Report Activities - Online Help | Zoho Campaigns

Activities Using Reports

You can carry out various activities using reports, like sharing reports with other users, sharing reports on social media, sending followup campaigns, printing campaign reports or previews, and downloading reports as PDF or HTML.

Share reports

You can share the reports of your sent campaigns with other users of your organization. When you share a report generated link, the receiving user can view a detailed report summary. However, recipients data is password protected and you can share the access code with the receiving user to view the recipients data.

To share a campaign report,
  1. From the Navigation toolbar, choose Reports and select Sent Campaigns.
  2. Select the campaign you want to share reports for.
    Sent campaigns
  3. Click on More icon in the top-right corner of the screen. From the dropdown list, select Share Reports.

  4. Filli in the following details,
    • Header Details
    • Name/Subject
    • Access Code
  5. Click Generate Report Link to generate the report URL.
    share reports
  6. You can now share the report link and its access code with other users. 
Note
  • Report links expire 15 days from generation.
  • Campaign reports can be shared with anyone. A Zoho Campaigns account is not necessary for access.

Share email campaigns on social media

To share your email campaign on social media,
  1. From the Navigation toolbar, choose Reports and select Sent Campaigns.
    Sent campaigns
  2. Select the campaign you want to share reports for.
  3. In the top-right corner of the Reports page, click the More button. Select Share this campaign on social media.
    Share this campaign on social media
  4. Select the social media platforms on which you want to share your email campaigns, and click Done.
    Promote on social media

Send follow-up campaigns based on reports

If you want to send follow-up campaigns based on a particular campaign report,

  1. Click the Send Follow-up button in the top-right corner of the Reports page.
    Send follow-up campaigns
  2. Select from the available campaign follow-up types – Chain campaigns, Child campaigns, or Send to other lists.
    Select follow-up campaign type

Compare campaigns 

In order to measure your campaign performance, you can compare your sent campaign reports.

By comparing campaign reports, you can learn whether your campaigns' reach has increased or decreased over time, and which of your campaigns have been successful. From this data, you can parse your subscribers' tastes and preferences, and fine-tune your marketing strategies accordingly.

To compare campaign reports,

  1. From the Navigation toolbar, choose Reports and select Sent Campaigns.
    Sent campaigns
  2. Click Compare Campaign.
    Compare campaign
  3. Select the campaigns you wish to compare from the dropdown. You can select upto three campaigns at a time.

  4. You can now view the email comparison report.
    Email comparison report

Additional options

Click More in the top-right corner of the Reports page to see a drop-down menu with the following options:

  1. View details
  2. Delete campaign
  3. Mark this campaign as dormant
  4. Download reports
  5. Download recipient activity data
  6. Print campaign report
    More options