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5 CRM Record Fields That Will Change Your Email Performance Reporting

Email statistics are not only pretty cool, they’re also pretty important. One of the nice things about ClickDimensions is that we calculate a variety of statistics for you. You can find some of these in the email statistics iframe of the email send record.

However, some customers may want to create custom views based on clicks or opens to quickly make some snap comparisons across a campaign or quarter. Do you want to see which email send in Q2 had the best click rate? Or have you done a monthlong push for new customers, and you want to see which subject line had the best open rate?

While ClickDimensions does not have a click or open rate field available on the email send record out-of-the-box, you can create fields to add those to your CRM environment so you can then manipulate them in a view or report. In fact, by adding just five fields, the possibilities are endless.

The first thing you will need to do is create three rollup fields on the email send record. Navigate to any email send and click the ellipses > Form Editor. Click New Field in the right sidebar. ​The first field we are creating is for messages sent. It should be configured like this: 



In the Field Type: Rollup, click Edit, and configure the properties like this: 



You can save and close this, then save and close the field. Also, drag it on to your email send form in the form editor. Next, create a new field for opened emails.




And for clicked emails:



Please note that in these fields, we are not counting the total number of opens or clicks; we are only counting unique opens or clicks.

These fields will take 12 hours to populate for the first time, but you can go ahead and set up the next two calculated fields — they just won’t pull in any data until the rollup fields are ready.

The next two fields will actually do the math. You will be creating a field for calculated click rate and calculated open rate. These will be decimal numbers (instead of whole numbers) and calculated (instead of rollup). Here, I am demonstrating how to set this up for the click rate, but open rate is the same thing—just use opened emails in both steps to replicate this for open rate. 




In total, you will create five new fields on your email send record. Once they are all created, go ahead and save, and don’t forget to click Publish in the form editor.

Once all this is done, you will be able to create an advanced find and save it as a view, adding these columns to your results.

To add columns, click the Advanced Find button and then Edit Columns > Add Columns. You can then select the new fields as well as any additional contact or lead information you would like to see.


Happy Marketing!

About the Author:

mm
Emily Clever is a ClickDimensions Marketing Success Manager.

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