How to Read the Email Messages Report
To run the Email Messages report:
- Click the Reports tab.
- Click the More drop-down list.
- Click Email Messages.
Email Messages Report Overview
This report shows Outbound email messages sent from Ignite Sales/GymSales during a given date range. This includes Email messages of any type - 1:1 (individual message sent directly to the person), Bulk Email, and Automated Items.
| Note: Reporting is not yet currently supported for Inbound Email messages (replies received), however the inbound emails themselves can still be viewed in the Company Settings on the Inbound Emails tab. |
The following sections provide detailed information about each area of the Email Messages report.
Filter Options
All filter options are listed below.
| Option | Description |
| Related To | Sale type which the message was "Related to". When an Outbound message is sent to the person, the User can select "Related to" when sending the message. The default is "Membership", but if the Club uses Secondary Sales and the recipient has a sales funnel open for a Secondary Sale type, then this can be selected. |
| Date from | Start date for date range to display report data for messages that were Sent during the date range provided. |
| Date into | End date for date range to display report data for messages that were Sent during the date range provided. |
| Send By | Filter based on the User that sent the message. Outbound messages are always attributed to the User that was logged in and sent the message, regardless of whether there is an Assigned Salesperson. Automated Items are attributed to 'System'. |
| Status | Filter by the delivery status of the message:
|
| Campaign name | Shows only messages that were part of a specific Campaign (Bulk Email). Only displays Outbound messages. |
An example of the Email Messages report filter is shown below.
Table
The date attribution of this Table is based on the date on which a message was sent/received in the Club's local timezone, according to the General Settings configuration in Company Settings for the Club.
Column Definitions
Each column in the table is defined below.
| Option | Description |
| Person Name | First and last name of the person associated with the message. Hyperlinked to their Client Profile. |
| Status | Current Lead Status of the person associated with the message at the time of report viewing. Updates in real-time: if the person's status changes after the message was sent, this column will automatically update accordingly. |
| Date & Time | Date and time at which the message was sent. Displayed in the Club's local time and date format, according to what is set in the General Settings under Company Settings for the Club. |
| Message | The content of the message that was sent or received. |
| Send By | First and Last Name of the User that sent the message. Outbound messages are always attributed to the User that was logged in and sent the message, regardless of whether there is an Assigned Salesperson. All Inbound messages are attributed to 'System'. Automated Items are also attributed to 'System'. |
| Related To | Sale type which the message was "Related to". When an Outbound message is sent to the person, the User can select "Related to" when sending the message. The default is "Membership", but if the Club uses Secondary Sales and the recipient has a sales funnel open for a Secondary Sale type, then this can be selected. |
Download the Report
When you download the report, an Excel spreadsheet is created with information from the table.
