Use reports to see which emails and senders are most effective.
Required Editions
| Available in: Essentials, Professional, Enterprise, Performance, and Unlimited editions |
| User Permissions Needed | |
|---|---|
| To run reports: | Create and Customize Reports and Report Builder |
The email message report shows email message records created when the org has Enhanced Email on.
- From Setup, in the Quick Find box, enter Report Types, then select Report Types.
- Click New Custom Report Type.
- Select Email Message as the Primary Object. Complete the fields and click Next.
-
Optionally, select a secondary object from among these options and save the
report.
- Leads
- Contacts
- Email Message Relations
The leads and contacts secondary objects include custom fields on those objects.The email message relations secondary object includes the fields common to leads and contacts. But it doesn’t include custom fields from either object. - Use engagement fields to determine the success of any individual email.
Example Use custom email reports to answer questions such as:
- How effective is the email outreach strategy?
- Which rep sends the most effective emails?
- What’s the ratio of inbound to outbound emails?