Use Case: Creating an Unopened Email Report

Overview

The following use case demonstrates using a custom report to find which email recipients did not open an email.

Steps to Complete

To create the report:

1. Navigate to Create > Report > Advanced Report Builder.
   
2. Set your parameters as follows:
   • Select Data Source: Standard Views
   • Table/View: viewAccountContactCampaign
   • Report Type: Tabular
   • Report Name: Unopened Emails: CampainID# (add the CampaignID# for which you are creating this report).
   • Report Description: Your preferred descriptor for this report.
   • Shared Report: Select this option if you want this report to be visible to other users.
   • Report Folder: Your preferred location for storing the report.
     
3. Click the Create Report button. The Report Details page opens.
   
4. On the Columns tab, click the Add button. Select the following columns, and then click the Save button: Contacts.FirstName, Contacts.LastName, Contacts.Email, and Contacts.ID.
   
5. On the Filters tab, click the New button. For this report, you need two filters. Set up the first filter to pull data from the specific campaign using the ID you provide:
   
   • Column Name: CampaignerActual.CampaignerID
   • Operator: Equals
   • Column Value: The CampaignID#
   • Row Logic: AND
   • Group Number: 1
     
6. Set up the second filter to pull only those contacts who did not open the email from the above-specified email campaign. The column value '0' is used to represent not-opened emails and '1' represents opened emails:
   • Column Name: CampaignerActual.opened
   • Operator: Equals
   • Column Value: 0
     
7. Click the Save Report button in the upper right-hand corner.
8. Hover over the Report Options button, and then select your desired report type.
   

You can also use this report for any Email Campaign by making a copy of the report and changing the CampaignID# in the CampaignerActual.CampaignerID filter in Step 5.