How to view Report Summary

1. From the Navigation toolbar, choose Reports.
   
   
2. Select Sent Campaigns.
   
   
3. Click the campaign of which you want to view the report, and you'll be taken to the Report Summary section.
   
4. You can see the data in the Report Summary sub tab.
   
   

Understanding the terms in Report Summary

How is open rate calculated?

How is click rate calculated?

Whenever a recipient opens an email and clicks on a link or button, it's counted as a 'click-through'. Click-throughs indicate that your recipient is interested in your email and wants to engage further.

When an email open goes uncounted

Plain-text emails

Image-only emails

Most mailbox providers (Gmail, Outlook, etc) do not display images in emails by default. The email recipients are expected to actively click on Display Images to view the content. When you send an email with image-only message, your recipients may only see a blank email. This will not be counted as an email open. If the recipient clicks Display Image, or any other URLs in the email, it will be considered as opened.

• Request that your recipients add your sender address to their address book (whitlelisting). To learn how to whitelist a sender address, click here.
  
• Avoid image-only emails and use text along with your images, so that your recipient doesn't misinterpret it as a blank email.
  

Opens by time

Opens by location

Note

• If one recipient opens the same campaign in two different locations, opens will be displayed at both locations, whereas the unique open count would remain one.
  

Subject and sender details

This section will give you an overview regarding the basic details of the campaign, like the email's subject, sender name and address, reply-to address, and so on.

Mass update fields

You can mass update a specific field for contacts who have opened an email campaign from various countries. To mass update contacts:

1. From the Navigation toolbar, choose Reports.
   
   
2. Select Sent Campaigns.
   
   
3. Click the email campaign, you wish to mass update the contacts.
   
4. Under Report Summary, go to Opens by Location and then click table view.
   
   
5. Select a country from the drop-down menu and then click the Mass Update
   icon.
   
   
   
   
6. A pop-up will appear where you need to fill out the following information:
   
   • Select the field from drop-down menu, you wish to update.
     
   • Specify a value for the field to be updated.
     
   • Click the Proceed button and then Update to confirm changes.
     
     
     

Export contacts

You can export your contacts in any format so that it provides a backup for your database. To export the mailing lists:

1. From the Navigation toolbar, choose Reports.
   
   
2. Select Sent Campaigns.
   
   
3. Select the email campaign you wish to export contacts.
   
4. Select Recipient Activities and click on the download icon above the listed contacts.
   
5. In the Export Contacts pop-up, Choose your date filter.
   Filter by Date – Select a time to export contacts based on activity
6. Now, select the contacts' information Fields that you want export.
   Select fields to be exported – Select the checkbox fields to include additional information.
7. Finally, enter the file name, the file format in which you want to export, and select if you want to export it as a password protected file (Zoho Campaigns' default password).
   File Name - Give a name to the file to be exported.
   Click the format (CSV, TSV, XLS, JSON, etc.); you want to export the file.
8. Click Export and your file will be downloaded.
   
9. Additionally, you can selectively export contacts based on their location.
10. Under Report Summary, go to Opens by Location, and then click the table view.
    
    
11. Select a country from the drop-down menu, and click the Export Contacts icon.
    
    
12. Similarly in the Export Mailing List page, choose the following details:
    
    • Filter by Date – Select a time to export contacts based on activity
      
    • Select fields to be exported – Select the checkbox fields to include additional information.
      
    • File Name – Give a name to the file to be exported.
      
    • Click the format (CSV, TSV, XLS, JSON, etc.); you want to export the file.
      
13. Click Export and your file will be downloaded.

Export Reports

You can export the reports of all your campaigns in a .xls or a .csv file to keep a backup of the data. To export reports:

1. From the Navigation toolbar, choose Reports and select Sent Campaigns.
   
2. Select the checkbox corresponding to the campaign of which, you wish to export report.
   
3. After selection, click the Export Reports button the top-left corner of the section.
   
4. Select which data of the campaign you want to export, in the popup that follows.
   
5. Enter a name for the file to be exported.
   
6. You can export report summaries based on certain criteria. Different criteria based on which you can export summaries are:
   

1. Time: Based on the time when your campaigns were created, sent or all time.
   
2. Mailing Lists: Based on the mailing lists to which your campaigns were sent.
   
3. Folders: Based on the folders to which your campaigns were sent.
   

Export with Filter by criteria

1. Click the Export Reports button in Sent Campaigns page under Reports
   
2. You can choose to export the summaries of only the campaigns that you want, by applying certain filters.
   
   
   
   
   
   
   • If you choose to export reports by time, then you can filter campaigns based on their creation time, sent time.
     
   • If you choose to export by mailing lists or folders, you can filter by campaign creation time, sent time or campaigns created or sent in all time.
     
   • You can also filter campaigns based on their type, status and owner.
     
3. In the Data to export section, you can choose the campaign data that you want to be included in the report.
   
4. By default, five basic data related to a campaign will be exported and you can choose to export more.
   
5. Enter a name for the file to be exported.
   
6. Click Export.