Improvements to Email Marketing Reporting - BBIS & CRM

It would be great to use BBIS & CRM for Email Marketing Campaigns and also have access to testing, tracking and reporting tools available in other email marketing products (such as Campaign Monitor). Such features which would be extremely useful could include: - The ability to test an email before it is sent for browser/email client compatibility (eg design and spam testing tool ) - Reporting on what browser or email client a user viewed the email on. It would also be great to provide access to these reports directly from CRM - especially if linked to a Marketing Effort.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Christine Goodwin commented
    8 Jul, 2016 03:23pm

    The ability to send a test email in CRM like you can in BBIS would be a great help to our users. Presently, we have created test segments to allow them to send a test email but the process is very time consuming, especially if there is a lot of back and forth for editing. It also marks their records which is unnecessary.

  • Shannon Lee-Rutherford commented
    9 Mar, 2016 01:48am

    The access to the data from CRM is critical - especially with a system that is supposed to be integrated!

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