The Message Summary Report (MSR) is a great resource when you want to assess the performance of your messages. Your assessment can help guide you to reconsider your message practices and possibly illuminate aspects of your message that could benefit from changing your current practices.
To use the information in the MSR more efficiently, you can apply one or several of the various filters described in this article.
Access the Message Summary Report
Classic admin interface
- Navigate to Mailings > Reports > Mailing Summary Report.
New Admin Experience
- Navigate to Messages > Reports > Message Summary Reports.
The Select Messages tab is where you'll filter the messages included in the report summary (accessed on the View Reports tab.
- In the Filter Messages area, expand the categories to select the filters you want to apply. You can mix and match any combination of filters to customize the report to your needs.
- Click UPDATE RESULTS below the filters. A list of messages meeting this criteria is displayed to the right.
TIP: Even after applying the filters, there may be still messages you want to remove so that your data set is as appropriate as possible. Check the boxes to the left of any messages you want to exclude, and then click Exclude Messages.
- Click the View Reports tab to review the reports.
Let's learn about each of the filters available to you.
NOTE: The filters available to you are based on your Marketing Automation Professional account. If you're not putting your message in folders, for example, the Folders filter will not display.
|Accounts - If you use Child Accounts, you can filter your messages by the various accounts that fall under your Parent Account. For example, an organization uses a Parent Account and two Child Accounts to send messages to their members in Europe and in Canada. This organization can use these to filter based on their accounts, which correspond to members in these geographical locations.|
|Folders - Do you organize your contact communications into separate message folders? If so, filtering based on these folders makes it easy to pinpoint specific message types or groups.|
|Target Group - You can take advantage of your Target Groups by filtering on them here, by Folder and name.|
|Message Name - If you use naming conventions for your messages, then filtering on a message name will help pinpoint appropriate messages. Note that when you are filtering by message name, the characters you enter in the field are NOT case sensitive, but they must appear in the exact order of the message name.|
|Message Subject - Similarly, if you use naming conventions for your message subjects, then filtering on these will help pinpoint appropriate messages. Note that when you are filtering by message subject, the characters you enter in the field are NOT case sensitive, but they must appear in the exact order of the message subject.|
|Date Range - Use the calendars (or manually enter) to specify a date range on which to filter. This is a good supplemental setting for other filters so that you can further refine your results.|
|Number of Recipients - You can filter out messages based on how many you sent by specifying a range using the two range sliders under this option. If you're sending to small and large audiences, this will help you get summary reports of each type of send volume, to determine if either needs special attention.|
|Templates - Maybe you want to compare the performance of Template A to Template B, and you have sent messages to gauge those performances. What better way to compare them than to get message summaries of both templates? You do this by specifying messages with your custom templates.|
|Accounting Codes - Accounting codes allow you to specify, on a message-to-message basis, what type of message you are sending. Typically, this is a useful way to filter out items for your message summary reports.|