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Report Builder - Messages

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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

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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.

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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 the email was sent to recipients

Email Category

Email

Classification of the email type (e.g., Advocacy, Fundraising, Newsletter)

Email Sender

Email

The "From" name or email address used to send the email

Email Subject Line

Email

The subject line of the email as seen by the recipients

Insights

Field Name

Tags

Definition

Number of Total Clicks

Insight

Total number of times any link in the email was clicked (includes repeat clicks)

Number of Unique Clicks

Insight

Number of distinct recipients who clicked at least one link in the email

Conversion Rate

Insight

Percentage of recipients who completed a page after clicking

Bounce Rate

Insight

Percentage of sent emails that hard or soft bounced

Complaint Rate

Insight

Percentage of recipients who marked the email as spam or reported it

Send (count)

Insight

Total number of emails sent

Delivered

Insight

Total number of emails successfully delivered to recipients

Opened

Insight

Number of times the email was opened (usually based on image loading)

Open Rate

Insight

Percentage of delivered emails that were opened

Clicked

Insight

Total number of link clicks (can include multiple clicks by the same person)

Click Through Rate (CTR)

Insight

Percentage of delivered emails that had at least one link clicked

Clicks/Opens

Insight

Ratio of clicks to opens, showing how engaged openers were with the email

Total Unsubscribed

Insight

Total number of recipients who unsubscribed via the email

Unsubscribed Rate

Insight

Percentage of recipients who unsubscribed out of total sent

Bounces

Insight

Total number of bounced emails (includes soft and hard bounces)

Complaints

Insight

Total number of spam complaints received

Total Single Raised

Insight

Total amount raised from one-time donations attributed to the email

Total Single Gifts

Insight

Number of one-time gifts received from the email

Average Single Gift

Insight

Average value of one-time donations made through the email

Total Sustainer Raised

Insight

Total amount raised from recurring (sustainer) donations attributed to the email

Total Sustainer Gifts

Insight

Number of recurring gift signups initiated via the email.

Sustainer 18 Months Value

Insight

Projected value of sustainer gifts over an 18-month period

Total Raised

Insight

Combined total of one-time and recurring donations attributed to the email.

Total Gifts

Insight

Combined total number of donations (single + recurring)

Gifts/Sent

Insight

Number of donations ÷ number of sent emails

Gifts/Opens

Insight

Number of donations ÷ number of clicked emails

Gifts/Clicks

Insight

Number of donations ÷ number of clicked emails

Actions

Insight

Total number of advocacy actions from the broadcast

Actions/Sent

Insight

Number of advocacy actions ÷ number of sent emails

Actions/Open

Insight

Number of advocacy actions ÷ number of opened emails

Actions/Click

Insight

Number of advocacy actions ÷ number of clicked emails

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 that 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.

Insights

Field

Tag

Definition

Total Clicks

Insight

Combine clicks on a link

Total Unique clicks

Insight

Unique clicks on a link

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 image-20250523-184727.png icon.

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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 image-20250523-161528.png icon. As the report processes, you will see a image-20250523-190152.png 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

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