Newsletters can be great tools for nurturing your leads. When a lead clicks in your newsletters, it may indicate that he or she could be interested in talking with you or learning more about your product.
Use the “Email event log” overview/report in the powerful segmentation and analysis tool and within few steps see exactly who has clicked what in your newsletters. A few minutes more and you have also created follow-up activities for these persons.
Quickly find leads who have clicked in your newsletters
- Go to Utilities > Overviews/Reports, click “Create” and choose the overview/report for data type “Email event log”. This allows you to filter and display data from the email event log, the person and the organisation.
Give the overview/report a name. Save.
- In below example, we’ve setup the data filter with the following data fields, operators, and match values:
- “Organisation type” = e.g. “lead”.
You can choose to tick off the “Prompt user”. This allows you to change the values when running the overview/report. This is useful if you want to use the same overview/report for different types of customers and/or leads. If filtering on an organisation type is irrelevant, simply delete this in the filter.
- “Email event log: Tracking/Campaign” contains (enter unique word string from your newsletter’s email subject separated by underscore) e.g. “email_possibilities”.
You can choose to tick off the “Prompt user”. This allows you to change the values when running the overview/report. This is useful if you want to use the same overview/report for different newsletters. If filtering on an exact newsletter is irrelevant, simply delete this in the filter.
- “Email event log: Type” = “Click”. This means they have clicked on a link (any link) in your newsletter.
- “Email event log: Related to” <> Contains “unsubscribe”. This means they have NOT clicked on your “unsubscribe” link (NB: write the exact phrase you use for your unsubscribe link)
This is what it looks like:
You can also choose to add e.g. a period such as last month or last week. Use “Email event log: Updated” for this.
If there are more distinct links in your newsletter, which you want to track, simply add another filter: “Email event log: Related to contains” – and then the name of the specific link.
Don’t forget to setup your “Display data” as well with e.g. organisation name, organisation type, person’s full name, email event log: Tracking/campaign (shows which newsletter) and email event log: Related to (shows which links).
Easily create follow-up activities for leads who have clicked in your newsletters
You have run your overview/report. Now all you need to do is:
- Click “Create activities” in the top of your overview/report search results:
- Fill in action, description, start date and user. NB: In “Responsible”, you can choose to “distribute for more users” which gives you the option to allocate the follow-up to several people in your team. See below.
Click “Continue” to see the number of activities per user per day, and if okay click “Create activities”. If not, go “Back” and correct before you continue creating activities.
You can read more about segmentation and analysis right here on our website.