Reports

Campaign Report

Step 1

Select the Reports menu screen -> Select CAMPAIGN REPORT

Step 2

The system will display the Campaign Report screen that shows corresponding charts

Email Report

The Email report will display the list and statistics of the number of emails sent to the system’s leads by day when running the campaign. The report will report according to the action of sending, opening, and clicking on the link attached to the email

Step 1

Select the menu screen Reports -> Select Email Report

Step 2

The system will display the Email report screen containing the corresponding chart

SMS Report

The SMS report will display the list and statistics of the number of SMS messages sent to the system’s lead by day when running the Campaign

Step 1

Select menu screen Reports -> Select SMS report

Step 2

The system will display the SMS report screen containing the corresponding chart

Asset Report

An asset report is used to display the statistics of asset downloads over time

Step 1

Select the Reports menu screen -> Select Asset report

Step 2

The system will display the Asset report screen containing the corresponding chart

Explanation
  • The number of downloads over time graph will show the number of downloads of Assets. Data is aggregated from the Assets screen of the Components through downloading files using the copy function
  • The list will display detailed information about file download history with file name, IP address, browser, and

Lead and Point Report

the Lead and Point report displays a list and statistics of data related to the action of adding and subtracting points for leads based on the Point data selection Campaign.

*Note: The report will not calculate the number of change points for the Change points field (+/-) but only the Point action

Step 1

Select the Reports menu screen -> Select Lead and Point Report

Step 2

The system will display the Lead and Point report screen containing the corresponding chart

Form Report

The Form report will display the list and statistics of the number of Leads added from the created form of the Form screen in the Component.

Step 1

Select the Reports menu screen -> Select Form report

Step 2

The system will display the Email report screen containing the corresponding chart

Dashboard

  • Lead Stats chart will show the lead generation date and lead to the customer conversion date
  • The Form Submissions chart will list the leads added from the form
  • The Email Stats chart will show the number of leads that were emailed, the number of leads that read the email, and the number of leads that clicked on the link contained in the corresponding email.