Report on Email Open/Clicks by Sales Rep

[Anonymous]

Each of my sales representatives has sales insight set up via outlook and are using it to monitor the open and click rates of their prospects.

The sales team finds it tedious to look at each lead's record to see if they have clicked/opened an email. They would like 1 report which highlights, which prospects have actually engaged with their emails.

I am looking for 1 report I can create, that will allow me to see by account or prospect name - who has click and/or opened an email sent using the Tracking functionality.

Is this possible?

[John_Clark1 · Accepted solution]

Hi Kelly,

What I would recommend is using a Smart List subscription.  Basically, you would create a smart list with filters like "Opened Sales Email" > In Past Week, and Lead Owner Last Name is > (Owner Name).  Then you can subscribe each of your salespeople to their own list.

Does that make sense?

John

[Anonymous]

Thank you John - where would I set up this smart list? Under our marketing activities or under analytics?  Should the smart list be building on an existing report?

[John_Clark1]

I would recommend setting them up in the Lead Database as stand alone smart lists.  These would not have any connection to any of the Analytics reports.

John

[Anonymous]

Thank you so much! This is what I was looking for.