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What's the best way for a 1:M CSM to communicate bounces from Copilot to her marketing team for ongo
What's the best way for a 1:M CSM to communicate bounces from Copilot to her marketing team for ongoing contact maintenance? Right now, we're discussing a Reports 2.0 on the 'email log' object that is put on a GS dashboard/layout & emailed once a month. But tables of data emailed via dashboards in a Powerpoint is not ideal -- it's difficult to read and work with. Other suggestions?
Best answer by steve_davis
Elaine,
It may require just a bit of extra work, but I would suggest building your report off email logs and exporting that out as an excel file or export out a report that can then be forwarded over to that user for ongoing maintenance.
Show Me: Account Name, Contact Name, Batch Name, Triggered Date, Hard Bounce, Soft Bounce, Event Message
Filter: Hard Bounce = 1, Can also add a date filter if they want to review weekly/monthly
Any other questions about this?
Thanks,
Steve
It may require just a bit of extra work, but I would suggest building your report off email logs and exporting that out as an excel file or export out a report that can then be forwarded over to that user for ongoing maintenance.
Show Me: Account Name, Contact Name, Batch Name, Triggered Date, Hard Bounce, Soft Bounce, Event Message
Filter: Hard Bounce = 1, Can also add a date filter if they want to review weekly/monthly
Any other questions about this?
Thanks,
Steve
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