Group Performance Email Report that includes Constituent Names

RONALD TIMM · November 2017

Hello,

We send out a monthly electronic Newsletter. Recently I created a Group of Foundation Contacts because I want to track who opens, views, unsubscribes, etc. I was able to pull a Group Performance Report that gave me the stats but now I want to actually see the names attached to these stats. Example, I want to see who the Hardbounces are, who Opened, who Clickthrough, and so on. Does anyone out there have a way to see the names connected to these stats?

Thank you,

Ron

Erik Leaver · November 2017

Hi Ron,

You should be able to view the names by using some of the details reports available for the message:

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Not as slick as combining all into one report but outside of building a custom report, I don't think that's possible.

Best,

Erik

Alicia Searfoss · November 2017

Or, you could add all the delivery recipients into a group and then create a query with that group and the group you were investigating (from the group performance report). You could see them there after running the query or create a mail merge from those query results with their name, cons id, email address, etc. so you would have them in a CSV file. It's several steps, but that's the only thing I could think of. I looked through the report writer options, but didn't see anything that would work there.

Good luck.

RONALD TIMM · November 2017

Hello Erik,

Thank you for your response. I did look at these options, but the problem I have is they show everyone who received the newsletter and I want to narrow down to just a group of 125 - my foundation contacts.

Ron

RONALD TIMM · November 2017

Hello Alicia,

Thank you for responding. I had already done what you were suggesting and I was able to pull the Group Performance Report which is very helpful, but that report is a summary. I am looking for the names connected to Click-Throughs, Soft-Bounce, etc that are in this specific group.

Philip Nawrocki · November 2017

You can still do it with a VLOOKUP in excel.

So download the reports so they are in excel.

Open the download and save it as an excel file. (it will download as a .csv)

In a new worksheet in the newly created excel file, paste the 125 e-mail address and name the worksheet 'foundation'

In the original worksheet (first one in the list at the bottom of the workbook) scroll to the first open column, in the second row of that column paste this code in the function box:

=IF(ISNA(VLOOKUP(D2,foundation!A:A,1,FALSE)),"Not Found","Found")

The 'D2" needs to match whatever column has the e-mail address in the original worksheet. The rest you do not need to update.

Click "enter" to run the function. Then just drag the bottom right corner down the column with the function in it. This will find or not find the 125 address and you can filter that column by 'found'.

You can use this for each report and find the 125 constituents.

I attached a rough example so you can see it.

RONALD TIMM · November 2017

Philip Nawrocki:

You can still do it with a VLOOKUP in excel.

So download the reports so they are in excel.

Open the download and save it as an excel file. (it will download as a .csv)

In a new worksheet in the newly created excel file, paste the 125 e-mail address and name the worksheet 'foundation'

In the original worksheet (first one in the list at the bottom of the workbook) scroll to the first open column, in the second row of that column paste this code in the function box:

=IF(ISNA(VLOOKUP(D2,foundation!A:A,1,FALSE)),"Not Found","Found")

The 'D2" needs to match whatever column has the e-mail address in the original worksheet. The rest you do not need to update.

Click "enter" to run the function. Then just drag the bottom right corner down the column with the function in it. This will find or not find the 125 address and you can filter that column by 'found'.

You can use this for each report and find the 125 constituents.

I attached a rough example so you can see it.

Hello Philip - this is great. Thank you for the advice.

Group Performance Email Report that includes Constituent Names

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