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Create a Chart to Show Nurture Performance

In this article we will demonstrate one method to display the performance of emails sent through a ClickDimensions Nurture Program.

1. Give your templates a name that will let you order them by the Nurture Step.

a. We have a Nurture Program for onboarding new customers. Over the course of the first few months after they sign up for ClickDimensions, they will receive a series of emails introducing them to ClickDimensions and our solution features and services. We have used a naming convention for our templates to make it easier to build the nurture and report on its performance:

    i. Onboarding Template: 01 Welcome
    ii. Onboarding Template: 02 Training
    iii. Onboarding Template: 03 Help
    iv. …and so on
   
v. Onboarding Template: 13 CD Certification

TIP: If you have already built your nurture and go back to re-name your templates to enable you to order them, you will want to edit your nurture program and re-link each step to the newly renamed template, as the Nurture Program builder stores the name of the template at the time you create the Nurture Program.
ANOTHER TIP: If your nurture has branching in it (such as “If the recipient clicks = Yes, send template X, and if the recipient does not click, send template Y”) you might consider naming your templates something like “Nurture Template: Step 1A” and “Nurture Template: Step 1B” (where the 1A is the template they get if they clicked, and 1B is the template they get if they did not).

2. We have built a view of Email Sends called “Onboarding Nurture Email Performance” with this criteria:

clip_image002
Notice that the Nurture Program that originated the Email Send is a field that you can lookup from the Email Send entity. It is not on the Email Send form, but you can use it in views and report or add it to the form if you wish.
The columns for this view are laid out like this:

nurture-view-columns

Notice that I have set the view’s “Sorting” to sort by Email Template. Since I have given the Email Templates names that correspond to the order the nurture will send them out, it makes it easier to make sense of the view when it is ordered this way too.

3. Next, I added a chart to this view as below:

nurture-chart-design

4. Here is the final result, a chart that shows how well each step in my nurture is performing in terms of deliveries, opens and clicks:

clip_image008
The nice thing about charts that correspond to views in CRM is that you can drill into them. For example, if I click on the “clicks” column (the purple one) for the third template, the view will update to show me just the Email Sends that have a click. Likewise, I can filter the view to show me just those nurture Email Sends from last month, and the chart will update to show me the deliveries, opens and clicks for my nurture from last month.

Happy Marketing!

About the Author:

Matt Wittemann is an 11-time Microsoft Dynamics CRM MVP and ClickDimensions' Director of Technical Solutions.

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