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

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 team 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, just 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 all of your contacts' readership data. 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.

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.

Stats are calculated and updated on a nightly basis. For a complete definition of each data point provided in this report, go to Readership Data - Definitions.

How Are These Reports 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.