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Anonymous
October 13, 2016
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Report to see which emails each lead in an engagement program have received

Is there a report or any other way to see which emails each lead in an engagement program has received?

Thanks!

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Frank_Breen2
Frank_Breen2Accepted solution
Level 8
November 4, 2016

I don't think there is an out of the box solution, one way I do it is via a Smart List, my setup looks something like:

Basically I add Member of Engagement Program and put my Program and Stream (not required but will make list faster) in, then use Was Sent Email (Was Delivered Email works too and could be stronger), repeat for each Email, this will report on what leads was sent each email.

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2 replies

Frank_Breen2
Frank_Breen2Accepted solution
Level 8
November 4, 2016

I don't think there is an out of the box solution, one way I do it is via a Smart List, my setup looks something like:

Basically I add Member of Engagement Program and put my Program and Stream (not required but will make list faster) in, then use Was Sent Email (Was Delivered Email works too and could be stronger), repeat for each Email, this will report on what leads was sent each email.

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Devraj_Grewal
Devraj_Grewal
Level 10
November 4, 2016

Frank's solution will work great to show you a list of leads that have been sent a specific email. But if you would like to see which emails a specific lead has received then you can navigate to the Lead Details > Activity Log > click the "Email" filter" and search for that engagement program. This allows you to see which emails a specific lead has received.

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