How can I report on email tracking?
By default, our system prioritizes efficiency and reducing storage in Salesforce. One of the ways we accomplish this is by displaying email tracking history directly from Mailchimp via our custom components. However, you cannot create Salesforce reports or dashboards based on this displayed data.
To report on Mailchimp Activity data:
Store activity in Salesforce (complete once):
You must first enable the storage of email activities as records. Please see the General Settings guide and the arcade below. After enabling this feature for the first time and setting a 'Days to Keep' value, the primary sync must run to pull in activity records.
https://demo.arcade.software/E6CRuViIyzzVASnupefm
Packaged reports:
We include several pre-made reports you can access for reporting. They can be found in:
- Mailchimp report folder - Reports usesd by menus in our app, below. To preserve those, you can clone and customize reports found here and save them where you need them.
- Reports button on the Mailchimp Campaign page of each audience- Reports on overall campaign activity and stats. (https://jmp.sh/LXDx5rpa)
- Dropdown menu on each Mailchimp Campaign- "View Salesforce Report" opens an activity report filtered to that campaign. (https://jmp.sh/tQhzXuAo)
Custom reports:
You are empowered to build your own reports by cloning those above and customizing them, or starting from scratch. We also have several custom report types or you can build your own.
Reminder! Email Activity must be enabled to use these reports.
Important field definitions:
- Timestamp: Date and time of the activity
- Action: What the activity was (sent, click, open, etc)
- Activity URL: The link clicked for a click activity (see more info)
- Link Clicked: The link that preceded an unsubscribe (see more info)
- Settings fields: These are the Mailchimp Mailing/campaign information (see more info)
Related FAQ:
Displaying campaign title, subject, etc in activity reports
Activity URL vs Link Clicked fields on activity reports
Managing data storage with Days to Keep
Technical guide: package objects
