How do you do email reporting? Free excel templates? Any integrations? | Community
Skip to main content
Question

How do you do email reporting? Free excel templates? Any integrations?

  • December 6, 2022
  • 1 reply
  • 35 views

Wondering how others do email reporting? Are there any good free downloadable templates? Are there integrations to automate the data transfer to the report? Any help would be appreciated!

1 reply

Forum|alt.badge.img+5
  • Employee
  • December 22, 2022

Hey @sophia g!

Just so I am on the same page as you are looking for metrics related to conversation that were started from an outbound email message or conversation started by customer via email? If so, you can tag these conversations and the filter the reports using the tag? Would this suit you?