Paul J Da Costa Asked:
- I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything.
- My dashboard has the funnel picture and info. I have seen other dashboards with columns that say prospect, appointment, and other things. How do I get that info?
The Answer
1. Viewing Bulk Email Open Stats:
To see how many emails were opened from your bulk email action:
- Go to the Contacts Section:
- Navigate to Contacts > Contact Requests in Agent CRM.
- Filter for Completed Bulk Actions:
- Select Bulk Actions at the top.
- Use the filter in the top right corner and set it to Completed.
- View Stats:
- Next to the bulk action you want to check, click Show Stats.
- You’ll see detailed information, including:
- Emails Delivered
- Opened
- Clicked
- Bounced
2. Adjusting Your Dashboard to Show Additional Information:
The default dashboard displays funnel stats, but you can view other details like appointments and tasks in their respective tabs:
- Appointments:
- Navigate to Scheduling to view appointment details.
- Customizing Your Dashboard:
- If you’d like to see more personalized data on your dashboard, consider reaching out to Agent CRM support for customization options.
Additional Resources
For more guidance on email stats and dashboard features, explore:
- Blog Post: Maximizing Your Direct Email Campaigns
- Blog Post: Drip Email Campaigns for Insurance Agents
Watch and Learn
For a visual walkthrough of Agent CRM, check out:
