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Activity logs for entire account

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Anonymous
Not applicable

Activity logs for entire account

Hi

I had someone ask me today if they could pull all email based activity of all contacts from one specific account. So he basically wants if they interacted with our contact e.g. opening, clicking etc.

So I know you can grab the activity logs of single contacts but is it possible to pull a report based off the activity of all contacts under one company account? Or do i have to literally go 1 by 1 or use a smart list and tag all relevant filters (I am guessing this is the most efficient way of doing it?)?

Thanks in advance

Rich

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Josh_Hill13
Level 10 - Champion Alumni

Re: Activity logs for entire account

There are several methods.

  • EP Report - constrain with a smart list for that domain and the emails you care about. I doubt this will give the picture that requestor wants, but it will be the fastest method.
  • Smart List with Was Sent Email or Clicked or Opened with Email Address CONTAINS @company.com and a date range. It will display a list of people.
  • Activity Log - you can extract this with the Bulk API. If you have this setup already, great. If not, I don't see the value for a single firm.

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3 REPLIES 3
Anonymous
Not applicable

Re: Activity logs for entire account

Hi @Richard Liu,

You can run Email Performance Report under Analytics tab to check the email opens and clicks.

For all contact from one specific account, you will definitely need to add a filter for that particular account.

Hope it helps!

Josh_Hill13
Level 10 - Champion Alumni

Re: Activity logs for entire account

There are several methods.

  • EP Report - constrain with a smart list for that domain and the emails you care about. I doubt this will give the picture that requestor wants, but it will be the fastest method.
  • Smart List with Was Sent Email or Clicked or Opened with Email Address CONTAINS @company.com and a date range. It will display a list of people.
  • Activity Log - you can extract this with the Bulk API. If you have this setup already, great. If not, I don't see the value for a single firm.
Anonymous
Not applicable

Re: Activity logs for entire account

Thanks Josh

Yeah I ended up just pulling a smart list.

I might have to investigate setting up the Bulk API as I can see it being useful for future references.

Thanks

Rich