Emails and Contacts

Users can view readership data (opens/clicks, etc.) over time on a per-email or per-contact basis. You can access this data from the Emails and Contacts tabs in the top header.

• Emails
• Contacts
• Removing Inactive Contacts

Emails

Clicking Emails in the top header will display every email you've ever sent in descending order (you can change to  ascending by clicking the Published column header), along with their corresponding readership data. You can filter the results further (by Author or Email Subject) with entering appropriate keywords in the search window.

Clicking into an email on this page will take you to its corresponding Email Insights page. You can also export a csv file of this data by clicking the Export button in the top-right corner.

If you are a Manager, you can also view email readership data for all members of your team. Select the appropriate team data from the dropdown in the top-right corner, below the Export button.

NOTE: To access team data, your account must be set up accordingly. To activate, please contact your Account Executive.

Contacts

Clicking Contacts in the top header will display your contacts' recent readership data (by default, the total readership is shown for the past 30 days). You can filter the results further by entering appropriate keywords in the search window (contact name, email or company) and/or selecting a list and date range from the drop-downs in the top-right corner.

For a complete definition of each data point provided in this report, go to Readership Data - Definitions.

Clicking into a contact on this page will take you to its corresponding Contact Insights page. You can also export a csv file of this data by clicking the Export button in the top-right corner.

NOTE: If you select a specific list from the dropdown, the corresponding data that displays will cover ALL email that you've sent to the contacts on that list, not just the emails you've sent to the list itself. Meaning, if you've sent email to those contacts via other lists or tracked email during the selected timeframe, the readership data from those emails will be included.

How Is This Data Useful?

• This data helps users understand who their most/least engaged clients are so they can determine where to focus their efforts. They can follow up with the least engaged users to determine how they may serve them better, or clean them off of their lists.
• When visiting a client, they want to understand who is engaged and who isn’t so that they can have a more targeted conversation about the services they provide.
• Users can also share this data with their manager to keep them updated on how their clients are doing or with colleagues to educate them about the clients that they both cover.

Removing Inactive Contacts

Clicking the Inactive Contacts tab will display all of the contacts that have recently bounced back email (click here for more details on Bounces). Those contacts should be removed from your lists. You can do so right from this page by completing the following steps:

1. Highlight all of the contacts under this tab by checking the box in the top-left corner of the table.
2. Click Remove from lists.