The reports that are in the Advertisements group present information about the advertisements in your mailings with a focus on the recipients' interactions (i.e., clicks) with those advertisements.
NOTE: If your organization has been paid to include ads in your mailings, be sure to periodically review these metrics to ensure that the ads are getting the appropriate attention. If not, consider the template or message design; perhaps the ads' placement is not ideal.
- Click Advertisements to expand the list; then click a report name to select it.
- The report displays to the right of the Reports panel.
The report data:
- are refined by any filters that were selected on the Select Messages tab;
- are presented in the most useful and readable format (e.g., tables, pie graphs, line charts);
- are hover-responsive and/or clickable; and
- can be exported, printed, and/or downloaded (depending on the format of the report; refer to Print, Download, and Export options, below).
NOTE: References to Message Summary Reports reflect a rebranding initiative. Message Summary Reports and Mailing Summary Reports refer to the same set of reports with the same options and functionality.
Access the Advertisements reports
Classic Admin interface
- Navigate to Mailings > Reports > Mailing Summary Report.
- Set your preferred filters on the Select Messages tab and click the View Reports tab.
- Click Advertisements to expand the group and select a report.
New Admin Experience
- Navigate to Messages > Reports > Message Summary Reports.
- Set your preferred filters on the Select Messages tab and click the View Reports tab.
- Click Advertisements to expand the group and select a report.
Additional Advertisement report
There is an additional advertisement report accessible on the Advertising list page.
- Navigate to Messages > Advertisements. to access the report.
Review the information in Advertising Report, below, to learn more.
Summary
This report provides activity data (e.g., clicks, number of mailings) about your message-based advertisements. Each row entry presents the overall metrics for that individual advertisement.
- Click the plus sign (+) next to the name of an ad to expand the row to display a listing of all of the mailings that the ad was in and how the ad performed, uniquely, in each of those mailings.
- Refer to Customize table data, below, to learn how to use the options above the header row to manage what report data displays.
- Refer to Print, Download, and Export options, below, for helpful information when you export this report.
NOTE: The report file that is generated for this report includes only the main-level data (each ad's overall metrics); it does not include the per-mailing data that displays when the row is expanded. If you want the mailing-level data, export the Mailings with Ads report.
Mailings with Ads
This report provides activity data (e.g., clicks, resident advertisement) about your mailings that contain an advertisement. Each row entry presents the overall metrics for that unique mailing.
- Refer to Customize table data, below, to learn how to use the options above the header row to manage what report data displays.
- Refer to Print, Download, and Export options, below, for helpful information when you export this report.
Customize table data
There are a few management options with reports that are presented as tables. You can use these to choose which report data display in the table, and the order in which the data display.
- Click a column header to sort the table on that column; click the header again to reverse the sort order.
- A small arrow indicates the sort order (as shown in the Sent column in the image above).
- Click Search to open a search panel and set search parameters to refine the list.
- Click Reset (after refining the list) to restore the original report list.
- Click Columns to open the column chooser to:
- add and remove columns in the current view and
- re-arrange the order of the columns.
- Click Export to generate a spreadsheet version (an .XLS file) of the report, as described in the next section.
Print, Download, and Export options
The Message Summary Reports are presented in a variety of formats (tables, line charts, pie graphs) in order for the data to be most easily understood. All of these reports can be "saved off" (printed, downloaded, or exported) for future review and to be shared with colleagues.
NOTE: The availability of these options depends on the type of report.
Print and Download
Many reports have a hamburger icon which, when clicked, has the following print and download options.
- Print - opens the browser's Print dialog.
- Download - these options download the report in the selected format; the file is available in your browser's download feature:
Export
Table-based reports have an Export option above the table with which you can generate a Microsoft Excel spreadsheet version (.XLS) of the report.
To export a table-based report:
- Click the Export button above the list.
- Click Download Excel File on the popup.
- Navigate to where you want to store the report file, give it a unique name, and click Save.
- Navigate to the saved file, open it and review it.
Export file notes
Below is helpful information about exported report files.
File names
All Message Summary Reports export files have similar default file names:
InformzReport_<series of numerals>.xls
Higher Logic recommends giving each export file a unique name (e.g., include the export date) when you save the file.
Report entries
If a report has more than 5,000 entries (i.e., table rows), it cannot be directly exported to Microsoft Excel as a spreadsheet. Instead, for security reasons:
- you will be sent an email message with a link to the password-protected report and
- will have to log in to Thrive Marketing Professional in order to access the report file.
In this case, instead of the Download Excel File prompt (at #2, above):
- Click Email the file on the popup.
- In the second popup, note the password because it is required to open the protected ZIP file.
TIP: When you open the report, you can save it to your device, in which case you will not need the password to open it in future.
Advertising Report
This report is unique to each ad and includes only three pieces of information:
- the date and time that the ad was clicked,
- the mailing that hosts the ad, and
- the email address of anyone who clicked the ad.
To access the Advertising Report:
- Navigate to Messages > Advertisements.
- Hover on the menu next to an ad and select Report.
The popup displays the three metrics mentioned above.
Learn how to create and insert Advertisements.