Manual. The Salvation Army Southern Territorial Headquarters 2015 InterChange University

Transcription

1 Manual The Salvation Army Southern Territorial Headquarters 2015 InterChange University 52

2 Table of Contents 5: An Overview of the Process... 5 Important Points to Remember... 6 The Campaign Area... 7 Create a Campaign... 9 Name and Description Step Interest Opt-In/Opt-Out Step Setup Optional Features Step Find a Campaign Campaign Actions Managing an Campaign The Summary Tab The Calendar Tab The Audience Tab Types of Lists Add an Audience Group The Messages Tab The Deliveries Tab The Reports Tab Creating an Message Enter basic Message Information Set up the Envelope Select Stationery Enter HTML Content Format Plain Text Send Review Messages Approve the Message Sending an Message Select an Approved Message InterChange University 1

3 Configure Delivery Calculate Audience Recipients Send to Delivery Queue Set Up Recurring Delivery Common Delivery Statuses Reports For a Single Message For a Single Campaign For Cross-Campaign Reports Job Aids Appendix Single Campaign Reports- Module Group Performance Report Message Performance Report To run the Campaign Message Performance report: Variant Performance Report Variant Response Summary Report Message Open Report To run the Campaign Message Open report: Click-Through Details Report Click-Through Summary Report Response Summary Report Response Details Report Unsubscribe Details Report Hard Bounce Report Soft Bounce Report Message Open Summary by Device Report Delivery Recipient Report Cross-Campaign Reports- Module Campaign Performance Report Campaign Open Report: InterChange University 2

4 Click-Through Details Report: Click-Through Summary Report: Campaign Response Summary Report: Campaign Response Details Report: Unsubscribe Details Report: InterChange University 3

5 5: Overview: In this class, you will learn how to manage various functions in Luminate Online. You will learn how the process in LO works and learn how to set up an Campaign and, then, Messages within each campaign. You will also learn various ways that you can send out Campaigns and run reports to gather statistical data on your sent s. You will learn about and be able to run reports on single messages, messages within a campaign and also across campaigns. Assumptions: -This course assumes that you ve taken the prerequisite classes, including the WYSIWYG Editor course. -This course assumes that you have access to the Luminate Online Training Application. Lesson Objectives: After completing this course, you will be able to: You will have a solid understanding of the start-to-finish process of building and sending Campaigns and their messages in LO Create and Manage and Campaign, including Audience Groups Create, modify and manage messages within Campaigns, including choosing Stationery, using the HTML editor to modify content and getting your message approved. Send an Message for with both one-time and recurring delivery statuses Understand the various reports available for Messages and Campaigns within the Module Run reports on single messages, messages within a campaign and cross-campaign reports. *Several images used in this manual were taken from the Blackbaud University curriculum InterChange University 4

6 An Overview of the Process Luminate Online administrators will be responsible for creating and sending out various types of s to different groups for different purposes. Fundraisers may want to send out s telling prospects about a large fundraising gala. Corps officers may want to send out enewsletters to let supporters know about their corps work in the local community. DM vendors will need to send out s to solicit for donations. Because in LO has many different functions, the process can be kind of complex. So let s take a look at some essential pieces of information you ll need to know before we dive into the nuts and bolts of creating and sending s. The Process contains 4 essential steps: Create/Access an Campaign Create an Message Send an Message Run a Report to get results of sent There are also 3 essential tools that you ll need to be familiar with when it comes to creating s in LO: 1. Campaigns: These are what house messages. Campaigns are used to draft, approve, and schedule messages to constituents. 2. Stationery: Stationery allows you to create compelling looks for messages and ecards. They can be reused and are similar to templates you may have used in other marketing applications. 3. ecards: Constituents can send cards to others, like their friends and family, by using this function ( ie: for a tribute donation). If your constituents use this feature, the number of constituents you have in the LO database will increase InterChange University 5

7 Important Points to Remember LO 1. s are sent to groups of constituents (not individuals). You can target specific sets of constituents by sending s to their respective, segmented groups. 2. By associating an campaign with a particular Interest, you allow constituents to optin and opt-out of receiving messages in the campaign. *Please note that each Campaign can only be associated with one interest* 3. If an campaign is not tied to an interest category, then that means if the constituent unsubscribes from that , he/she will automatically be unsubscribed from all ecommunication with TSA InterChange University 6

8 s should have Interests To prevent your subscribers from unsubscribing from all s from TSA, every 4. Campaign should have an interest category associated with it. Interests will have Interest Opt-In 5. groups (for those who choose to subscribe to that interest) and Interest Opt-Out groups (for those who choose to unsubscribe e from that interest).. The Campaign Area To access the Campaign functions, follow the steps detailed below: 1. Click on from the navigation tab, then click Campaigns from the menu bar. 2. You will now be taken to the Home page. On the Home page, you can view: a. Draft Messages b. Approved Messages c. Recently Sent Messages d. Basics reports (such as cross campaign summaries and trends) 2015 InterChange University 7

9 3. Under the Calendar tab, you can see the names and respective dates for any message deliveries (scheduled or sent) for the Salvation Army. 4. Under the Campaigns tab, you can create and manage your campaigns (see the next section of this manual for more details on how to do this) InterChange University 8

10 5. Under the Reports tab, you can run reports on the s you ve sent. Please see the Appendix in this manual for more details on the types of Reports you can run. Create a Campaign 1. To create an Campaign, click on the Create a new campaign button under the Campaigns tab InterChange University 9

11 2. You ll now notice three steps appear on the left-hand side of your screen: Name and Description, Interest Opt-In/Opt-Out and Setup Optional Features. Name and Description Step 1. Under the Name and Description Step, you ll enter in an internal name and description for this campaign. Here, you can also classify the campaign by type (so that it can be compared with future campaigns once the results roll in) and you can select a security category. Click Next when you re done InterChange University 10

12 Interest Opt-In/Opt-Out Step 2. Now you will need to determine what interest category will be associated with your campaign. *Remember, you will want to do this so that constituents who choose to opt-out will only optout of the interest associated with this specific campaign, not all campaigns. Also, remember that an campaign can only have one interest category*. Check Yes, include the Interest Opt-in group in the audience Target List, if you re not using CLC s to create your group If you re using CLC s to create your audience groups, leave this box unchecked. Click Next when you re done. Public vs. Private In Luminate Online, things that are viewable to the public are indicated with the icon. If you do not see the icon near a field, it means that this particular field can only be seen internally. Setup Optional Features Step 3. Under the Setup Optional Features Step, you can choose to make this message available on your website and to enable autologin links. These boxes are checked by default so leave 2015 InterChange University 11

13 them checked. *Enabling an autologin link will automatically log in a constituent who clicks on a hyperlink that takes him/her to the TSA website but the link will be broken if the constituent forwards the to a friend (and thus will not log in the original recipient in if his/her friend opens the ). Click Finish. 4. Now you ve created an Campaign! It will be available to Manage, Edit, Copy, Delete and Archive from the list of Campaigns. Find a Campaign To find a campaign that s already been created, complete the following steps: 1. Click on from the navigation tab, then click Campaigns from the drop-down menu. 2. From the section, click on the Campaigns tab. Go to the Search Field, type in the name 2015 InterChange University 12

14 of your campaign and click Search. If you do not know the name of the campaign, you can type in part of the name or even one word within the campaign name and LO will present a list of any campaigns that contain those particular search words. 3. You will then see a list of any campaigns that match your search criteria. You ll notice that for each campaign you are able to see: a. The Status of the Campaign (ie: Active or Inactive) b. The Category into which the Campaign was placed upon creation c. The day and time that the Campaign was last modified and by whom Campaign Actions 1. Once you locate your Campaign from the list of campaigns, you will see a list of possible actions that you can take with this campaign. Let s take a look at what each action entails InterChange University 13

15 2. If you click Manage, you will then be taken to a new screen wherein you can create Messages for the Campaign, choose your audience, set up and schedule delivery options and more. More details are covered in the Manage your Campaign part of this manual. 3. If you click Edit, you ll be taken back to the Campaign tab. This is where the original campaign was created and from here, you can edit the name, description, interest opt-in or out options and optional features. See the Create a Campaign part of this manual for more details on what each area encompasses InterChange University 14

16 4. If you click Copy, you ll be taken to a screen where you will be asked to assign a new name to the copied campaigns (There cannot be two identical names for a campaign). Type a new name into the field and click Finish to copy the campaign. 5. If you click Archive, you will be asked to confirm that you want to Archive the Campaign. a. If you click Confirm, the Archival will be listed as Pending. b. If you click Finish, the Campaign will be archived. Don t Delete Campaigns! You should never delete a campaign. If a campaign is no longer needed or used, Archive it. You can always restore an Archived campaign if you need to. However, once you delete a campaign, it is gone forever InterChange University 15

17 Managing an Campaign LO Managing an Campaign requires several, different functions. Once you click Manage, you will be taken to a series of tabs that will assist you in managing the various aspects of your Campaign. Let s take a look at each one in depth. The Summary Tab a b c The first tab you will see in the Summary tab. a. Here is where you can create a new Message for this campaign. (To learn more about creating Messages within a Campaign, see the Create an Message part of this manual). b. You can see any drafted and approved messages. c. You can also get an overview of this campaign s statistics by looking at the Campaign Summary and Campaign Trend sections InterChange University 16

18 The Calendar Tab Under the Calendar tab, you will see a calendar of upcoming scheduled and sent messages for your selected Campaign. The Audience Tab An audience refers to your recipients. Under the Audience tab, you be able to add groups to your selected audiences, copy audiences from other Campaigns and send your Campaign out to different lists (such as Target, Reviewer and Do Not Lists.) You will also be able to see any groups that have been selected to receive messages from this Campaign. In the south, your audience group will need to be built using the Query Function and will need to include CLC s (see the Query manual for more information.) 2015 InterChange University 17

19 Types of Lists There are three types of lists under the Audience tab: Target List: This is the list of constituents to whom you d like to send your Messages. Reviewer List: Under this tab, you will be able to see the groups of constituents who ve agreed to review your messages (ie: check the formatting, proofread, etc.). Do Not List: Under this tab, you will be able to see any groups of constituents who do not want to receive from this particular campaign (ie: Opt-Out groups) 2015 InterChange University 18

20 Add an Audience Group 1. To add a group to your audience, first make sure you are on the correct tab for the list in which you d like to add a group. Then click on the Add group hyperlink. (If you need to copy an audience from another campaign, click on the hyperlink Copy the audience from another campaign.) 2. You will then be taken to a screen entitled Select Groups. You will see a list of group types in which house specific groups. Click on the Group Type name to see the groups that are categorized within it. The names of these groups will appear in the middle column of the screen InterChange University 19

21 3. Click on the names of any groups you d like to select. You will then see these groups appear in the Selected category and you will see the symbol next to the name of any groups you ve selected. When you ve selected all of the groups you need, click Finish. 4. You will now see any groups you ve added appear under their respective tabs InterChange University 20

22 Adding Groups to Different Lists The Messages Tab LO Adding a group requires the same process, regardless of the list. This means that to add a group to your Target List, Reviewer List or Do Not List will entail the same exact steps. Under the Messages tab, you can create and manage your Messages. More information about how to manage Messages is covered in the Create an Message section of this manual. The Deliveries Tab Under the Deliveries tab, you will see the lists of s for your Campaign. Notice that there are two tabs here: 1. Delivery List: Displays messages that are scheduled to be sent are in the process of being 2015 InterChange University 21

23 delivered or have been sent out by Luminate Online. 2. Recurring Delivery List: Displays messages that have been sent as part of a recurring delivery and the next message in the delivery that is scheduled to be sent. Under the Deliveries tab, you will also see a section on the left-hand side of the screen entitled, Related Actions. From here you can: 1. Send a message 2. Setup a Recurring Delivery 3. Run an A/B Test 4. Refresh the page The Reports Tab Under the Reports tab, you can run various reports about your Campaigns. You can create a new report by clicking on the available reports from the drop-down menu. (Please see the Appendix for the document that explains what each report relates to and how to run each report type) InterChange University 22

24 Creating an Message LO Creating an Message sounds like a fairly straightforward process, right? In LO, sending an Message requires the successful completion of many steps, seven to be exact. Here s what you ll need to do before you ll be ready to send out any Messages for your Campaign. 1. Enter basic message information 2. Set up the Envelope 3. Select Stationery 4. Enter the HTML Content 5. Format Plain Text 6. Send Review 7. Approve the Message 1. To create a new message, click on the Create a new message button under the Messages tab. (You can also create a new message by clicking the same button under the Summary tab) InterChange University 23

25 2. You will now see the list of seven required steps appear in the left-hand side of your screen. Let s take a look at what types of information are required in each step. 1. Enter basic Message Information 2015 InterChange University 24

26 This first step, Message information, is where you will enter in some basic info about this Message. You are only required to enter in a name for the Message but many of the other fields can help you describe this message further. In this step you can: 1. Give your message an internal name 2. Enter a description about this message 3. Select a message type 4. Schedule a tentative delivery date 5. Include this message in a Message List (This option adds the message to the list of messages that can be placed on a web page for visitors of your site to access). Click Next when you are ready to go to the next step or Save to save the information you ve entered but remain on this screen. *=Required Whenever you see a field with an * next to it, it means that the field is required. 2. Set up the Envelope 2015 InterChange University 25

27 An Envelope, in LO is the way the message will appear when the recipient sees the message in his/her inbox. *Notice that most of these fields are ones that will be seen by the public.* Here is where you will enter in: 1. The Sender name: This is the name you d like to display in the From area of your inbox. For Example: From The InterChange Team. 2. The Sender Address: This address states who the is from. *To avoid your mail being categorized as Spam, make sure you use the approved territory@salvationarmyusa.org address. 3. The Reply-To Address: This is the address that replies from recipients will go to. This should be an address with a monitored box. If this field is left blank, it will default to the Sender Address. 4. The Message Subject: This is the subject line of your Status Notifications: Here you can include an address to receive delivery status updates to. *Click Next when you are ready to go to the next step or Save to save the information you ve entered but remain on this screen. Approved Sender Addresses 6. The approved sender addresses are as follows: uss@salvationarmyusa.org (for the 7. Southern territory), use@salvationarmyusa.org (for the Eastern Territory), 8. usn@salvationarmy.org (for the Northern Territory) and usw@salvationarmyusa.org (for the Western Territory). Be careful with personalization Even though you ll see it as an option, an marketing best practice is NOT to personalize the subject line of an . Many spam filters are set to filter out messages with names in the subject lines InterChange University 26

28 3. Select Stationery In the Select Stationery step, you choose a template for your Message. This stationery template determines the elements that display at the top, bottom and sides of your message. TSA will have several pre-made templates here and you ll need to choose the one that fits your needs. Click on the radio button below the stationery you d like to use for your Message and please note that you can Preview the Stationery before you move to the next step. Click Next when you are ready to go to the next step or Save to save the information you ve entered but remain on this screen. Enable Pop-Ups In order for you to be able to preview any messages, stationery, etc. in LO, you must have your pop-up function enabled in your browser. If you disable pop-ups, you ll lose a lot of functionality in this application. Stationery Templates In order for you to be able to choose stationery (a template) for your message, it first must be created with a Stationery tool. If you need to modify stationery, and you do not have the permission to do this, please see your Territorial Media Editor InterChange University 27

29 4. Enter HTML Content In this next step, you will see the WYSIWYG Editor. Here is where you will enter your content (usually by copying and pasting it from a Plain Text program like Notepad) and edit it. Make sure to save your work often. To learn how to use the WYSIWYG Editor, please see the WYSIWYG Manual. You should always Preview your Message to see what it will look like to your recipients. Click Next to continue. Essential Links Your Messages should always contain these three links: 1. The View Message Link: This link allows recipients to view the message on your website. This is particularly helpful for people who have issues with HTML s. 2. The Forward Message Link: This link allows recipients to forward the message to others. 3. An Unsubscribe Link: This link allows recipients to unsubscribe from the associate interest, change preferences or unsubscribe from all ecommunications from The Salvation Army. s cannot be approved and sent unless they have an unsubscribe link. *If you are using the Stationery created for your division of The Salvation Army, these essential links are already built in and you do not have to insert them InterChange University 28

30 5. Format Plain Text Some people are unable to read HTML content in Messages, therefore, this step exists. In the Plain Text Content step, you will format the content you created/edited in the WYSIWYG Editor into Plain Text. You do this by clicking the Convert to Plain Text button. Click Next when you are ready to go to the next step or Save to save the information you ve entered but remain on this screen. Keep updating the Plain Text Editor If you make any changes to your message in the WYSIWYG Editor, you must go back and also update your Plain Text as well. Saved changes in the WYSIWYG Editor do not automatically transfer over to the Plain Text Editor InterChange University 29

31 6. Send Review Messages In the Send Review step, you have many options to help you test out the Message you ve created in the previous steps. Here, you can: 1. Run a spam check report: This checks to see the likelihood of your Message being marked as Spam by the recipients filter. Click Report to view this message s spam report. Any message that gets a rating of 3 or higher will be marked as Spam. Any message that s close to a score of 5 is at-risk for becoming Spam. 2. Test the message: You can make sure your message is going to be displayed correctly by sending your Message to one or more addresses. Enter the addresses into the field and click Send Tests. *This is the best way to test out the formatting and design of a message. 3. Send this message to the Reviewer List: This feature allows you to send this message to the people you ve placed in your Reviewer List so that they can review your message. 4. on Acid (aka Preview across clients): If you d like to see what your Message will look like in different browsers, you can use the on Acid feature. Click the 2015 InterChange University 30

32 checkboxes next to the browsers you d like to test and then click the button. on Acid will then show you how your message will look when viewed in the different browsers you selected (see the picture above). *Please note that on Acid only allows a certain number of tests per month and so you may be limited to how many tests you can run on your Messages.* 7. Approve the Message 1. Before your message can be sent out, it must be submitted for Approval. The Approval process makes sure that your Message has all of the necessary components (ie: an unsubscribe link) before going out to your recipients. Click the Approve button. 2. You will now see a message at the top of your screen telling you whether or not your message was approved InterChange University 31

33 a. If your message was not approved, you will receive an error message explaining what you need to edit in your message in order to get it to the Approved state. (See the screenshot above). Once you fix the error, you can then try to Approve your message again. b. If your message is approved, you will see a message stating its approval (see the screenshot above). You now have the option of setting up delivery of the message or running an A/B effectiveness test on the message. If you d like to schedule/manage this at a later time, you can click the Finish button. This will add your message to the list of messages. c. If you click Next, you will be taken to another screen entitled, Message Variants. From here, you can create a variant of the message for A/B testing InterChange University 32

34 Sending an Message LO Now that you ve worked so hard to create your message and get it approved, it s time to send it out. As with all things in LO regarding , sending an takes several steps as well. To send out an you must: Let s take a look at each step in more detail Select an Approved Message 1. To select your approved message, go to the Deliveries tab. On the left-hand side of the screen, click Send a message. BBLO is on CDT Keep in mind that BBLO is on central time so you ll want to adjust your schedules accordingly InterChange University 33

35 2. Find your message in the message list. In the Actions Column, click Set up Delivery. Configure Delivery 3. Now you will be taken to the Configure Message Delivery Screen. This screen reviews everything you ve chosen thus far about this particular Message, such as its scheduled delivery time, Do Not Groups, etc. If there s anything you need to change, you can do so by clicking on the respective area under Related Actions. For example, if you need to change the group listed as Do Not Groups, you would choose the Select Do Not Groups to edit it InterChange University 34

36 Calculate Audience Recipients 1. Sometimes, numbers in your particular groups (ie: Target) can be misleading. For example, you may have 561 people in your enews Opt-In group, but almost 100 of those group members have addresses that have bounced in the past. So, you may want to confirm how many people will actually be receiving your message. To confirm the intended audience size, click the Calculate Audience Recipients link. 2. Next, click Calculate Audience Recipients. 3. Once the audience calculation is complete, you will be able to see the actual usable audience for your message InterChange University 35

37 4. Once you ve configured everything you need, click the Next button. Send to Delivery Queue You are now ready to send the message to the delivery queue. 5. Click Send. Your message will now be placed in the delivery queue. *If you choose to schedule your message, it will be sent according to the date and time that you chose. If you did not schedule a delivery, the message will be sent as soon as possible. Duplicate Messages Each Message gets its own unique Message ID number. Even if you copy a message, LO will still give it another unique Message ID number. During processing, LO matches each Message ID with each Constituents ID in the target list so that the same message will not be sent to the same constituent more than once. *No constituent will ever receive two copies of the same message, even if the constituent is a member of multiple groups in the Target List and even if the message is sent multiple times InterChange University 36

38 Set Up Recurring Delivery LO There may be times when you would like to set up recurring delivery for your Messages. For example, you may have a Welcome that you send to all new donors and, as more donors are added to a group, you d like to make sure they get the Welcome . Or, you may have a monthly enewsletter that you send out on the first of each month and which you d like to make sure new subscribers get, even if they sign up for it in the middle of the month. 1. To set up a Recurring Delivery, under the Deliveries tab, click Setup a Recurring Delivery. 2. You will now see a list of your messages. Find the message you need, then click Setup in the Actions column InterChange University 37

39 3. Now you will be asked to set up the scheduling pattern to use. You will choose a date and time on which to begin and end the recurring schedule and set up the frequency. Click Next when you are finished. 4. Next, you will need to look over all of the details of the recurring delivery you ve set up. If you need to edit anything in this screen, click on the respectively named area under Related Actions and make your changes. Click the Next button at the bottom of the screen InterChange University 38

40 5. Finally, in order to turn on this recurring delivery, you must enable it. To do this, click the Enable button. 6. You will now see your recurring message appear under the Recurring Delivery List tab. Be careful when setting up recurring delivery Once you set up an message, or messages, for recurring delivery, LO will automate the process as you ve configured it and continue to send out the messages until you set a discontinue date. So be careful when setting up recurring delivery, as it s often a forgotten process that may still need to be managed InterChange University 39

41 Common Delivery Statuses LO Once you send your Message to the Delivery queue, you will see the delivery status of each message in the Status column. Here are some common delivery statuses: Sending Tips 2015 InterChange University 40

42 Setting up Message Variants At times, you may want to change components of your messages, such as the subject line, the stationery, sender name, etc.). These different components are called Message Variants. In LO, the first message you create will be referred to as the original message. Each variation of the original message will be called Message Variant X. Here s how you set up a message variant. After you create an original message 1. When have completed the seven steps required to create an message, you will see an 8 th step listed in the left-hand column of your screen entitled Create a new Variant. (Keep in mind that in LO, each variant is considered its own separate message but is housed under its original message.) After you get your message approved, you can go to this 8 th step to set up variants. Click the hyperlink Create a new Variant. 2. Next, click the button Create a Variant InterChange University 41

43 3. Name your variant, choose whether or not you want to include this message in the publicly viewable list and then click Next. *It s a good idea to use the variant name field to describe the specific variant for the message. 4. Now you will have the opportunity to go and change the parts of this message that you d like to vary. Once you finish and save your variant message, it will be available under its original message. One Variant at a time It s 5. a good idea not to change too many things about your variant messages because, if you do, 6. it will be difficult to figure out which variant affected your data. A best practice is to change only 7. one variant per message. If you have several variants to test, you can create several separate variant messages InterChange University 42

44 5. When you re done setting up and saving your variant message, you will see the number of variant messages appear under their respective original messages in the Messages list. Click Preview. 6. You will now see, and be able to preview, the original message and variants you ve set up InterChange University 43

45 Setting up A/B test 1. If you d like to set up an A/B test after a message has been created, you can do this by first finding the message in the Message List. 2. You can then click the A/B Test hyperlink in the Actions column or click Run an A/B Test under the Related Actions column InterChange University 44

46 3. From here, you can set up a sample percentage or sample number of constituents on which to run an A/B test. Click Next. 4. Review the criteria you ve set up on the review screen. Click Next InterChange University 45

47 4. To start your A/B test, just click the Start button. No A/B testing on recurring delivery If you ve configured a message for recurring delivery, you will not be able to set up different message variants or to run A/B tests on this message InterChange University 46

48 Reports LO There are many places in Luminate Online where you can run reports. In this part of the manual, you will receive an overview of some of the ways in which you can gauge the success, or lack thereof, of your campaigns by running different types of reports. (More, in-depth explanations of how to run various other reports is covered in the Appendix of this manual and in the Reporting Manual.) For a Single Message 1. Click on the Deliveries tab and find the Message you d like to see a report on. Then click Review InterChange University 47

49 2. From this screen, you will be able to review details about the delivery of this Message. You will be able to see many helpful delivery statistics, such as opens, forwards, clickthroughs, hard and soft bounces, etc. For a Single Campaign From the Reports tab for a specific campaign, you can see results about how that particular campaign performed. 1. Once you get to the Home Page, click on the Campaigns tab. Here you will see a list of Campaigns. Find the campaign you d like to run a report on and click Manage InterChange University 48

50 2. From this screen, click on the Reports tab. Here, you will be able to run a report by choosing from the available reports in the Create a new report field drop-down menu. *Please see the Appendix for explanations and examples of these Reports. 3. Once you ve chosen the report you d like to run, click Go InterChange University 49

51 4. Select the messages you d like to run a report on by first clicking on the message to highlight it and then clicking on the Add button. Once your message has been added, you will see it appear in the Your Selections box. When you ve added all of the messages you d like to run reports on, click Next. 5. Enter a report label, if you d like, then click Submit Report InterChange University 50

52 6. You will now be taken back to your list of reports. To view your report, click View in the Actions column. Refresh for Completed Status 7. Once you submit your report, you will see that its status will be listed as Queued. This 8. means it s waiting to run. Click the Refresh this Page button and when you see the status changed to Completed, you will be able to view your report InterChange University 51

53 For Cross-Campaign Reports LO At times, you may want to compare statistical information across campaigns. You can complete cross-campaign level reports from the Reports Tab. 1. From the Home page, click on the Reports tab. Choose the type of report you d like to run from the drop-down menu and then click Go. 2. Select the Campaigns you d like to compare by clicking on the name of the campaign and then clicking on the Add button. You ll see your chosen campaigns appear in the Selected Column. Click Next InterChange University 52

54 3. In this step you can review the campaigns you ve chosen and enter in a report label. Click Submit Report to have LO process this data. 4. You will see your report listed in the list of reports, but the status will be queued. This means LO is processing your information. Click the Refresh this page button InterChange University 53

55 5. You will now see your report appear in the list of reports. Click View to view the results. 6. You will now see the stats to compare and contrast across campaigns InterChange University 54

56 2015 InterChange University 55

57 Job Aids How to Create an Campaign 1. Click on from the navigation tab, then click Campaigns from the drop-down menu. 2. On the Home Page, click the tab Campaigns. 3. Click on the Create a new campaign button. You ll now notice three steps appear on the lefthand side of your screen: Name and Description, Interest Opt-In/Opt-Out and Setup Optional Features. 4. Fill out each of the three steps with the necessary information then click Finish. How to Find an Campaign 1. Click on from the navigation tab, then click Campaigns from the drop-down menu. 2. From the section, click on the Campaigns tab. Go to the Search Field, type in the name of your campaign and click Search. If you do not know the name of the campaign, you can type in part of the name or even one word within the campaign name and LO will present a list of any campaigns that contain those particular search words. 3. You will then see a list of any campaigns that match your search criteria. You ll notice that for each campaign you are able to see: a. The Status of the Campaign (ie: Active or Inactive) b. The Category into which the Campaign was placed upon creation c. The day and time that the Campaign was last modified and by whom How to Add an Audience Group 1. To add a group to your audience, first make sure you are on the correct tab for the list in which you d like to add a group. Then click on the Add group hyperlink. (If you need to copy an audience from another campaign, click on the hyperlink Copy the audience from another campaign.) 2. You will then be taken to a screen entitled Select Groups. You will see a list of group types in which house specific groups. Click on the Group Type name to see the groups that are categorized within it. The names of these groups will appear in the middle column of the screen. 3. Click on the names of any groups you d like to select. You will then see these groups appear 2015 InterChange University 56

58 in the Selected category and you will see the symbol next to the name of any groups you ve selected. When you ve selected all of the groups you need, click Finish. 4. You will now see any groups you ve added appear under their respective tabs. How to Create an Message 1. Go to the tab CampaignsCampaigns. 2. Find the Campaign in which you d like to add a message. Click Manage. 3. To create a new message, click on the Create a new message button under the Messages tab. 4. You will now see the list of seven required steps appear in the left-hand side of your screen. 5. Enter basic information about the message. 6. Set up the Envelope. 7. Choose your Stationery template. 8. Enter content into the HTML Editor, using the WYSIWYG Editor to make changes. 9. Format the content in the HTML Editor into Plain Text. 10. Send your Review Messages/ on Acid Preview. 11. Approve the Message. How to Send an Message 1. Go to the tab CampaignsCampaigns. 2. Find the Campaign in which you d like to send a message. Click Manage. 3. To select your approved message, go to the Deliveries tab. On the left-hand side of the screen, click Send a message. 4. Find your message in the message list. In the Actions Column, click Set up Delivery. 5. Now you will be taken to the Configure Message Delivery Screen. Edit as needed. 6. If you need to calculate audience recipients, click Calculate Audience Recipients, then click the Calculate Audience Recipients button. Click Next. 7. Click Send. Your message will now be placed in the delivery queue. **If you choose to schedule your message, it will be sent according to the date and time that you chose. If you did schedule a delivery, the message will be sent as soon as possible InterChange University 57

59 How to Set up Recurring Delivery 1. Go to the tab CampaignsCampaigns. 2. Find the Campaign in which you d like to send a message. Click Manage. 3. To select your approved message, go to the Deliveries tab. On the left-hand side of the screen, click Setup Recurring Delivery. 4. You will now see a list of your messages. Find the message you need, then click Setup in the Actions column. 5. Now you will be asked to set up the scheduling pattern to use. You will choose a date and time on which to begin and end the recurring schedule and set up the frequency. Click Next when you are finished 6. Next, you will need to look over all of the details of the recurring delivery you ve set up. If you need to edit anything in this screen, click on the respectively named area under Related Actions and make your changes. Click the Next button at the bottom of the screen. 7. Finally, in order to turn on this recurring delivery, you must enable it. To do this, click the Enable button. 8. You will now see your recurring message appear under the Recurring Delivery List tab. How to Run a report for a Single Message 1. Go to Campaigns. 2. Find the Campaign in which you sent the message. Click Manage. 3. Click on the Deliveries tab and find the Message you d like to see a report on. Then click Review. 4. From this screen, you will be able to review details about the delivery of this Message. You will be able to see many helpful delivery statistics, such as opens, forwards, Click-Throughs, hard and soft bounces, etc. How to Run a report for a Single Campaign 1. Go to Campaigns. 2. Click on the Campaigns tab. Here you will see a list of Campaigns. Find the campaign you d like to run a report on and click Manage. 3. From this screen, click on the Reports tab. Here, you will be able to run a report by choosing from the available reports in the Create a new report field drop-down menu. 4. Once you ve chosen the report you d like to run, click Go InterChange University 58

60 5. Select the messages you d like to run a report on by first clicking on the message to highlight it and then clicking on the Add button. Once your message has been added, you will see it appear in the Your Selections box. When you ve added all of the messages you d like to run reports on, click Next. 6. Enter a report label, if you d like, then click Submit Report. 7. You will now be taken back to your list of reports. To view your report, click View in the Actions column. How to Run Cross-Campaign reports 1. Go to Campaigns. 2. Click on the Reports tab. Choose the type of report you d like to run from the drop-down menu and then click Go. 3. Select the campaigns you d like to compare and click Next. 4. Review your report, select a report label (if applicable), then click Submit Report. 5. You will now see your report appear in the list of reports. Click the Refresh this page button. 6. Click View to view the results of your report. 7. You will now see the stats to compare and contrast across campaigns InterChange University 59

61 Appendix Single Campaign Reports- Module There are 14 possible reports that one can run in the Module on Single Campaigns. Each of these reports is explained below, including what the columns in the reports refer to, a visual example of each report and a job aid on how to run the report. Group Performance Report The Group Performance Report compares statistics for each group of constituents to which the messages for an campaign were sent. For each group, you can see the number of messages that were sent, the number that were delivered or bounced, the number of delivered messages that were opened, and the actions taken within the message. This report uses summary data automatically updated and rolled up every 4 hours for each delivery sent within the last 7 days. Use the Group Performance Report to show the number of messages that: Were sent to constituents Were not received by recipients due to hard bounces, such as bad addresses Were not received by recipients due to soft bounce temporary conditions, such as full mailboxes, ISPs that were unable to accept at the time, and so on. Were successfully delivered to constituents Were opened by constituents Constituents used the links in to click-through to reach the target purpose of the Constituents took action on Constituents forwarded to others via clicking the Tell-a-friend component Constituents clicked unsubscribed and removed themselves from the list 2015 InterChange University 60

62 The Group Performance Report columns are explained in the chart below: Group Performance Report Example: To run the Campaign Group Performance Report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Group Performance Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 61

63 Message Performance Report LO The Message Performance Report compares statistics for each message sent within an campaign. This report uses summary data automatically updated and rolled up every 4 hours for each delivery sent within the last 7 days. Use the Message Performance Report to show the number of messages that: Were sent to constituents Were not received by recipients due to hard bounces, such as bad addresses Were not received by recipients due to soft bounce temporary conditions, such as full mailboxes, ISPs that were unable to accept at the time, and so on. Were successfully delivered to constituents Were opened by constituents Constituents used the links in to click through to reach the target purpose of the Constituents took action on Constituents forwarded to others via clicking the Tell-a-friend component Constituents clicked unsubscribed to remove themselves from the list The Message Performance Report columns are explained in the chart below: 2015 InterChange University 62

64 Message Performance Report Example: To run the Campaign Message Performance report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Message Performance Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 63

65 Variant Performance Report LO The Variant Performance Report lists, for each variant of the message, the delivery statistics as well as the number of messages opened, the number of click-throughs, and other actions that were taken in the message. This report uses summary data automatically updated and rolled up every 4 hours for each delivery sent within the last 7 days. Use the Variant Performance Report to show the number of each variant that: Were sent to constituents Were not received by recipients due to hard bounces, such as bad addresses Were not received by recipients due to soft bounce temporary conditions, such as full mailboxes, ISPs that were unable to accept at the time, and so on. Were successfully delivered to constituents Were opened by constituents Constituents used the links in to click through to reach the target purpose of the Constituents took action on Constituents forwarded to others via clicking the Tell-a-friend component Constituents clicked the Unsubscribe link in to remove themselves from the list The Variant Performance Report columns are explained in the chart below: 2015 InterChange University 64

66 Variant Performance Report Example: To run the Campaign Variant Performance report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Variant Performance Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 65

67 Variant Response Summary Report LO The Response Summary Report show many constituents took actions (such as, made a donation, purchased a ticket, and so on) within each message variant. Use the Variant Response Summary Report to show for a selected message: Name of each variant message Number of each variant message that was sent Number of constituents who, as a result of clicking a link in the variant message: Registered with the site Registered with a TeamRaiser Registered for an event that required an RSVP Purchased a ticket for an event Sent an advocacy alert Made an online donation Submitted an online survey Total amount of donations made by constituents who clicked a donation link in the variant message The Variant Response Summary Report columns are explained in the chart below: 2015 InterChange University 66

68 Variant Performance Report Example: To run the Campaign Variant Response Summary report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Variant Response Summary Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display. Message Open Report The Message Open Report shows the constituents who opened each message. Use the Message Open Report to show the: First and last name of each constituent who received and opened the message address of each constituent who received and opened the message Number of messages that each constituent received Number of the received messages that each constituent opened 2015 InterChange University 67

69 The Message Open Report columns are explained in the chart below: Message Open Report Example: To run the Campaign Message Open report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Message Open Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 68

70 Click-Through Details Report LO The Click-Through Details Report shows the constituents who have clicked links within an message and identifies the links clicked. Use the Click-Through Details Report to show the: First and last name of each constituent who clicked a link in the message address of each constituent who clicked a link in the message Date on which the constituent clicked the link URL, or web page address, of the link that the constituent clicked The Click-Through Details Report columns are explained in the chart below: Click-Through Details Report Example: 2015 InterChange University 69

71 To run the Campaign Click-Through Details report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Click-Through Details Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display. Click-Through Summary Report The Click-Through Summary Report shows information about the click-through links and forwarded click-throughs used by each recipient for each message. Use the Click-through Summary Report to show the: Name of each message URL, or web page address, that the constituent clicked Number of times the link was clicked Number of times the link was forwarded The Click-Through Summary Report columns are explained in the chart below: 2015 InterChange University 70

72 Click-Through Summary Report Example: To run the Campaign Click-Through Summary report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Click-Through Summary Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 71

73 Response Summary Report LO The Response Summary Report shows how many constituents took actions within a selected message (such as, made donations, purchased tickets, and so on). Use the Response Summary Report to show the: Name of each message Number of each message that was sent Number of constituents who, as a result of clicking a link in the message: Registered with the site Registered with a TeamRaiser Registered for an event that required an RSVP Purchased a ticket for an event Sent an advocacy alert Made an online donation Submitted an online survey Total amount of donations made by constituents who clicked a donation link in the message The Response Summary Report columns are explained in the chart below: 2015 InterChange University 72

74 Response Summary Report Example: To run the Campaign Response Summary report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Response Summary Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 73

75 Response Details Report LO The Response Details Report shows each recipient who performed an action in response to a selected message and the response action. Use the Response Details Report to show the: Name of each message First and last name of each constituent who responded to the message address of each constituent who responded to the message Date on which the constituent responded Responses made to the original or to a forwarded Type of response (such as Donation) made by the constituent Subject line on the message Amount of money donated, if the response was a donation The Response Details Report columns are explained in the chart below: Response Details Report Example: 2015 InterChange University 74

76 To run the Campaign Response Details report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Response Details Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display. Unsubscribe Details Report The Unsubscribe Details Report shows the constituents who have unsubscribed from receiving future s. Use the Unsubscribe Details Report to show the: First and last names of each constituent who clicked the Unsubscribe link in the message address of the each constituents who clicked the Unsubscribe link Name of each message Change made as a result of answering the unsubscribe request Effective date of the unsubscribe The Unsubscribe Details Report columns are explained in the chart below: 2015 InterChange University 75

77 Unsubscribe Details Report Example: To run the Campaign Unsubscribe Details report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Unsubscribe Details Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 76

78 Hard Bounce Report LO The Hard Bounce Report lists the address and personal information of the intended recipient of each message bounced because of an invalid address. By default, when the mail server returns a hard-bounced , the system typically attempts to send it one more time before the address is marked and counted as a Hard Bounce. Use the Hard Bounce Report to: Show the address of the intended recipient of an message Show the personal information of the intended recipient, including: First Name Last Name Street Address City State or Province ZIP code Country Phone Number The Hard Bounce Report columns are explained in the chart below: 2015 InterChange University 77

79 Hard Bounce Report Example: To run the Campaign Hard Bounce report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Hard Bounce Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 78

80 Soft Bounce Report LO The Soft Bounce Report lists the address and personal information of the intended recipients of each message soft bounced due to a temporary condition (such as recipient s mailbox is full, recipient s ISP is unable to accept at this time, and so on). Although the mail server (not the application) determines the number of attempts that it will make to send soft bounced s, the mail server does notify the application each time a unique is soft bounced so it can count it as a soft bounce. Use the Soft Bounce Report to: Show the address of the intended recipient of an message Show the personal information of the intended recipient, including: First Name Last Name Street Address City State or Province ZIP code Country Phone Number The Soft Bounce Report columns are explained in the chart below: 2015 InterChange University 79

81 Soft Bounce Report Example: To run the Campaign Soft Bounce report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. Click Manage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Reports tab. Reports page displays. 5. Select the Soft Bounce Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display. Message Open Summary by Device Report Check whether your readers are opening messages on a mobile device by running the Message Open Summary by Device report. Use these results to consider tailoring your messages to be mobile friendly so they render well on certain devices. Data in this report is based on opens for a specific message of your campaign. Use this report to show: Device type on which the campaign message was opened Operating system of the devices that opened the campaign message Number of opens for the message 2015 InterChange University 80

82 The Message Open Summary by Device Report columns are explained in the chart below: Message Open Summary by Device Report Example: 2015 InterChange University 81

83 To run the Message Open Summary by Device Report: 1. From the top of an Admin page, click > Campaigns > Campaigns > Manage > Reports (tab). 2. For Create a New Report, select Message Open Summary by Device. 3. Click Go. 4. Choose a sent message from the left selector list and move it to the right selector list. 5. Click Next. 6. On the Submit Report page: 7. Review the selected message. 8. (Optional) Enter a label for the report. 9. Click Submit Report. 10. On the Reports List page, after the report runs, click View. Delivery Recipient Report The Delivery Recipient Report lists the names and addresses of the constituents to whom a specific message was delivered within an campaign. You can use this information to create a group that contains these constituents, or add them to an existing group. Use the Delivery Recipient Report to: Show the names of the constituents to whom a specific message was delivered Show the addresses of the constituents to whom a specific message was delivered Add constituents to a specific user group or create a new group containing these constituents The Delivery Recipient Report columns are explained in the chart below: 2015 InterChange University 82

84 Delivery Recipient Report Example: To run the Delivery Recipient report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Campaigns tab. The campaigns list displays. 3. ClickManage in the Actions column for the appropriate campaign. The campaign summary page displays. 4. Click the Deliveries tab. 5. Select the Delivery Recipient Report from the Create a new report list and click Go. The group selection page displays. 6. Select the groups to compare and click Next. The Select Message options display. 7. Click Report in the Actions column. The Submit Report page displays. 8. Enter a name for the report and click Submit the Report. The Reports page displays. 9. Click Refresh this page and wait until the system changes the Status to Completed. 10. Click View in the Action column. The report results display InterChange University 83

85 Cross-Campaign Reports- Module Each of the seven possible reports that one can across Campaigns run in the Module is explained below, including what the columns in the reports refer to, a visual example of each report and a job aid on how to run the report. Campaign Performance Report The Cross Campaign Performance Report compares the number of messages sent, the number that were delivered or bounced, the number of delivered messages that were opened, the number of click-throughs, and the actions taken within the message for the selected campaigns. It uses summary data automatically updated and rolled up every 4 hours for each delivery sent within the last 7 days. The Cross Campaign Performance Report tallies the number of messages that: Were sent to constituents Were not received by recipients due to hard bounces, such as bad addresses Were not received by recipients due to soft bounce temporary conditions, such as full mailboxes, ISPs that were unable to accept at the time, and so on. Were successfully delivered to constituents Were opened by constituents Had click-through links that the constituents could use to reach the target purpose of the Had other actions that the constituents could take Constituents forwarded to others via clicking the Tell-a-friend component Constituents clicked unsubscribed and removed themselves from the list 2015 InterChange University 84

86 The Campaign Performance Report columns are explained in the chart below: Campaign Performance Report Example: To run the Cross Campaign Performance Report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Campaign Performance Report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display InterChange University 85

87 Campaign Open Report: LO The Cross Campaign Open Report shows the names of the constituents who were sent messages for each campaign, their addresses, the number of messages they received, and the number that they opened. Use the Cross Campaign Open Report to show the: Constituents who were sent messages addresses to which messages were sent Number of messages each constituent received Number of messages each constituent opened The Campaign Open Report columns are explained in the chart below: Campaign Open Report Example: 2015 InterChange University 86

88 To run the Cross Campaign Open Report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Campaign Open Report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display. Click-Through Details Report: The Cross Campaign Click-Through Details Report shows the constituents who have clicked links within messages sent from selected campaigns, the names of the messages, when the links were clicked, and the URL behind the link. (For more information on analyzing click-through reports, see Understanding Report Click- Through Numbers in the Help section of Luminate Online). Use the Cross Campaign Click-Through Details Report to show the: Number of constituents who clicked links in campaign messages Name of each constituent who clicked at least one link in a message address of each constituent who clicked a link in a message Date and time when constituents clicked the links URL, or web page address, of the links that constituents clicked The Click-Through Details Report columns are explained in the chart below: 2015 InterChange University 87

89 Click-Through Details Report Example: To run the Cross-Campaign Click-Through Details Report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Click-Through Details Report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display InterChange University 88

90 Click-Through Summary Report: LO The Cross Campaign Click-Through Summary Report shows the link click-throughs and forwarded click-throughs that constituents made in messages within the campaigns. Use the Cross Campaign Click-Through Summary Report to show the: campaigns with messages that constituents clicked Name of each message in which a constituent clicked a link Link URL, or web page address, that the constituent clicked Number of times the link was clicked Number of times the link was forwarded The Click-Through Summary Report columns are explained in the chart below: Click-Through Summary Report Example 2015 InterChange University 89

91 To run the Cross Campaign Click-Through Summary Report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Click-Through Summary Report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display. Campaign Response Summary Report: The Cross Campaign Response Summary Report show how many constituents took actions within a selected message (such as, made a donation, purchased a ticket, and so on). Use the Cross Campaign Response Summary Report to show the: Name of each message Number of each message that was sent Number of constituents who, as a result of clicking a link in the message: Registered with the site Registered with a TeamRaiser Registered for an event that required an RSVP Purchased a ticket for an event Made an online donation Submitted an online survey Total amount of donations made by constituents who clicked a donation link in the message 2015 InterChange University 90

92 The Campaign Response Summary Report columns are explained in the chart below: Campaign Response Summary Report Example: To run the Cross Campaign Response Summary report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Campaign Response Summary report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display InterChange University 91

93 Campaign Response Details Report: The Cross Campaign Response Details Report shows each recipient who performed an action in response to messages within selected campaigns and the response action. Use the Cross Campaign Response Details Report to show the: Name of each selected campaign Name of messages in which constituents took an action First and last name of each constituent who responded to the message address of each constituent who responded to the message Date on which the constituent responded Responses made to the original or to a forwarded Type of response (such as Donation) made by the constituent Subject line on the message Amount of money donated, if the response was a donation The Campaign Response Summary Report columns are explained in the chart below: 2015 InterChange University 92

94 Campaign Response Details Report Example: To run the Cross Campaign Response Details report: 1. Click > Campaigns. The Campaign home page displays. 2. Click the Reports tab. The Reports page displays. 3. Select the Campaign Response Details report from the Create a new report list and click Go. The Campaign Selection page displays. 4. Select the campaigns to compare and add them to the Your Selections list and click Next. The Submit Report options display. 5. Enter a name for the report and click Submit the Report. The Reports page displays. 6. Click Refresh this page and wait until the system changes the Status to Completed. 7. Click View in the Action column. The Report Results display InterChange University 93

95 Unsubscribe Details Report: LO The Unsubscribe Details Report shows the constituents from one or more campaigns who have unsubscribed from receiving future s.using the Unsubscribe Details Report Use the Unsubscribe Details Report to show the: First and last names of each constituent who clicked the Unsubscribe link in a campaign message address of each constituent who clicked the Unsubscribe link Name of each campaign Change made as a result of answering the unsubscribe request Effective date of the unsubscribe The Unsubscribe Details Report columns are explained in the chart below: Unsubscribe Details Response Report Example: 2015 InterChange University 94