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Sequece report - Contacts enrolled designation and country
Hi all, I have to share the report with my Management on the designation our team enrolled in the sequence with respect to country along with company names. Can any one help on that.
Sequece report - Contacts enrolled designation and country
I don't think you can actually do that with reporting. Unfortunately sales activities - both sequences and email templates - don't really have any good way to do reporting beyond rolled all the way up to the sequence/template itself.
What I find works decently well, but is a massive PITA to implement, is to have separate sequences for the specific firmographic or demographic data points you want to report by. So if you want to know how people in a particular country are interacting with a sequence or template, you build a specific one for only them - like having "Sequence 1 - Canada" and "Sequence 1 - Romania" and whatnot.
The other way I've tried to do it is with custom properties - for example I have a custom property called Sales Email Engagement Status which is tied to a few automation Workflows - so if Recent Sales Email Open Date is known, and Sales Email Engagement Status is none of Opened, Clicked, or Installed, then set Sales Email Engagement Status as Opened, and so on. Then you can create a custom report with Country and the Status to see a snapshot of each country's engagements.
I've been pushing internally at Demand Sage to try and come up with a solution using our own platform, but it's still a ways away, I think.
Sequece report - Contacts enrolled designation and country
Good Day Jess,
Thanks for replying to my query and apologies for delayed reponse.
My business head whats to know the number of business stakeholders and number of Information technology heads I enrolled in the sequence (I can get a combined number but to segregate i need to manually do lot of task.
Please see the sample report that I am supposed to share.
Sr. No.
Start Date
Campaign Name
Owner
Vertical
Target Audience
No. of Accounts
No. of Business Sponsors
No. of IT Heads
No. of Contacts
No. of Leads
1
21st April
xxxxx
xxxx
All
Business Sponsors- Purchase/Contracts/Procurement Head