Creating an advanced report

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E-goi allows you to generate advanced reports for campaigns and contact lists. It is easy to create and customize these reports, as well as automate them.

 

 

What is an advanced report?

In the world of digital marketing, data analysis is essential to understand the performance of your strategies. E-goi not only makes this analysis accessible, but also customizable, through advanced reports.

In addition to individual campaign reports, E-goi can also dig out stats for multiple lists, campaigns and channels (email, SMS, etc.) over time. This will be exported as raw data, so if number-crunching in Excel is your thing, you'll just love these reports! We call them advanced. 

In addition, the report automation functionality saves time and ensures that the necessary information is always at hand.

 

 

Before you start

 

Requirements

Make sure you are logged into your E-goi account. It is also important to have in mind which data you want to analyze and the time period for that data. Having clarity on which campaigns and contact lists will be included will facilitate the process.

 

 

Types of report

Advanced reports can be generated for:

 

Email

  • Sends and interactions: Everything that happened (ie, the events) in the email campaigns you sent (opens, opt-outs, etc.). You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, the contact's email, opens, clickthroughs, etc.)
    • the date range to analyze
  • Sends and interactions by campaign: All the events from the email campaigns you sent (opens, opt-outs, etc.) without the contact data. You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, messages sent, opens, clickthroughs, etc.)
    • the date range to analyze
  • Clickthroughs by URL: Everything about clicks on your email campaign links without contact data. You can choose:
    • the contact lists
    • the campaigns
    • the data (campaign, URL, total clicks, unique clicks, etc.)
    • the date range to analyze
  • Clickthroughs by contact: Everything about the contacts who clicked throughg your campaign links. You can choose:
    • the contact lists
    • the campaigns
    • the data (campaign, contact's email, URL, clicks, etc.)
    • the date range to analyze
  • Bounces: Everything about any email bounces from your campaigns. You can choose:
    • the contact lists
    • the data (campaign, contact's email, type of bounce, etc.)
    • whether the results will be grouped by contact or by campaign
    • the date range to analyze
  • Opt-outs: Everything about contacts who unsubscribed. You can choose:
    • the contact lists
    • the data (campaign, contact's email, unsubscription reason, etc.)
    • the date range to analyze
  • Ecommerce: The sales results for your email campaigns. You can choose:
    • the contact lists
    • the data (campaign, revenue, conversion rate, etc.)
    • the date range to analyze

 

SMS

  • Sends: Everything about the SMS campaigns you sent. You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, contact's mobile, delivery date, etc.)
    • the date range to analyze
  • Bounces: Everything about any bounced-back messages. You can choose:
    • the contact lists
    • the data (campaign, contact's mobile, type of bounce, etc.)
    • whether the results will be grouped by contact or by campaign
    • the date range to analyze

 

SmartSMS

  • Sends: Everything about the SmartSMS campaigns you sent. You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, contact's mobile, delivery date, etc.)
    • the date range to analyze
  • Bounces: Everything about any bounced-back messages. You can choose:
    • the contact lists
    • the data (campaign, contact's mobile, type of bounce, etc.)
    • whether the results will be grouped by contact or by campaign
    • the date range to analyze
  • Clickthroughs by URL: Everything about clicks on your SmartSMS campaign links without contact data. You can choose:
    • the contact lists
    • the campaigns
    • the data (campaign, URL, total clicks, unique clicks, etc.)
    • the date range to analyze
  • Clickthroughs by contact: Everything about the contacts who clicked throughg your campaign links. You can choose:
    • the contact lists
    • the campaigns
    • the data (campaign, contact's mobile, URL, clicks, etc.)
    • the date range to analyze
  • Opt-outs: Everything about contacts who unsubscribed. You can choose:
    • the contact lists
    • the data (campaign, contact's mobile, unsubscription reason, etc.)
    • the date range to analyze

 

Push

  • Sends: Everything about push campaigns you sent. You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, contact's mobile, delivery date, etc.)
    • the date range to analyze
  • Bounces: Everything about any bounced-back messages. You can choose:
    • the contact lists
    • the data (campaign, contact's mobile, type of bounce, etc.)
    • whether the results will be grouped by contact or by campaign
    • the date range to analyze

 

Web push

  • Sends: Everything about web push campaigns you sent. You can choose:
    • the contact lists
    • the campaigns
    • the events (campaign, clickthroughs, delivery date, etc.)
    • the date range to analyze
  • Bounces: Everything about any bounced-back messages. You can choose:
    • the contact lists
    • the data (campaign, contact, etc.)
    • whether the results will be grouped by contact or by campaign
    • the date range to analyze

 

Forms

  • Form submissions: All data your contacts provided when signing up using your forms. You can choose:
    • the contact lists
    • the forms
    • the date range to analyze

 

Contact list

  • Sends: Everything about any campaigns you sent out to a contact list. You can choose:
    • the contact lists
    • the data (campaign, send date, contact's email, etc.)
  • Sign-ups: Everything about contacts who subscribed to your list. You can choose:
    • the contact lists
    • the data (contact's email, sign-up date, etc.)
  • Opt-outs: Everything about contacts who unsubscribed from your list. You can choose:
    • the contact lists
    • the data (contact's email, opt-out date, etc.)

 

Contacts

  • Action history: Everything what your contacts. You can choose:
    • the contact lists
    • the type of action
    • the data (contact's email, campaigns they were sent, automations they were funneled into, etc.)

 

 

Step-by-step

 

Creating the advanced report

1) Head over to the "Reports" menu and choose "Advanced".

2) The advanced reports page will come up. Hit the "Create new report" button.

3) Select the type of report you want to generate (sends, opens, bounces, sign-ups, etc.). Then choose the time frame for your report and then the mailing list - plus any specific campaigns, if necessary.

4) Lastly, add the fields (columns) to include and click "Generate report".

To ensure data efficiency across your E-goi account, you can have up to 100 advanced reports (creating any extra report will delete the oldest). You may, of course, export an existing report at any time.

 

 

Viewing your advanced report

Once it has been generated, the report will be emailed to the user who requested it, but you can also view it directly in E-goi.

1) Head over to the "Reports" menu and choose "Advanced".

2) The advanced reports page will come up. Click the options button next to your report to view it, download it as CSV or delete it.

3) You can also select the Details option to check out which settings were used to generate the report.

 

 

Frequently asked questions

 

How long does it take to generate the report?

It'll take some time for the report to become available (depending on the amount of data to crunch), but don't worry - you can keep doing anything else in E-goi.

 

How will I receive the report?

Once the report has been generated, you'll be sent an email with a link to download it as an Excel or CSV file.

 

Can I automate the report generation?

Yes. Simply tick "Schedule" when creating your report and set how often you want to run it. You can also have E-goi email it for you or upload it to your own FTP server.

 

Updated:

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