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Custom Reports: Report on When an Email Template is Sent

The reporting functionality of Velocify's Leadmanager is very important for holding your user accountable, deriving marketing data, and tracking the success of your various campaigns. This report will allow you to track when a specific email template is sent on your leads.

How to create this report:

1. Go to Menu > Reporting > Custom Reports

2. In the upper left hand corner of the first window click on the Create New Report button. 

 

3. For the first step change the top portion called Base Data to Lead Logs. In the box just below put a title for this report you will create. 

 

4. Proceed to Step 2 by clicking on the Step 2 button in the upper right hand corner of the report menu. 

5. For this step you will want to bring over the following fields from the left to the right (Note: You can add more fields to this report): 

- Log Type

- Log Date

- Log Note

- Id

- Campaign

- Status

 

6. Proceed to Step 3 by clicking on Step 3 in the upper right hand corner of the report menu.

7. Now you will add the following filters to this report: 

-  Log Type      Is System Log    Email/Post Sent

-  Log Note      Contains     {Put the exact Title of the email template} **

-  Log Date      Greater than or Equal to      {Select Add Template button on the right with no date chosen for Value field}

-  Log Date      Less than or Equal to     {Select Add Template button on the right with no date chosen for Value field}

**NOTE – To locate the Title of the email template go to Menu > Administration > Manage Emails and the very first column is where you will find the Title of the email template.

 

8. This is how your filters should display when you are done creating this report. NOTE: The entry for the filter Log Note will be the title of the email template.

 

8. Select Save & Run in the upper right hand corner of the Reporting Menu. 

9. This is how your report will display and here is the definition for each columns results.

 

Log Type - The system log of the email being sent

Log Date - The date/time the email was sent 

Log Note – This will display the email template which is being sent

Id - Lead ID of the Velocify Record

Campaign - Current Marketing Campaign from Velocify

Status - Current Status of the lead record

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