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LeadManager: Standard Reports: Queued Emails

TOPICS COVERED IN THIS ARTICLE:

  • How to run the Queued Emails Report

 

  

ENVIRONMENT:

  • LeadManager

 

 

 STEP BY STEP INSTRUCTIONS:

 

The Queued Emails Report supplies information about emails that are queued to be sent as part of email nurture campaigns. This report returns data for emails that have been sent, are queued to be sent, or were not sent because a condition was not met that was required in order for the email to be sent.

 

This report only returns results on emails that have a delay set on them. It does not report that shows every email that has been sent.

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Click on View All Items

 

 

 

 

Under Reporting / Email, click on Queued Emails Report

 

 

 

 

When the Queued Emails Report page loads, there are two configurable filters 

  Queued_emails_rep2.jpg

 

Email Templates Filter

  •  If you want to see results for all email templates, leave the Email Templates dropdown on –All Email Templates --.
  • Or you can click the dropdown to expand the Email Templates dropdown and select an individual email.

 

 Queued_emails_rep3.jpg

 

 

 

Email Statuses Filter

Email statuses are not the same as Lead statuses. Email statuses are

  • Email Sent
  • Queued
  • Canceled
  • Condition Not Satisfied

If you want to see results for all email statuses, leave the email statuses dropdown on –All Statuses --.

 

Or click the dropdown to expand the Statuses dropdown and select an individual email status.

 Queued_emails_rep4.jpg

 

 

Running the Report

 

Select the Date Range and click Go

 

The results of the report will be displayed in a table like this:

 

In this example, the report has returned results for queued emails of any template between today and a date two weeks in the future.

 

Queued_emails_rep5.jpg 

 

The columns display the following data:

  • Lead ID Column - Displays the lead ID that associated with the email
  • Template Column – Displays the Email Template that is queued to be sent
  • Send Date Column – Displays the date and time the queued email is scheduled to be sent.
  • Options Column – Displays the email status or, when the email status is “Queued” displays a “Cancel” link which you can click to cancel the emails scheduled send.
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