Report Builder - Messages

A Messages type custom report will output a list of email or SMS messages, each on their own row. The messages report also include subcategories of Messages, and Message links

Messages

After selecting the subcategory, you will have to option to select which messages to include in the report. Messages are listed by campaign and the campaigns include the specific messages, and are sorted by most recent.

Segment

Any report can be filtered to only include supporters within a particular segment. After selecting the pages, there will be an option to include either all supporter or filter based on a segment. If the option to filter with segments is selected, you will be given the option to select from either a predefined segment or a custom existing segment. Once the report is run, any segments applied to it will be auto-refreshed to make sure you are getting the most recent data. What this will do is show the report based on the specific supporters who are part of the selected segment.

Fields

Messages

Field Name	Tags	Definition
Email Name	Email	The internal name or label given to the email campaign.
Email ID	Email	A unique identifier assigned to the email within the platform. Also called Broadcast ID.
Email Create Date	Email	The date the email was created in the system.
Email Send Date	Email	The date and time the email was sent.
Email Category	Email	Classification of the email type (e.g., Advocacy, Fundraising, Newsletter).
Email Sender	Email	The "From" name used to send the email
Email Subject Line	Email	The subject line of the email as seen by the recipients.
Actions/Click	Insight	`Total Actions ÷ Total Clicks`
Actions/Open	Insight	`Total Actions ÷ Total Opens`
Actions/Sent	Insight	`Total Actions ÷ Total Sent`
Average Single Gift	Insight	The average dollar amount of one-time donations received from this email.
Bounce Rate	Insight	The percentage of sent emails that were not delivered due to invalid addresses or server issues. `(Total Bounces ÷ Total Sent)*100`
Click Through Rate (CTR)	Insight	The percentage of recipients who clicked at least one link in the email, calculated out of total sent. `(Total Clicks ÷ Total Sent)*100`
Clicked	Insight	The number of supporters who clicked on at least one link (unique).
Clicks/Opens	Insight	`Total Clicks ÷ Total Opens`
Complaint Rate	Insight	The percentage of supporters who marked the email as spam. `(Total Complaints ÷ Total Sent)*100`
Conversion Rate	Insight	The percentage of sent emails with links to page that were submitted by supporters `(Total ÷ Total Sent)*100`
Gifts/Click	Insight	`Total Gifts ÷ Total Clicks`
Gifts/Open	Insight	`Total Gifts ÷ Total Opens`
Gifts/Sent	Insight	`Total Gifts ÷ Total Sent`
Open Rate	Insight	The percentage of sent emails that were opened by supporters. `(Total Opens ÷ Total sent)*100`
Sustainer 18 Months Value	Insight	The projected value of recurring donors acquired from this email over 18 months.
Total Actions	Insight	The total number of advocacy actions from this email.
Total Bounces	Insight	The total number of undelivered emails (both hard and soft bounces).
Total Clicks	Insight	The total number of clicks for an email (non-unique).
Total Complaints	Insight	The total number of supporters who made spam complaints.
Total Delivered	Insight	The total number of emails successfully delivered (`Total Sent – Total Bounces`).
Total Gifts	Insight	The total number of donations generated from the email.
Total Open	Insight	The total number of supporters who opened the email (unique).
Total Raised	Insight	The total amount of money raised from this email (one-time and recurring).
Total Sent	Insight	The total number supporters sent the email.
Total Single Gifts	Insight	The total number of one-time donations made from the email.
Total Single Raised	Insight	The total dollar amount raised from one-time gifts.
Total Sustainer Gifts	Insight	The total number of recurring donations made from the email.
Total Sustainer Raised	Insight	The total dollar amount of recurring donations made from the email.
Total Unique Click	Insight	The total number of supporters who clicked a link in the email (unique).
Total Unsubscribed	Insight	The total number of supporters who unsubscribed from the email client list unsubscribe or from an unsubscribe link in the email.
Unsubscribed Rate	Insight	The percentage of recipients who unsubscribed, calculated out of total sent. `(Total unsubscribed ÷ Total sent)*100`

Message Links

Field	Tag	Definition
Email Name	Email	Name of the email campaign
Email Send Date	Email	Date email was sent
Email Url	Email	URL in email
Link Name	Email	Name given to URL while building the message
Attributes	Email	Attribute values can appended to pages and emails. If a supporter interacts with the email or submits the page, they get that attribute applied to their record.
Total Clicks	Insight	The total number of clicks for an email (non-unique).
Total Unique clicks	Insight	The total number of supporters who clicked a link in the email (unique).

Adding and reordering fields to the report

Simply select fields to include them in your custom report. Once fields have been added, the can be reordered in the right hand column by clicking, dragging, and dropping them into place. Fields can also be removed from the report by selecting the icon.

Templates

This will be included in the release on August 29th, 2025. It will not be available in accounts prior to that date.

Templates are predefined reports available for report builder. The data category, subcategory and exported fields are determined by the chosen template. The following are available for Messages reporting:

Email links template report

Category	Subcategory	Default fields
Messages	Message Links	Email Name Send Date Email URL Link Name Total Clicks Total Unique Clicks

Finalize

You will need to complete a few more fields to finalize and generate your report. You will receive an email notification once the report is ready to download from Engaging Networks. From the main dashboard it can be downloaded using the icon. As the report processes, you will see a icon.

Field	Definition
Report Name	User defined name for the report.
Order Fields by	Choose the field by which to order the fields.
Group Fields by	Choose the field to group data by. The resulting data will be grouped by this field, and a new row will show below each group that will contain the sum of any field that can summed up.
Send to	Email address of the report recipient. To add more email addresses, go to Hello > Account Settings > Account Emails and define the email address as a Report recipient type.
Frequency	Once, Weekly, or Monthly
Once
Start Date	The report will include email activity occurring on or after this date.
End Date	The report will include email activity occurring on or before this date.
Weekly and Monthly
Frequency Day	Selecting Weekly or Monthly runs the report on the specified Frequency Day, generating either the previous week's data or the previous calendar month's data, respectively