10-10-2010 11:13 AM - last edited on 10-11-2010 08:49 AM by ghollister
10-14-2010 08:26 AM
I am assuming I would need to set up custom fields for the various data I need to track - ie mailing 1, mailing 1 response, etc.
I am trying now to find out if there is a way to configure reports or some other output that will print out the custom fields that I designate, or export them to a spreadsheet.
10-18-2010 08:29 AM
10-18-2010 06:53 PM
Thanks for the reply.
You'd have to use text within a History entry to create a report.
Can you explain what you mean by this? Is there a way to create reports that would show History entries?
10-18-2010 09:49 PM
An AddOn like TopLine Dash (http://www.toplineresults.com) would do this very easily and cleanly, but you could search by going to Lookup>Search on Keywords, which allows you to search contents of Notes and History (History being what you want). The benefit of TopLine, for example, is it would save that kind of search/view for you to go back to again and again.
10-19-2010 03:49 AM - edited 10-19-2010 03:53 AM
I'm not going to be able to install any add-ons, so I need to see if I can do this just with Act!
I want to be able to send 3 different versions of a mailing out, then be able to print a report that shows which contacts got each version of the mailing and what their response, if any, was. And then also show what I did as a followup.
It seems like History will track this to a degree, but I can't figure out how to produce a report or other output that will show these things for all the contacts that were included in the mailing. Seems to me like these would be basic steps in evaluating a mail campaign.