Account level email insights?

Hi,

You can try 250ok, it provides a very large amount of information.

Hi Angela,

There's a few different ways to approach this issue:

The simplest would be to make sure all of your relevant sends are associated to Campaigns in Salesforce with Campaign Member statuses for each major milestone (Sent, Delivered, Opened, Clicked, Unsubscribed, etc.) and then run a Campaigns with Campaign Members report where you filter for Email Campaigns and group by Company Name/Account. If you need more detailed drilldown, your best bet would be to export all email-related activities via API into a database and query against it, as this will capture all email activities that are part of programs/campaigns or not. That would then give you the ability to pivot against Account or any other groupings you'd want to do.

For Account-level engagement scoring, there's typically a lot to digest in terms of what you want to do, including weighting engagement by role, types of engagement and delineating engagements with different offerings to be tracked per-account—it's usually a process in and of itself to figure out what works best for you and your company the same way record-based scoring is.