Scheduling up-to-date campaign reports to be emailed out

Summary

If you want to keep key colleagues in the loop about how your campaigns are performing, then you can schedule up to five email addresses to automatically receive up-to-date reports on either a daily or weekly basis.

Scheduling emailed campaign reports 

To schedule these emails, select Reporting > Campaign reports from the navigation menu.

You'll be taken to the main campaign reporting screen, which lists all sent campaigns for the last 30 days (this time period is a default setting and can be changed by clicking on the box next to 'You are viewing:').

Open a campaign's report by clicking on a campaign's name. Click on the Manage email updates option, which is located to the right of the report's header, above the 'Conversion funnel' graphic.   

When clicked, the 'Email updates' window opens.

Enter up to five email addresses of colleagues that you'd like the campaign summary report to be sent to. Specify whether the report is to be sent daily or weekly and use the dropdown to select the relevant campaign date range (up to a maximum of the last month).

Finally, specify the time of day the report is to be emailed and check the Enabled box, before clicking Save.

Your campaign summary reports will now be emailed as scheduled to the email addresses you've stipulated.

You can remove, edit and add email addresses at any time.

To stop sending report updates, uncheck the Enabled box.

Have more questions? Submit a request

Comments

Powered by Zendesk