OLX Report - Sent Messages

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Aldera Chisholm 2
Aldera Chisholm 2 ✭✭✭✭✭
Sixth Anniversary Facilitator 2 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hey all - I feel like this should be an obvious answer, but one I'm just not seeing.


Is there a way to get a report that shows the stats on the last x amount of emails sent via OLX? We can click into the stats per each message, but I want a report that shows me all those things but for all the messages so far this month. Currently we are putting it all into Excel so we can have it in a table format, but that's a pain. 


Thanks in advance!

Ali
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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Hi Aldera Chisholm‍ - To my knowledge, no.  I think the best solution is the one you are already doing, tracking it in an outside Excel document.  If you haven't already, visit the OLX Idea Bank and vote for the numerous ideas related to this topic.
  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Have you used the "add this data to RE" button?  It adds an Appeal to the constituent record, and indicates if it bounced, was opened, etc.  You can always query the information then from the constituent record Assigned Appeals section.


    Karen
  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Karen Diener‍ - This is a good solution, if you have a clean database. If you have any duplicate emails in your system OLX will include an appeal on all records that have an email address the email was sent to - including records that have the email address listed as inactive. As my org's database is a work in progress (especially for duplicate email addresses), and if your database has the same/similar issue, I would recommend you go into OLX to look at email stats.
  • Aldera Chisholm 2
    Aldera Chisholm 2 ✭✭✭✭✭
    Sixth Anniversary Facilitator 2 Name Dropper Photogenic
    Yes, and the biggest challenge for us is that when you "add this data to RE" it is a moment in time. We try to wait until the mass of the emails seem to have been opened, but, the stats continue changing as reads/opens happen, and then RE is no longer exactly accurate. :(
  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    That all makes sense Austen Brown‍.  I will say though that I have used that on less-than-clean databases and still found it helpful.  I think it also depends on how you act on that data.  Hypothetical question - no need to actually answer!  But I do see a lot of people spending time struggling with reporting information "just to report" it, and they don't use it to make decisions moving forward.


    And yes, Aldera Chisholm‍, it is a moment in time.  My suspicion is that a lot of activity would drop off after two weeks or so, at which point it would be "safe" to add back.  Again, it goes back to the question of what you do with the information now that you have it.


    Karen
  • Aldera Chisholm 2
    Aldera Chisholm 2 ✭✭✭✭✭
    Sixth Anniversary Facilitator 2 Name Dropper Photogenic
    Fair enough - we are a doing a dive in to all our sent messages - true appeals vs informational updates and announcements and trying to determine what our actual response rates are, not just what our gut tells us.  We want to create some reality-based goals. We were able to do this pretty easily back when we used Mail Chimp, but we have made some communication style changes over the last year so we don't want to rely on old numbers. Of course, I can just go one by one into each email in OLX, it's just a bit tedious. Or, I'm just very lazy. Either way. :) 
  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    That makes sense.  I would think that as long as you have broad trends, you'll get what you need.


    Karen

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