What Stats Are Being Updated? An Explanation.

On my last post, I talked about how easy it is to update stats back into your Salesforce org. Let's walk through the type of statistics that are being updated back into Salesforce and where they are being updated.

Standard Objects

For all Mass Email you send when you create your list using VR's Query Tool, VR will log an activity for every Lead and Contact under the Activity History. The subject of the activity will have the following format, "VerticalResponse Mass Email: (subject line of your email)"

If the list you've mailed to was compiled from a Salesforce Campaign, the Campaign History's member status will be updated based on the response of your recipient. The possible values for the member status are: Sent, Opened, Clicked and Unsubscribed. For instance if your recipient opened your email and clicked on a link, their member status will be updated as "Clicked".

Whether you're using a Mass Email- or Campaign-based list, VR will always update the Email Opt-out field for Leads and Contacts who have unsubscribed from your email. Records with the Email Opt-out field checked will automatically be excluded from all future VR mailing list you create.

Custom Objects - VR Email History

In addition to updating standard objects, VR also provides enhanced visibility of statistics through the VR Email History objects. VR Email History will log statistics for "Sent", "Bounced", "Opened", "Clicked", "Clicked Links" and "Unsubscribed". You should be able to expose these objects within the Related List area of the Leads and Contacts page layout. This makes it easy to view any Lead or Contact, and see how they've responded to your emails. You can also click on the Email Name to see a copy of the email that was sent.

All the data found on the VR Email History objects can be further analyzed through custom reports. We've even saved a few reports for you. To access these saved reports, simply go to Reports and scroll to the VR Email History Lead and VR Email History Contact section.

Important: The reports are not specific to users. So, if you have multiple reps within your Salesforce org who send out VR emails, it's a breeze to get an aggregated report of all your VR email activity.

Feedback, comments and questions are always welcome! :)

- Chris Carpio, Product Manager

Comments

[Nomad Bakr]

I have a problem just poped up recently, VR dosen't log any activity for Leads and Contacts under the Activity History anymore!! But it still updates VR Email History & Campaign History objects.

Can you help finding a reason for that?

[Chris Carpio]

There are 4 custom Campaign History Member Statuses that can be used for VR Emails. They are "Opened", "Clicked", "Bounced" and "Unsubscribed" (and "Sent" as the default). These statuses correspond to the type of action the recipient took on your email campaign.

"Attended" and "No Show" doesn't seem specific to Email type Campaigns. Feel free to send me a message with a sample case on how your org uses either of these 2 values for your email campaigns. I would be glad to offer any suggestions I can come up.

[Erich Strebel]

Are there any plans to support custome Campaign History's member status in the future? i.e. "attended" or "no show" etc.