Create custom report types that include email content and list email data. Marketers
can then create reports to analyze and better understand the performance of their email content.
Review the following guidelines and examples of reports.
Required Editions
| Available in: any
Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and
Unlimited Editions
|
| User Permissions
Needed |
| To create reports: |
Sales, Service, or CRM permission set
AND
Create and Customize
Reports
AND
Report Builder
|
To learn how to create custom report types, see Create a Custom Report Type.
- To create reports that pull data from the email content record, select Email Content as
the primary object on the custom report type. With Email Content as the primary object,
marketers could create a report for all engagement statistics by email content record.
- To get more report options for all list emails including emails sent from the email
content record, add list email as a related object on the custom report. With Email Content
and List Email as objects on the report, marketers could create a report that shows all
email sends and related statistics by email content record.
- With List Email as the primary object, marketers could create a report with email sends
and related statistics for a given campaign.
