HI
I would like to export some top level performance stats (which are shown on dashboard) to a third party tool like Geckoboard.
What is the best way to do this?
The stats would be: number of contacts, new contacts, opens/clicks/bounces.opt out etc.
Thanks
Rachael
You would have to run the reports separately and then build an excel sheet to cross-reference (or let the other system do the cross-referencing for you).
Your contact-related reports are under CRM → Reports
Your email engagement reports are under Marketing → Reports
Choose the report based on your metrics.
Set up the criteria, then when you have a listing of all contacts, click the checkbox above them to select all, then use the ‘action’ dropdown to ‘export’
Thanks,
Jeff
