2 years ago
Easy oversight of your CRM emails
Keeping track of emails sent from your company can be a big task. Use the Emails report in Mercury Nexus to view all emails sent from your staff without the need to be cc’d on every email.
An email report will show you:
- Who created and sent the email
- Who the email was sent from
- The email address the email was sent to
- Subject line
- Date the email was created
- Date the email was sent (If there is no date here, the email was not sent, and it is likely there is a problem with the email address).
- Whether the email was opened
- Who unsubscribed from the email
- If an email has bounced. It means there are issues with the client's email which they need to resolve at their end (for example, their inbox is full).
How do I generate an email report?
- Navigate to your CRM, and select Reports from the left hand menu
- Navigate to Database Activity in the top menu
- Select Emails
- From here, you can choose to customise the report either by user or date
- The report will automtically generate based on the filters you select. Highlighting an entry will bring up a preview of the email.
- Right click on the table to Export that data into excel.
You can learn more about reporting here via the Connective Wiki.