Filter the Mailing Summary Report

The Mailing Summary Report offers many insights related to past mailing performance. Using this past data you can make changes to your current practices to get even better results.

There are many different reports within the Mailing Summary Report that will definitely be able to answer those nagging questions about performance, reach, and impact.

In order to do effective analysis, you need to be able to select the appropriate set of mailings that make sense to analyze together. Grabbing a wide swath of mailings with different target groups and templates may not give you a good basis for analysis. The way to solve this is by applying filtering to the mailings.

Filtering Capabilities

To get your data to where it needs to be there are eight different filters that you can apply. They are:

1. Informz accounts you use (if you have child accounts)
2. Folders that separate your mailings (if you use mailing folders)
3. Mailing Names
4. Subject lines
5. Sent date range
6. Recipient quantities
7. Templates
8. Accounting codes (if you use them)

Starting the Filtering

Navigate to Mailings > Reports > Summary Report, or navigate to Mailings > View > Reports to get to the Mailing Summary Report. Once there, apply the filters that make sense for the analysis that you want to perform.

You can use a combination of the filtering options to get mailing summary reports.  Once your filters are set, click the UPDATE RESULTS >> button to see the reports based on the filtered list of mailings.

Filtering by Informz Account

If your Informz setup utilizes Child Accounts, you can filter your Mailing Summary Report by the various accounts that fall under your Parent account.  In our example below, an organization called IAMAP utilizes a Parent Account (IAMAP) and two Child Accounts to send to their members in Europe and in Canada.  The user can filter their mailing summary based on their accounts, which happen to correspond to members in unique geographical locations.

Filtering by Mailing Folder

Do you organize your subscriber communications into separate mailing folders? If so, filtering your Mailing Summary Reports based on the folders that sent mailings live in could be meaningful. Below we are showing various mailing folders which separate test mailings from internal staff and membership communications.

Filtering by Mailing Name

If you happen to use naming conventions for your mailings, then getting a Mailing Summary Report based on the mailing name may be an appropriate technique to sort out appropriate mailings. In the example below, the filter Webinar will return only those mailings with that content in the mailing name. Note that when you are filtering by mailing name, the characters you enter into the field must appear in the exact order of the mailing name. Example: Webinar Weekly will not filter to include mailings with the name Webinar Publication Weekly. Capitalization does not matter when filtering out by mailing name.

Filtering by Mailing Subject

Perhaps you brand your subject lines for given e-publications. In the example below, the filter IAMAP Daily Update will return only those mailings with that content in the subject line, exactly in that word order. This would be appropriate if the organization uses a consistent subject line for a particular mailing. If there is consistency with subject lines, then the shoe fits. Note that when you are filtering by mailing subject, the characters you enter into the field must appear in the exact order of the subject line. Example: IAMAP Update will not filter to include mailings with the subject IAMAP Daily Update. Capitalization, however, does not matter when filtering out with this method.

Filtering by Date Range

Suppose you were interested in the mailings your organization sent in Q4 of 2014. Setting a date range filter makes sense. In our example, we can specify October 12, 2014 as a start date and December 31, 2014 as an end date to return the mailings that we are looking for.

Filtering by Number of Recipients Sent

You can filter out mailings based on how many you sent by specifying the range under the Number of Recipients option. If you're sending both to small and large audiences, this will help you get summary reports of each type of send volume, to determine if either needs special attention.

Filtering by Templates

Maybe you want to compare the performance of one template over another, and you have sent mailings to gauge that performance. What better way to compare than to get mailing summaries of both templates? You do this by specifying mailings with given templates.

Filtering by Accounting Codes

Accounting Codes allow you to specify, on a mailing to mailing basis, what type of mailing you are sending. Typically this is so you can evaluate how your email block is being used, but it also can be useful in filtering out items for your mailing summary reports.

You Filtered Your Mailings... Now What?

There are two options to choose from once you have filtered out the mailings that you are seeking a summary report for. Those are to refine that filter further, or go ahead and view the report.

Getting Your Mailing Summary Report

You've done all the legwork for getting your filters organized so now it's time to see the reports. Click on the View Reports tab.

Fine Tuning the List of Mailings

Even with exactly the right filters, there may be a few outliers or stragglers that you want to remove so that your data set is as appropriate as possible. Use the Exclude Mailings function to accomplish this. 

A World of Metrics Now Lives at Your Fingertips

You will find that with Mailing Summary Reports, you instantly gain access to all sorts of information related to your organization's mailing performance. Your bosses will be impressed.  Your colleagues will be jealous. And you will secretly know how simple it is to get all this information together!