Email Communication Reporting and Tracking in Shape
Reporting and Analytics
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Email Communication Reporting and Tracking in Shape
Shape includes built-in tools to help you track how your email communication performs, from individual engagement on records to full campaign-level reporting. This video highlights where to find email activity, how to review bulk email results, and how to analyze engagement so you can measure effectiveness and optimize outreach.
Viewing Email Engagement in List Views
List views in Shape allow you to quickly see email engagement at a glance. You can add columns like last email sent, last email opened, and last email click date to understand how contacts are interacting with your outreach. This makes it easy to filter and prioritize records based on recent engagement without opening individual records.
Reviewing Bulk Email Reports
When you send a bulk email, Shape automatically tracks its performance in the Bulk Email Report. This report shows when the email was initiated and scheduled, who sent it, and how it performed overall. You can review totals such as:
- Sent
- Delivered
- Failed
- On hold
- Processed
This gives you a high-level snapshot of how each bulk email campaign performed.
Drilling Into Email Performance Details
For deeper insight, Shape provides detailed email performance reports. These reports allow you to filter by delivery status, engagement type, or method so you can see exactly which emails were opened, clicked, bounced, or failed. This level of detail helps you identify trends and understand how recipients are responding to your messaging.
Why This Video Matters
Email tracking and reporting give you visibility into what’s working and what isn’t. By using list views and reports together, you can measure engagement, improve messaging, and make smarter decisions about future campaigns without guesswork.
