When you send a campaign using ACT! E-marketing a history of the transmittal is automatically created for each intended recipient. When you update ACT! with the results of an E-marketing campaign the history item is modified to reflect pertinent information, such as how many times the message was opened or whether the recipient chose to opt out of future mailing. The following image shows you a sample of the history message created by ACT! E-marketing:
Although that information appears a bit cryptic, it holds the key to being able to track important results about an email blast from within ACT!.
You’ll need to have sent an email blast and updated ACT! with the corresponding results before you can start tracking the results of your campaign from within ACT!.
- In ACT!, click the Marketing Results tab on the Contact Detail view. The following screenshot shows you what it looks like:
- Click the E-marketing History icon.
- Scroll through the E-marketing History using the right-pointing arrow until the subject line appears that corresponds to the campaign you are tracking (optional). You can see an example of this in the following image:
- Click the Search button. As you can see in the following figure you can search for Unopened, Opt-outs, Invalid, Bounced, and Duplicates responses:
- Click Copy to Clipboard and then Click OK.
- Click the Lookup menu and select Keyword Search.
- Paste the contents of the clipboard into the Search for field of the Search on Keywords dialog box. You can see what this looks like in the following screenshot:
- Check the Histories item; remove all other checkmarks if you want to speed up the time it takes to perform the search.
- Click Find Now and wait for ACT! to find the records that match your criteria.
- Click Create Lookup to create a Lookup of the matching records.
Once ACT! presents you with those records that match your search criteria you can easily make whatever changes you need. For example, if you searched for Invalid or Duplicate records you might scroll through the Lookup and make necessary corrections to the email addresses. If you were searching for the Opt-outs you might globally update all of those records with this new piece of information. And, if your search provided you with the names of the people who didn’t open your message you might move all of those names into a group and start contacting those contacts use a different method than email.