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How to view Engage performance

Track Engage email metrics including deliveries, opens, clicks, and leads generated directly from your dashboard.

View basic Engage performance:

From the Home tab, scroll down to Engage Performance on the right.

Screen Shot 2022-12-29 at 11.44.00 AMYou can filter to view performance metrics for the last 30 days or last 7 days from the dropdown menu.

Screen Shot 2022-12-29 at 11.49.07 AMSee how many contacts have opened Engage emails and viewed their home value during the selected time period.

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View detailed Engage performance: 

Go to the Engage tab and select the time period that you want to view metrics for from the dropdown menu. The default setting is the last 30 days.

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In the Engagement section, you will be able to see number of emails delivered, total opens, and total clicks, as well as how many home value leads and seller leads came from Engage.

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In addition to time period, you can filter by email campaign and assigned agent. Select the email campaign that you want to view Engage metrics for from the dropdown menu. Choose from welcome, home value, or market update emails.

Screen Shot 2022-12-29 at 12.13.49 PMSelect the assigned agent that you want to view Engage metrics for from the dropdown menu.

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View Engage activity by contact: 

Scroll down to the Contacts section. Search for a contact to view their Engage status and activity using the search bar. 

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You will be able to view when the contact's last activity was, what type of activity it was, and Engage enrollment status. You will also be able to view how many emails they have been sent, their total clicks, and assigned agent.

Screen Shot 2022-12-29 at 12.32.29 PMYou can also apply quick filters to view which contacts are enrolled, unenrolled, or unsubscribed from Engage emails. 

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Further, you can filter by Engage activity type by selecting the desired activity from the dropdown menu. Choose from seller lead, home value lead, clicked, opened, sent, or failed.

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