How can I pull a report that shows all click through activity including the individual that clicked on a link within one campaign instead of having to click into each individual email dashboard?
Screenshot:
How can I pull a report that shows all click through activity including the individual that clicked on a link within one campaign instead of having to click into each individual email dashboard?
Screenshot:
Hi Katelyn,
In addition to Morgan's suggestions, you can also create a custom report that filters on the specific campaigns within your nurture. The below screenshot shows an example of the filters. Make sure you select viewAccountContactCampaign as your report view. You'll also want to update the Campaign IDs to reflect the IDs of the emails in your nurture campaign.
Thanks!
Jana
Director, Customer Enablement | SugarCRM
Hello Jenna, I tried to create a custom report based on your instructions but received an error message. See screenshot below.
Hello Jenna, I tried to create a custom report based on your instructions but received an error message. See screenshot below.
Hi Katelyn,
Did you add any columns to the report? The Columns are the data you want to see in the report when you view it (First Name, Last Name, etc.). Sometimes that message can appear if you try to save before adding any columns.
Thanks,
Jana
Director, Customer Enablement | SugarCRM