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Frequently Asked Questions aero-right Organization Settings Records aero-right How do I view Benchmark Email reports in my CRM account?

How do I view Benchmark Email reports in my CRM account?

Organization Settings Records Updated on August 6, 2018

Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email.
To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Select the name of the Contact/Lead you would like to see the report for.
  4. Scroll to the bottom of the page and click on the Email Marketing tab.

Here you can view:

  • Email Campaign
  • Subject Line
  • Send Datetime
  • Status
  • Clicks

 

Note: This information will be available for 90 days in the CRM under the Email Marketing tab. After the 90 days, you will be able to review this information in your Benchmark Email Reports.

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.

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