Email Send Statistics: Email Events

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Every time a recipient opens an email or clicks a link, an email bounces, or a recipient unsubscribes, ClickDimensions creates an Email Event record in CRM. ClickDimensions uses Email Event records to generate the graphs in the Statistics section of the Email Send and to populate the ClickDimensions Email Clicks report. You can export the records to Excel, create custom reports, use in Advanced Finds, Marketing Lists, and create Workflows based on these records.
The following Email Event types are the most commonly occurring:

Deliver: This event is created when ClickDimensions receives confirmation from the recipient’s mail server that the email has been accepted for delivery.

Open: When a recipient opens the email this event record is created. For ClickDimensions to register this event occurred, the recipient must download the images in the email. This is the only way ClickDimensions can determine whether the email has been open.

Click: Whenever a recipient clicks on a link, this event is created in CRM. ClickDimensions also includes the URL the recipient clicked on in the record.

Invalid Recipient: This event occurs when the email address in the Lead or Contact record does not exist, and when sending the email, it produced a hard bounce. When an email address hard bounces we no longer send to that email address; it will be excluded as a blocked email from then on. You may edit the Lead/Contact record Email Address and we will try to send to that email address next time. The email address is blocked, not the Lead or Contact in general. To learn more about what happens with bounces check out this article.

Soft Bounce: This event record shows that the Lead/Contact’s email address that is associated with this record produced a soft bounce. If the email produces a soft bounce 4 times, ClickDimensions will not allow emails to be sent to that email address again.

Unsubscribe: This record is created when a recipient unsubscribes using the Global Unsubscribe link in an email. This Email Event is not created upon the submission of a subscription management page.

Blank: If there is not a type listed in an email event record, it is an Email Send status event. This record is created when the Email Send request has been accepted by our service and is being processed.

Render Error: This means there was an error in the code that prevented the email from sending. Render Errors are caused by incorrectly formatted FreeMarker for dynamic content.

DNS Failure: There was an issue with a DNS server somewhere between being sent out and trying to get to the recipients inbox. It did not reach the inbox.

Spam Content: The reader marked the email as spam.


Email Event records are located in various places throughout CRM. The three main places where you will want to view these records are the following:

Marketing > Email Events. This view is a running list of Email Events from all of the emails you have sent using ClickDimensions.

navigate-to-email-events

email-events-view

You can also view the events in an interactive graph by using the graph/chart on the right.

email events chart

Email Send record > Related Records (dropdown) > Email Events: These Email Event records pertain to all the email events that occurred in this email.

navigate-to-email-send-email-events

email-send-email-events

Lead/Contact/Account records > Related Records (dropdown) > Email Events: You can view all the email events a recipient has created with ClickDimensions emails through their record, whether it is a Lead, Contact, or Account.

navigate-to-contact-email-events

contact-associated-email-events

Double clicking the Email Event will open up the record. An Email event record is generated every time some action pertaining to an email occurs and shows information such as when the event occurred, what type of event it was, who generated the event, and which email it came from.

email-event-record

These records are also exportable to Excel in the Email Events view. This will export the information in this view to an Excel sheet.

export-to-excel

All of this information is also natively in CRM so it is accessible in CRM Export to Excel reports, Advanced Finds, and Workflows.

For more statistics click on these links: Statistics Graphs, Sent EmailsClick Reports.


Email Event records are located in various places throughout CRM. The three main places where you will want to view these records are the following:

Marketing > Email Marketing > Email Events. This view is a running list of Email Events from all of the emails you have sent using ClickDimensions. You can also view the events in an interactive graph by using the graph/chart on the right.

Email Events

Chart

Email Send record > left navigation pane > Email Events: These Email Event records pertain to all the email events that occurred in this email.

Email Events in Email Send Record

Lead/Contact/Account records > Left Navigation Pane > Email Events: You can view all the email events a recipient has created with ClickDimensions emails through their record, whether it is a Lead, Contact, or Account.

Email Events in Lead/Contact/Account Record

Double clicking the Email Event will open up the record. An Email event record is generated every time some action pertaining to an email occurs and shows information such as when the event occurred, what type of event it was, who generated the event, and which email it came from.

Email Event Record

These records are also exportable to Excel in the Email Events view. This will export the information in this view to an Excel sheet.

Export Email Events to Excel

All of this information is also natively in CRM so it is accessible in CRM Export to Excel reports, Advanced Finds, and Workflows.

For more statistics click on these links: Statistics Graphs, Sent EmailsClick Reports.

NOTE: Once recorded, Email Events may take several minutes to sync back to your CRM depending on a number of factors, such as volume and available system resources in your CRM.


Feature Added: Original
Feature Updated: Original
ClickDimensions Version Need: Any