Informz Insights Overview

With Informz’s robust reporting capabilities at your command, you may find that you would like to share key metrics, statistics, or other data with your peers. However, some of your colleagues may not be Informz users. No worries! Informz Insights offers the perfect solution by allowing you to share different reports with anyone with a few simple button clicks.

With Informz Insights, you can share versions of a Mailing Activity Report, Survey Report, or Campaign Report via an on-screen portal. Simply let Informz know where to send the report, and you’ll be on your way. Additionally, you can share the Mailing Summary Report and provide a deep view of just about everything available to an Informz user.

Let’s look at how to share these different reports.

Steps

In this example, we’ll look at the two ways to share a report: manually and automatically. We’ll use the Mailing Activity Report as an example.

Manually Share a Report

Navigate to Mailings > View and click on the Sent tab.

Hover over the Menu Icon for the desired report and select Report to open the Mailing Activity Report for that mailing.

Click Share in the top right of the report.

In the Share Report pop-up window, enter the report recipients’ email addresses and an additional message as needed.

If necessary, click the Allow access to the Details Tab checkbox. This allows your report recipients to access additional details within the report (including subscribers).

Click Share to share the report.

Automatically Share a Report

You can automatically share a report via the Mailing Designer when creating a new mailing or modifying one that is in progress.

Navigate to the Mailing Designer > Set-Up tab (either create a new mailing or modify an existing one).

Scroll down to the Advanced heading.

Click Edit for the Auto Share Report field.

In the Automatically Share Report pop-up window, click the dropdown list to select a time period to wait before the report sends. enter the report recipients’ email addresses and an additional message as needed.

If necessary, click the Allow access to the Details Tab checkbox. This allows your report recipients to access additional details within the report (including subscribers).

Click Update to save your settings.

Click Save at the bottom of the Set-Up tab.

Informz Insights Portal

After sending a report, your recipients receive a link to the Informz Insights portal. Here, they can access your shared reports.

Click the Select a Report dropdown to select a report.

Click View Report to access the desired report.

Sharing is Caring

Informz’s reporting capabilities are an essential part of your Informz toolbox. By sharing your reports with other members of your association, you can make sure that your mailing success stays aligned with your strategies.