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Email Marketing Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Email Marketing Report

The Email Marketing Report helps you review tracked email engagement and delivery metrics for email marketing activity in LeadCenter.AI.

Use this report to review emails sent, opens, clicks, bounces, spam reports, unsubscribes, campaign performance, sender performance, subject performance, clicked URLs, and bounced-email details.

This report is reporting-only. It does not send campaigns, edit campaigns, modify messages, or change email marketing records.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Email Marketing Report .

This report updates every 15 minutes, so the latest data may not appear immediately.

Understand the Date Basis

The report is based on Email Date. Use the Email Date filter to choose the email activity period you want to review.

Filter the Report

Use the filters at the top of the report to narrow email marketing activity. The KPI cards, charts, and detail sections respond to the selected filters.

Available filters include:

  • Campaign
  • Sender
  • Subject
  • From Email
  • Lead in Sales Pipeline?
  • Category

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize tracked engagement and delivery metrics for the selected Email Date range and filters.

  • Emails: Total emails sent in the selected report view.
  • Open + Rate: Opens and open rate.
  • Click + Rate: Clicks and click rate.
  • Bounce + Rate: Bounces and bounce rate.
  • Spam + Rate: Spam reports and spam rate.
  • Unsubscribe + Rate: Unsubscribes and unsubscribe rate.

The report states that KPI rates are based on total emails sent. For example, Open Rate = Total Opens / Total Emails Sent.

Review the Email Conversion Funnel

The Email Conversion Funnel shows how email activity moves from sent emails to engagement.

The report explicitly defines the Open-to-Click percentage as Total Clicks / Total Opens.

Review Report Sections

The report includes sections for reviewing email activity over time and by campaign, user, category, subject, sender, clicked URL, and bounced-email detail.

  • # Emails Timeline
  • Email Conversion Funnel
  • # Emails by User
  • Sent Emails Stats by Campaign
  • # Emails by Category
  • Sent Emails Stats by Subject
  • Sent Emails Stats by Sender
  • Clicks Events by URL
  • List of Emails Bounced
  • List of Emails Bounced

Two bounced-email detail sections are visible with the same heading, List of Emails Bounced. Use these sections to review bounced-email details shown in the report.

Review Statistics Tables

Statistics tables group email performance by the section’s dimension, such as campaign, subject, sender, category, user, or clicked URL.

Statistics tables may include:

  • The grouping field for the section
  • Emails Send
  • Open
  • % Open
  • Click
  • % Click
  • Bounce
  • Spam
  • Unsubscribe
  • Grand total

Emails Send is the visible interface label used in the report.

Review Bounced-Email Details

Bounced-email detail can contain sensitive sender, recipient, subject, date/time, email address, and recipient-name information. Review and export this data only when appropriate for your role.

Bounced-email detail sections can expose:

  • Sender
  • Date and time
  • Subject
  • From address
  • Recipient address
  • Recipient name, when shown

Use Section Controls

Report sections may include controls labeled Sort, Drill up, Drill down, Show applied filters, and Show chart menu.

Download and Export

Select Download PDF to download the current report view as a PDF.

For CSV exports from report tables, use the table export options described in Exporting Data from Reports when those options are available.

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Need more help?

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