For each Request in the Dashboard, you can learn who has/hasn't responded, view deliverability data, and send follow-up emails.
Access:
To begin, hover over the appropriate Request in your Request Agent Dashboard, and click “View Details” to launch the Request metrics view.
Overview Metrics:
In this view, you see the following data:
- Response Rate - What percentage of recipients have responded to the Request?
- Sent - To how many recipients was this Request sent and delivery attempted?
- Delivered - What percentage of messages were successfully delivered?
- Opened - What percentage of messages were opened?
- Bounced - What percentage of messages bounced (email rejected)?
- Marked as Spam - What percentage of messages were sent to spam?
Below each percentage, you are also shown the raw number of responses or messages that contribute to the category.
Recipient Breakdown:
Here, you also see a recipient-by-recipient breakdown, with the following information included:
- Recipient
- Last reach out
- Status
- Replied
- Latest Reply
- Messages
- Opens
- Bounced
- Marked as Spam
- Actions
Actions:
The "Actions" dropdown allows you to mark an unanswered Request as Complete. This turns off the automated "nudge" follow-up emails and changes the "Replied" status from "No" to "Yes." This button is only clickable if the recipient has not already responded to the Request via Request Agent. This may be useful if the recipient has provided the information in a different form.
Export All:
Additionally, there is an “Export All” button available from this view. This option allows you to generate an export of the already-collected response data. Click here to learn more about Exports.
Request Send Dates:
Also, please note that you may use the forward and back arrows in the upper right-hand corner of this view to see metrics for each Request batch that has been sent! For example, here we can click the forward arrow and learn that the next Request is scheduled to send on May 7, 2021. Remember that the earliest date provided will be representative of the Request’s start date (in this instance, it is April 8, 2021).
Edit Request:
In this view, we actually have the option to edit the Request because there is a message scheduled to be sent at a future date. One-time Requests that have already been sent cannot be edited.
If you click “Edit Request,” a screen will load with a summary of the Request details which can be edited much like the Review Request page during the creation process.