Email template records allow you to generate detailed reports, giving you insights into metrics such as Direct Emails and Email Campaigns that have been sent.
Follow these steps to display a report from an email template record:
- Log in to the CRM.
- Go to main Menu > Marketing.
- Select Email Templates from Marketing Enablement. A List View of Email Templates opens.
- Select the template for which you want to view a report.
- Click the Reports tab to display the reports.
- Click the records link under the Direct Email Details to open the related contact records in the Deep Dive view in a new tab.
- Click the records link under the Email campaign details to open the related Email Campaign records in a new tab.