This article is only applicable to users with access to the full Marketing module of Spotler CRM
The actions described in this article can only be performed if you have other marketing systems connected to your CRM. If you do not have access to this module, the steps in this article may not be relevant for you.
Once your Simple Marketing campaign has been sent, you can open it to view the email statistics and see how your campaign performed by clicking on the Campaign Name in the Campaigns summary table.
Your Campaign Stats includes a bar chart displaying a summary of the email opens and clickthroughs over time.
The Campaign Delivery Stats gives a summary table of the number of contacts mailed and the recipients’ activity rates. Below this, in the Campaign Members list you will see how each individual contact responded and the volume of clickthroughs on your links. You can click on the link for a list of who clicked.
Your Campaign Stats will show the “unique” opens and clickthhroughs, i.e. the number of unique contacts with that status, as well as the “total” opens and cickthroughs, indicating where a contact has opened or clicked multiple times. Each of these figures is a sub-set of the one listed above.
This data is also saved back to your CRM Accounts providing valuable insights for your sales people and other users.
Member Status
The Campaign Member Status indicates what stage a contacts is at in the Campaign. For example, ‘Queued’ means they are in the mailer queue waiting for the for the email to be sent. Once the email has been sent the Member Status will change to show if the email was successfully delivered or not, and if the contact opened the message and engaged with your content, e.g. clicked on a link.
The table below shows a list of the Member Status terms used, their definition, and how they are counted in the Campaign Statistics:
| Member Status | Definition | Campaign Statistics |
|---|---|---|
| Selected | The Contact has been selected (as a Member of a Campaign) to send an email campaign to | Total number of Contacts Selected |
| Queued | The email to the Contact is waiting in the Mailer queue | Total number of Contacts Queued |
| Duplicate | The email address is a duplicate of another in the selected Contacts and has therefore not been sent. The message will have been sent using the alternative record | Total number of Duplicate email addresses |
| Invalid Email | The email address is not in a valid format so the email has not been sent, e.g. fred.blogs’gmail.com | Total number of Invalid email addresses |
| Mailed | The email has been sent to the Contact – please note that the email may have been sent but not necessarily received at this point | Total number of Contacts Mailed |
| Unresolved | The email has been sent but the email address or domain has not been found (email is incorrect or does not exist). The email has not been delivered | Total number of Unresolved email addresses – number is also counted in number Mailed |
| Bounced | Email address temporarily unavailable e.g. mailbox is full. If it is still unavailable after 3 attempts to deliver the email will be marked as “Hold” and no further emails will be sent | Total number of email addresses that Bounced – number is also counted in number Mailed |
| Delivered | The email was successfully delivered to Contact’s inbox | Total number of Contacts the email has been Delivered to – number is also counted in number Mailed |
| Opened | The Contact has opened the email but not clicked on any links. “Unique Opens” count how many individual contacts have opened the email, whereas the “Total Opens” include multiple opens of the email | Total number of Contacts that Opened the email |
| Clickthrough | The Contact has clicked on one or more of the links in the email. “Unique Clickthroughs” count how many individual contacts clicked the email links, whereas the “Total Clickthroughs” include multiple clicks on the same link | Total number of Contacts that clicked on a link – number is also counted in number Opened |
| Unsubscribed | The Contact has unsubscribed from your mailings. The Contact is put on ‘Hold’ and no further emails will be sent | Total number of Contacts that Unsubscribed – number is also counted in number Opened |
| Spam | Contacts has labelled and reported the email as Spam in their junk mail | Total number of Contacts that reported the email as Spam – number is also counted in number Opened |
Change member status
You can manually change the Member Status for each Contact from within the Campaign Stage, on the Campaign Details table.
Whilst the Mailer will automatically update the status according to the the mailing delivery etc. as shown in the table above, you might wish to manually change the status to reflect another action. For example, if you have invited customers to a golf day and they have accepted your invitation you could update the status to ‘Accepted’. This means you can then report on that new status or select/de-select that status in future campaigns.
On the Campaign Details table, click the checkboxes for the Members you wish to change and go to the ‘More’ button. From the dropdown list select ‘Status’ and the new status type you wish to change to. This dropdown list can be changed to suit your business needs in Custom Dropdown Lists, on the Campaign Activity table.
