Again, just asking for parity with what you are replacing.

The emails DO look better than OLX, but the underlying processes for managing emails and lists is a step backward.

Absolutely inconceivable that we can't query on a field where follow-up actions are needed. Even just being able to see "hard" or "soft" bounce in the flyout list would help because then we could export and quickly pick out the hard bounces that need further follow-up. Pushing this out RE Users Group for voting activity.

Hi it is me again: I thought you would be interested in a detailed list of what I do for this process. I am not moving to Constant Contact or another email provider. I have worked with Net Solutions before it was sunsetted. I was on the EAP for OLX. I was an early adopter of Email Marketing. I am committed to using the system built into RE.

I dictated my steps involved for exporting just one of the hyperlinks and wow: This morning I realized that it would be beneficial to save as a static query and export from query instead of constituent list as I want to see more emails than simply their primary email so I can import appeals/actions appropriately.

1. Go to Communications > Email.

2. Find the email.

3. Click the Recipients hyperlink.

4. From the flyout, click Create List.

5. Save as a new list.

6. Paste the base email name.

7. Add Recipients to the start of the name.

8. Description: Select One-time use from my commonly used prepopulated descriptions.

9. Set Sharing.

10. Click Save.

11. Click Export.

12. Click Start Export.

13. Wait for processing to finish.

14. Click the download hyperlink.

15. Click Download.

16. Verify the file downloaded.

17. Repeat for Opens, Clicks, Transactions, Bounces, and Unsubscribes.

Here were my biggest pain points: Creating a list removes the user from the email they are working with, forcing constant navigation back to the Communications page. My best solution: Bookmark the direct email page into bookmark bar and keep to the left for easy access.

Temporary lists require manual naming, descriptions, and permission settings every single time. My best solution: Can copy and paste from notepad if you plan ahead.

There is no way to export multiple statistics for an email in a single operation. Each email statistic (Recipients, Opens, Clicks, Transactions, Bounces, Unsubscribes) must be exported separately, repeating the same workflow six times. My best solution: Having the steps right infront of me and try not to be interrupted. Keep note on the notepad of the planned naming so I can list where I left off.

There is no indication of export progress or estimated completion time, particularly for larger exports. The download link is only prominently available for a few seconds after processing, making it easy to miss if interrupted. My best solution: Naming the constituent list before exporting and remembering I can look at the notifications bell if I miss the 5 second window it appears.

The process generates numerous temporary constituent lists that serve only as an intermediate step before exporting data. My best solution: Trying to remember to delete them as soon as I am done with the project. I'm getting better at this.

I use power query to merge together the lists from a folder, Select the 5 columns I want to keep and remove the rest, set a priority based on a custom column I create from the name (why I put the stat type at the front of the file name), add a few more custom columns based off the name of the list, sort, dedupe, get my stats from a pivot, Import into RE with Omatic Cloud. Sometimes appeal, sometimes action, sometimes both.

Some emails might have 3-6 different versions and we send each one twice once to email and once to spouse primary email. . .

I just want to add to what I opened earlier. Not only do I have to create lists for each type of response but each time I do - it takes me right to lists and then I have to navigate back to email find the email I was just trying to export (they are very simliar so names are nearly identical) and then do it over again after saving everything so I remember where I have left off. I'm looking forward to a solution that can do better sooner.

And more than 18 months of history too.

Why is this important to my org? This morning I have to go out to the six emails we sent last week and make a list, download it multiple time to capture how and if they engaged with it, do some Excel magic, use the id to add actions to the records so I can then report on who didn't actually receive it so we can reach out via snail mail.

In OLX I pressed one button and I could see it all on the appeal tab and query on it.

Yes, absolutely! Also, it's never a good idea to remove a soft bounce from the profile because it could just mean a temporary issue with the server or their mailbox was full. It's imperative to know whether it was a hard or soft bounce to keep data "clean" and up-to-date.

Yes, this is so needed! Similar request to this Idea too: https://renxt.ideas.aha.io/ideas/RENXT-I-3686