Hi Brooke,
There are reports we can build for each of the pieces you are looking for. Below is a description of each report and which question it would fulfill.
1&3 If you are looking at a record and wondering if they hit communication limits, I suggest just viewing their activity log. Then filter down to Email Send activity types and look for lines with Detail of "Skipped Lead already used up Daily/Weekly communication limit". Similarly you can filter and search through the results of a smart campaign as
well.
1&3 If you are looking to capture these records on a smart list, I would recommend using the following filter logic. The below assumes a limit of 3 per day and 7 per week.
2 To start this report we need to create 7 smart lists each looking for all records that have recieved the weekly email limit (10 for my example).
There are reports we can build for each of the pieces you are looking for. Below is a description of each report and which question it would fulfill.
1&3 If you are looking at a record and wondering if they hit communication limits, I suggest just viewing their activity log. Then filter down to Email Send activity types and look for lines with Detail of "Skipped Lead already used up Daily/Weekly communication limit". Similarly you can filter and search through the results of a smart campaign as
well.
1&3 If you are looking to capture these records on a smart list, I would recommend using the following filter logic. The below assumes a limit of 3 per day and 7 per week.
2 To start this report we need to create 7 smart lists each looking for all records that have recieved the weekly email limit (10 for my example).
- Smart list 1 looks at records sent 10 emails over the past 7 days
- Smart list 2 looks at records sent 10 emails over the past 6 days
- Smart list 2 looks at records sent 10 emails over the past 5 days
- etc.
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