers remain (at the time of viewing the stats) unresponsive. No later than 5 days from the time the PBE was sent, these values should become bad address, spam complaint, other errors or delivered messages.
Spam complaint: count/percentage of recipients who marked your PBE as spam. This is most commonly done with the respective email program’s “this is spam”, “mark as spam” or “block all emails from this user”, etc.
Other: percentage of customers who did not receive your PBE that is not classified in the reasons above.