CRM

Zapo
Participant

Filter for Unopened Marketing Emails

SOLVE

How do I create a filter for people who did not open a marketing email? 

0 Upvotes
2 Accepted solutions
StefaniUAT
Solution
Key Advisor

Filter for Unopened Marketing Emails

SOLVE

Hello, you can do this through contacts > lists > contact list > marketing email > choose specific email > contact received email but did not open it. Example below.

marketing email.png

 

If you want to pull a list based on contacts who have never opened an email, you can pull that by contacts > lists > contact property > first marketing email open date is unknown. There are actually a lot of options for this. See below.

2.png

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

View solution in original post

StefaniUAT
Solution
Key Advisor

Filter for Unopened Marketing Emails

SOLVE

Zapo,

 

You can do either. You can bulk enroll the list in sequences if you want several consecutive emails to be triggered and no personalization. However, if the list is small enough and the intent is to be personal, I personally would first create a base template in the (sales) template to work from - including personalized tokens, CTA, etc. Then from the list, right-click to open the record, click send email on the top left, and choose the base template you made. From there, you can have the same basic information but edit it before sending to add that special, personal touch - while saving lots of time. 

 

Say a week later you want to see who opened neither the first email nor the one-off, or maybe just the second, personalized email. You can pull a list with the parameters above and OR filters. If they opened the second and not the first, maybe they are more likely to respond with personalized emails. If they opened neither...maybe try automating a task to reach out via phone or text to see if you can grab their attention through another line of communication.

 

Somehow this turned into a marketing pitch, lol my apologies. Let me know if I can be of any more help with the list parameters! If you would like some ideas with reporting, lists, and best practices we've picked up along the way, feel free to reach out at any time!

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

View solution in original post

3 Replies 3
StefaniUAT
Solution
Key Advisor

Filter for Unopened Marketing Emails

SOLVE

Hello, you can do this through contacts > lists > contact list > marketing email > choose specific email > contact received email but did not open it. Example below.

marketing email.png

 

If you want to pull a list based on contacts who have never opened an email, you can pull that by contacts > lists > contact property > first marketing email open date is unknown. There are actually a lot of options for this. See below.

2.png

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
Zapo
Participant

Filter for Unopened Marketing Emails

SOLVE

Thank you, this is great. If we want to send this list a follow up personal email do we have to use a sequence? Or can we use a one off email? 

0 Upvotes
StefaniUAT
Solution
Key Advisor

Filter for Unopened Marketing Emails

SOLVE

Zapo,

 

You can do either. You can bulk enroll the list in sequences if you want several consecutive emails to be triggered and no personalization. However, if the list is small enough and the intent is to be personal, I personally would first create a base template in the (sales) template to work from - including personalized tokens, CTA, etc. Then from the list, right-click to open the record, click send email on the top left, and choose the base template you made. From there, you can have the same basic information but edit it before sending to add that special, personal touch - while saving lots of time. 

 

Say a week later you want to see who opened neither the first email nor the one-off, or maybe just the second, personalized email. You can pull a list with the parameters above and OR filters. If they opened the second and not the first, maybe they are more likely to respond with personalized emails. If they opened neither...maybe try automating a task to reach out via phone or text to see if you can grab their attention through another line of communication.

 

Somehow this turned into a marketing pitch, lol my apologies. Let me know if I can be of any more help with the list parameters! If you would like some ideas with reporting, lists, and best practices we've picked up along the way, feel free to reach out at any time!

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect