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elaine_cleary
elaine_cleary
Helper ⭐️⭐️
June 5, 2016
Solved

What's the best way for a 1:M CSM to communicate bounces from Copilot to her marketing team for ongo

  • June 5, 2016
  • 11 replies
  • 18 views
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 

      11 replies

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      sundar
      sundar
      Expert ⭐️
      June 9, 2016
      This will not work. From Rules, we can put in the Contact name / email address of the bounced contact only in CTA name or Chatter comments, neither of this gets sync'd to SF.
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