This article describes the Subscriber Summary Reports, which provide high-level information on several aspects and trends relating to your mailing subscriptions and your subscribers (contacts). The reports include:
- new subscriptions,
- new unsubscribes and the reasons,
- Engagement Scoring metrics,
- Lead Scoring metrics, and
- subscription form data.
NOTE: References to "contacts" reflect a rebranding initiative. The terms "contacts" and "subscribers" are synonymous and refer to the people who are associated with your organization (your Contacts List). They could be members of your organization and even those who have unsubscribed from your mailings.
Access the Subscriber Summary reports
To access the reports:
- Access the Admin interface.
- Navigate to Contacts > Reports > Summary.
The reports are grouped into four categories:
- Click a category to display its reports.
- Click a report name; the report displays in the panel on the right.
TIP: These reports can be exported, printed, and/or downloaded (depending on the format of the report; refer to Print, Download, and Export options, below).
Overview
The reports in this category present high-level information about your subscribers.
Snapshot
Review the:
- Counts widget for up-to-date numbers of active subscribers, unique email messages that were sent, repeat email-message bounces, and total active subscribers.
-
Engagement Score and Lead Score pie charts to get an indication the level of engagement with your messages among your members and your prospects, respectively.
- More granular data are available in the Engagement Scoring and Lead Scoring reports described in later sections.
- Personas pie chart to see how your account-specific demographics-based contacts are engaging with your messages.
- Email Client Type widget for percentages of messages that were opened in the various types of email clients (web-based, desktop software, and mobile device).
Subscriber Trends
This line graph plots the subscription-based activity for the time period that's indicated across the horizontal axis. This makes it easier to note any trends for:
- new subscribers,
- unsubscribers, and
- total subscribers.
TIP: Hover in a vertical region to display the statistics for that period of time.
Form Use
This report, in table format, provides details about all subscribers who have submitted information via either a Data Input Form or a Landing Page.
By default, the report is alphabetized, by email address, and it lists, among other things:
- the form that was submitted, by name;
- the date and time of the submission; and
- whether the subscriber was new.
Customize the report data
Above the table, there are a few management options that you can use 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 Date 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 Print, Download, and Export options, below.
- The exported report includes only the columns in the current view.
Engagement Scoring
The reports in this category present information, as scores, about your subscribers' engagement with your mailings.
Scoring
You can set up and manage the scores (Engagement and Lead) for your account on the Admin > Engagement > Scoring page. You can also view up-to-date details (e.g., subscribers, active mailings, opens, clicks) for each score.
To learn how to set up and manage Engagement Scores and Lead Scores in your account, see Scoring.
Personas
You can set up and manage the Personas for your account on the Admin > Engagement > Personas page. You can also view up-to-date details for each Persona.
To learn how to set up and manage Personas in your account, see Personas.
Trends
This line graph plots the engagement activity of your subscribers for the time period that's indicated across the horizontal axis. The scores are presented as letter grades (A—F), with A representing your most engaged subscribers and F representing those who are least engaged.
This makes it easy to identify any trends, such as whether there is better engagement during certain months of the year.
TIP: Hover in a vertical region to display the statistics for that period of time.
By Persona
This grid-type report shows the scores (grades A—F) for each of your defined Personas, based on the engagement activity of the subscribers in the Personas.
The gradients in shading make it easy to quickly determine the level of engagement for each Persona by subscriber count and inter-group percentages.
By Email Client
This grid-type report shows the scores (grades A—F) for the various types of email clients, based on the engagement activity of the subscribers using those clients.
The gradients in shading make it easy to quickly determine the level of engagement for each email client by subscriber count and inter-group percentages.
If an email client's performance is dramatically worse than the others, consider whether there might be, for example, an issue with how your mailings render on that client type.
Lead Scoring
The reports in this category present information, as scores, about your prospects' engagement with your mailings.
Scoring
You can set up and manage the scores (Engagement and Lead) for your account on the Admin > Engagement > Scoring page. You can also view up-to-date details (e.g., subscribers, active mailings, opens, clicks) for each score.
To learn how to set up and manage Engagement Scores and Lead Scores in your account, see Scoring.
Personas
You can set up and manage the Personas for your account on the Admin > Engagement > Personas page. You can also view up-to-date details for each Persona.
To learn how to set up and manage Personas in your account, see Personas.
Trends
This line graph plots the engagement activity of your prospects for the time period that's indicated across the horizontal axis. The scores are presented as letter grades (A—F), with A representing your most engaged prospects and F representing those who are least engaged.
This makes it easy to identify any trends, such as whether there is better engagement during certain months of the year.
TIP: Hover in a vertical region to display the statistics for that period of time.
By Persona
This grid-type report shows the scores (grades A—F) for each of your defined Personas, based on the engagement activity of the prospects in the Personas.
The gradients in shading make it easy to quickly determine the level of engagement for each Persona by prospect count and inter-group percentages.
By Email Client
This grid-type report shows the scores (grades A—F) for the various types of email clients, based on the engagement activity of the prospects using those clients.
The gradients in shading make it easy to quickly determine the level of engagement for each email client by prospect count and inter-group percentages.
If an email client's performance is dramatically worse than the others, consider whether there might be, for example, an issue with how your mailings to prospects render on that client type.
Unsubscribers
The reports in this category present information about unsubscribe activity in your account.
Unsubscribes & Comments
This report, in table format, provides details about those who have unsubscribed from your account's mailings.
By default, the report is alphabetized, by email address in red text, and it lists, among other things:
- the date and time when they subscribed;
- the date and time when they unsubscribed; and
- the reason they unsubscribed.
Customize the report data
Above the table, there are a few management options that you can use 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 Unsub Date 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 Print, Download, and Export options, below.
- The exported report includes only the columns in the current view.
Length of Subscription
This pie chart indicates the length of subscribers' subscriptions before they unsubscribed.
- Only those subscription lengths that have at least one unsubscriber display in the chart.
- In the image below, note how the data jumps from 3 months to 2+ years.
TIP: Hover in a wedge to display the statistics for that metric.
Number of Mailings Sent
This pie chart indicates the number of messages that were sent to those who unsubscribed, in the 30 days prior to their unsubscribing.
- Only those numbers of mailings that have at least one unsubscriber display in the chart.
- In the image below, note the absence of 2 and 3 sent mailings.
TIP: Hover in a wedge to display the statistics for that metric.
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.