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How to use the email reports

Three email reports show whether your emails were delivered, opened and clicked, and which ones bounced:

  • Transactional email report: receipts and automatic notifications.

  • Milestone email report: milestone emails sent to fundraisers.

  • Email Center report: emails sent from the Email Center (mailing list campaigns).

Before you start

  • You need Admin access with permission to view reports.

How to open an email report

  1. Go to your CrowdChange site and Log In.

  2. Click your name in the top-right corner, then click Admin.

  3. In the menu on the left, click Reports, then Transactional email report, Milestone email report or Email Center report.

  4. Set your dates and any filters. See How to filter, compare and download reports.

The date filter is Date sent. Each report also has its own filter: Email type (transactional), Template name (milestone) or Email template (Email Center).

Cards

All three reports have the same cards. Each email counts once, on the day it was sent; a second open or click doesn't count again.

Card

What it shows

Sent

Emails sent, including ones that bounced.

Delivered

Emails the recipient's email provider accepted.

Delivery rate

Share of sent emails that were delivered.

Open rate

Share of sent emails opened at least once. Some email apps block open tracking, so the real rate can be higher.

Click rate

Share of sent emails with at least one link clicked.

Bounce and error rate

Share of sent emails that bounced or failed. An email can be delivered and report an error later.

Charts and logs

  • Delivery over time: sent, delivered, opened, clicked, bounces and errors per day of sending. Opens and clicks are counted on the day the email was sent.

  • Sent by email type (transactional), Sent by trigger group (milestone) or Sent by email template (Email Center).

  • Bounce and error types: why emails bounced or failed.

  • Email log: one row per email, with recipient, fundraiser, team or page, and when it was sent, delivered, opened and clicked. Has its own Download and Edit columns.

  • Bounce and error log: one row per bounced or failed email, with the error details.

Email center approval

Under Reports › Email center approval, review Email Center campaigns that need admin approval before they're sent. The Pending approval tab lists campaigns waiting for a decision, with their trust score, subject, sender, recipients, creator and send date. History shows past campaigns. Recipients is the number of contacts the campaign will be sent to. See Mailing List - Admin Approval for large campaigns.

Tips & troubleshooting

  • Email logs are kept for 24 months.

  • eCards and tributes aren't logged, so they don't appear in these reports.

  • Charts are always daily, even for long date ranges.

  • Milestone emails are grouped by their template's current trigger group.