As you may or may not have already seen, VerticalResponse released a major update to our reporting dashboard. This update does not change our approach to pushing data back into Salesforce. You still click the Update Statistics button found under VR Email or VR Statistics to push email statistics back to your Salesforce Reports tab and to your Lead & Contact records.
But what this update does do is bring some welcome updates to the functionality and usability of the reporting found within our own application. Plus it's prettier than the old dashboard, and there's certainly nothing wrong with looking good. Let’s take a look at the improvements.
New Campaign Dashboard
Lists Ranked by Performance - If you send your email out to more than one list, we’ll rank each list according to how it performed. You can also see the response statistics for each individual list - this data was not previously tracked.
Links Ranked by Performance - Though we’ve always tracked the number of clicks each link in your email receives, we did not previously display the links in the order of how they performed. Now we rank them, with the top performing links appearing at the top.
Recent Email Comparisons - The dashboard displays a series of graphs comparing the performance of this email to your four other most recent messages.
Export Data - You can print the dashboard (using the provided Print link) and export it to both a PDF and Spreadsheet (CSV) file. This is a nice way to share this data with people who are not using VerticalResponse.
Detailed Reports
We also provide access to more detailed reports that show what’s driving the data you see on the dashboard itself. These reports can be accessed by clicking the appropriate link under most sections of the dashboard or by simply clicking the reports link at the top of the dashboard.
Click-Through Performance – View the total number of clicks and click-through percentage for all links within your email. This data can be filtered to display clicks from just the HTML version of your message, just the text version, or both, and can show total clicks vs. unique clicks.
Lists Mailed - Much like the dashboard itself, this section ranks all the lists to which you sent your email by performance. The difference being that the dashboard only shows up to five lists while this section displays them all.
Compare Campaigns – Select any of your previously sent emails (up to 5) and evaluate their performance in, well, comparison to each other. You can select to view this data over time (i.e. first 24 hours) or view the summary totals for Opens, Clicks, Bounces and Unsubscribes.
In addition, each email you send out is archived and you can copy it to use as a template for a new email by clicking the copy link found on the left hand side of the main dashboard page. Sent emails have always been archived and copyable, but a lot of folks don’t realize this so I thought it was worth a mention. When you copy an email, you can find it by going to VR Email > Quickstart Menu > View Drafts.
Check out the two videos below to see the new reporting in action:
Dashboard
Detailed Reports
Have any thoughts or questions about the new reporting? Let us know in the comments!
Richard Huffaker, Education & Training Manager
Hi William,
Filtering by response date isn't available in the reporting dashboard, but I agree that it would make a very nice addition. You can get a degree of access to this data, though, by customizing the reports we make available within the VR Email History Lead and Email History Contact custom folders found under the Salesforce Reports tab.
Posted by: Richard Huffaker | April 08, 2009 at 02:25 PM
Fantastic enhancement! It would be nice to be able to filter by response date, to compare one week's or month's responses to those of other periods. Maybe I'm overlooking something that's already available?
Posted by: William Matson | April 07, 2009 at 02:20 PM
Very cool additions to the reporting app -- I'm really digging them!
Posted by: Jill | February 10, 2009 at 08:11 AM