July 27, 2012
With the rollout of our new Extravision Reports, we've already mentioned our overview screens and how to compare campaigns, and shown you how to begin drilling down into your statistics. One of the biggest changes we've made is how you interact with your engaged customers. Read on to discover the most important features of the CRM widget.
What we wanted to achieve was a single place where you could find out everything about the people your campaign has reached out too. There are many reasons you might want to do this, from following up on replies to the campaign or arranging meetings with people who downloaded the details of a new product.
Once you have selected a campaign, you'll find the new CRM tab along the bottom of the screen.
Here you can see a list of everyone who engaged in a particular way (like clicking or replying) but you can also narrow this to particular links, lists or date range using the filters at the top of the screen, that function just like on the campaign overview screen.
One great improvement we've made is that the list acts like a single page. You don't have to keep pressing "next page" and you can change the sort order by clicking any of the column headers. This means you can easily locate the people who clicked most or locate those your colleagues have left a comment against.
Sometimes you just need to work with this data within your own workflow, so there's an icon in the top right corner to export the data as a spreadsheet, as well as refresh it to see any new interactions.
If you want to start digging in detail, simply select them in the list, and you'll be able to see all the data associated with them from your original data list. This is displayed in the first tab under the grid. You can understand a person's whole history within the campaign by selecting the history tab which will let you see when they opened it, what they clicked and when. Also on the last tab you can leave a comment, which is really handy if you are using the CRM widget to follow up on replies, for instance, as you can record your telephone conversation.
Speaking of replies, if you are looking at a list of interactions with some sort of incoming email, like bounces or replies, you can double click the row to see the full text of the email, as well as access several more controls. These give you the option to unsubscribe or remove a person, correct misfiled messages by moving them to another campaign, or also rating the person. As well as being visible on the pop up reply viewer, the icon for the rating also appears in the main list, so you can quickly see everyone who you followed up, or set up meetings with.
That almost concludes our overview of the new features in Extravision Reports we've added so far, as I just want to quickly talk about our new downloading and reporting features in the next post. But we'll be adding even more features over time as well as little tweaks here and there as we hear back from you, so remember to check back on the blog or subscribe to our RSS feed to hear all about them in a few weeks.
Posted by Tom Chiverton
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