We added to our R360 view, reports that show the automated mailings so the CSM can check upon need. One report show the overall account receptiveness and the other is reader-specific. For example
1st report shows for the account
Email title - # sent to - #u opens - #u clicks - # unsubscribe - etc.
2nd report shows for the account
Email address - template name - triggered date - opened date - etc.
Resurfacing. We have specific emails that are just easier to send via JO rather than playbooks but we need them to count towards CSM activities (these are a KPI) since they are preparing the participants to begin with. They can only count if they appear on the timeline. I understand that this may not be the case for many, if not most, JOs, but, as
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