Automated Responses

BUILDING A REPORT IN MAUTIC

Reports are very valuable as they can not only be used to analyze the performance of your different marketing channels but also allow you to understand more functional information like seeing which emails have been queued or which segments contacts are associated with.

Users can find all reporting views within the Reports section of the platform. Some data sources within reports will provide a high-level summary of the data while others provide a more granular view of contact behavior that includes your custom fields and values.

For example, there are 10 data sources within the reports. A channel within the data source that has two options like, “Emails” and “Emails Sent”, will offer two different views. The top data source, (ex. “Emails”) will display a high-level view of the data while the bottom data source (ex. “Emails Sent”) will be more granular.

Review the instructions below to build 3 sample reports:

Emails Sent Report

This report is used to review your sent emails at a granular view. By pulling data in from the “Emails Sent” data source, you’ll be able to see which contacts received, opened and clicked your different emails. To create the report, follow the instructions below:

  1. Click on the “Reports” section of the platform
  2. Click “New” and name your report
  3. Select the “Emails Sent” data source
  4. Click on the Data tab to add columns to your report. The most common columns that users add are:
    1. ID (which is the email ID)
    2. Name (which is the email name)
    3. Contact First Name
    4. Contact Last Name
    5. Contact email
    6. Read
    7. Clicks
    8. Unique Clicks
    9. Unsubscribes
  5. We recommend adding in a blank filter for the email name or ID. Then setting the “Dynamic” slider to “Yes:. This will allow you to toggle easily in the report to review different emails.  (see image below)
  6.  Save and Close
  7. From here, you can filter the report by expanding the “filters” section in the reports page or you can export the report to CSV, HTML or Excel.

We recommend using the UI to review your data, but if you’re looking to manipulate the data by creating graphs or pivot tables then we recommend exporting your report to excel to perform those functions.

Follow the same instructions above to create a similar report for Form Submissions, Mobile Notifications Sent or Page Hits.

Messages Queued Report

This report will display all emails that are queued up to be sent due to the Frequency rule setting you have configured under the Configuration tab. To create the Message Queued report, follow the instructions below:

  1. Click on the “Reports” section of the platform
  2. Click “New” and name your report
  3. Select the “Message Queued” data source
  4. Click on the Data tab to add columns to your report. The most common columns that users add are:
    1. Message Channel
    2. Message ID
    3. Contact email
    4. Contact ID
    5. Contact First Name
    6. Contact Last Name
    7. Last Attempt Date
    8. Total Attempts
    9. Scheduled Date
    10. Status
    11. Success
  5. Save and Close
  6. The Contact ID will be clickable, so you can go into the contact timeline to view the contact details. Additionally, you can filter the report by expanding the “filters” section on the report page or you can export the report to CSV, HTML or Excel.

We recommend using the UI to review your data, but if you’re looking to manipulate the data by creating graphs or pivot tables then we recommend exporting your report to excel to perform those functions.

Segment Membership Report

This report will display all contacts that have been added to a segment and how they were added or removed from a segment.  To create the report, follow the instructions below:

  1. Click on the “Reports” section of the platform
  2. Click “New” and name your report
  3. Select the “Segment Membership” data source
  4. Click on the Data tab to add columns to your report. The most common columns that users add are:
    1. Contact ID
    2. Email
    3. First Name
    4. Last Name
    5. ID (this will be ID of the segment)
    6. Name (this will be Name of the segment)
    7. Manually Added
    8. Manually Removed
  5. We recommend adding a filter for the Segment you’d like to review (see screenshot below)
  6. Save and Close
  7. From here, you can filter the report by expanding the “filters” section on the report page or you can export the report to CSV, HTML or Excel.

We recommend using the UI to review your data, but if you’re looking to manipulate the data by creating graphs or pivot tables then we recommend exporting your report to excel to perform those functions.