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Introduction
Welcome to our comprehensive guide on the search for broadcast email activity on Redtail CRM. As technology continues to advance, it’s vital for businesses to keep up with new developments to maintain their competitive edge. One of the most effective ways to stay in touch with clients and prospects is through email marketing, and Redtail CRM offers a powerful platform for businesses to broadcast their emails.
However, with the vast amount of data generated by email marketing, it can be challenging to keep track of every single email. That’s where the search for broadcast email activity on Redtail comes in handy. In this guide, we will provide you with everything you need to know to navigate this search feature on the Redtail CRM platform.
We will cover the basics of Redtail CRM and its email marketing features. Then, we will delve into how to search for broadcast email activity on Redtail CRM, including how to use filters, review results, and export data for further analysis. So, whether you’re a seasoned Redtail user or a newcomer, this guide has something for everyone.
So, let’s dive in and discover how to search for broadcast email activity on Redtail CRM!
What is Redtail CRM?
Redtail CRM is a cloud-based client management system designed for financial professionals. It offers an all-in-one solution to help you manage your contacts, communications, and workflows more efficiently. One of the key features of Redtail CRM is its email marketing capabilities.
With Redtail CRM, you can create and send broadcast emails to your clients and prospects. You can customize your emails with templates, images, and links, and track your email campaigns’ success. However, with many emails sent and received each day, it can be challenging to keep up with all of them.
Why Search for Broadcast Email Activity on Redtail CRM?
The search for broadcast email activity on Redtail CRM allows you to find and filter specific email data, making it easier to manage and analyze your email marketing efforts. Here are some of the reasons why you might want to search for broadcast email activity on Redtail CRM:
👉 To find a specific email that you have sent or received.
👉 To see which clients have opened or clicked on your emails.
👉 To track the success of your email marketing campaigns.
👉 To export data for further analysis and reporting.
How to Search for Broadcast Email Activity on Redtail CRM
Step 1: Accessing the search for broadcast email activity feature
The search for broadcast email activity feature is located in the Redtail CRM Reports section. To access it, follow these steps:
- Click on the “Reports” tab in Redtail CRM
- Select the “Email Campaigns” sub-tab
- Click on the “Search for Broadcast Email Activity” button on the right side of the screen
Step 2: Using Filters to Narrow Down Results
Once you have accessed the search for broadcast email activity feature, you can use filters to narrow down your results. Here are some of the filters that you can use:
| Filter Type | Description |
|---|---|
| Broadcast Email | Select a specific broadcast email from a drop-down list |
| Date Sent | Select a date range for when the email was sent |
| Email Status | Select whether the email was sent, delivered, bounced, or opened |
| Client Name | Enter a client’s name to see if they received the email |
| Campaign Tag | Select a campaign tag to see emails tagged with it |
Step 3: Reviewing Results
Once you have applied your filters, you can review your results in the search for broadcast email activity screen. Here are some of the results that you can expect to see:
| Column Name | Description |
|---|---|
| Client Name | The name of the client that received the email |
| Email Status | The status of the email (sent, delivered, bounced, opened) |
| Date Sent | The date and time the email was sent |
| Subject | The subject line of the email |
| Open Rate | The percentage of clients that opened the email |
| Click Rate | The percentage of clients that clicked on a link in the email |
Step 4: Exporting Data
If you want to analyze your results further, you can export your data to Excel or CSV format. To do this, click on the “Export to CSV” button on the right side of the screen.
FAQs
Q: What is a broadcast email?
A: A broadcast email is an email that is sent to a group of contacts at the same time. It is typically used for email marketing campaigns or to send general announcements to clients.
Q: How do I create a broadcast email in Redtail CRM?
A: To create a broadcast email in Redtail CRM, follow these steps:
- Click on the “Email” tab in Redtail CRM
- Select “Create Email”
- Customize your email with a template, images, and links
- Select your recipients
- Send your email
Q: Can I schedule a broadcast email to be sent at a later time?
A: Yes, you can schedule a broadcast email to be sent at a later time. To do this, select “Schedule Broadcast Email” instead of “Send Now” when sending your email.
Q: Can I track which links clients clicked on in my broadcast email?
A: Yes, you can track which links clients clicked on in your broadcast email by using the search for broadcast email activity feature in Redtail CRM.
Q: Can I see which clients did not open my broadcast email?
A: Yes, you can see which clients did not open your broadcast email by using the search for broadcast email activity feature in Redtail CRM.
Q: Can I customize my broadcast email templates in Redtail CRM?
A: Yes, you can customize your broadcast email templates in Redtail CRM. You can add your own images, logos, and text to create a personalized template.
Q: Are the open and click rates in Redtail CRM accurate?
A: The open and click rates in Redtail CRM are based on the information provided by the email recipient’s email client. Therefore, they may not be 100% accurate, but they provide a good indication of your email’s performance.
Q: How often is the search for broadcast email activity data updated in Redtail CRM?
A: The search for broadcast email activity data is updated in real-time in Redtail CRM.
Q: Can I search for broadcast email activity from a specific campaign tag?
A: Yes, you can search for broadcast email activity from a specific campaign tag by using the campaign tag filter in the search for broadcast email activity feature.
Q: Can I see which clients clicked on a specific link in my broadcast email?
A: Yes, you can see which clients clicked on a specific link in your broadcast email by using the search for broadcast email activity feature in Redtail CRM.
Q: Can I search for broadcast email activity from a specific date range?
A: Yes, you can search for broadcast email activity from a specific date range by using the date sent filter in the search for broadcast email activity feature.
Q: Can I see which clients bounced back my broadcast email?
A: Yes, you can see which clients bounced back your broadcast email by using the email status filter in the search for broadcast email activity feature.
Q: Can I search for broadcast email activity from a specific broadcast email subject line?
A: No, currently, you cannot search for broadcast email activity from a specific broadcast email subject line.
Q: Can I search for broadcast email activity for more than one broadcast email at a time?
A: Yes, you can search for broadcast email activity for more than one broadcast email at a time by selecting “All” in the broadcast email filter.
Conclusion
Congratulations! You have reached the end of our comprehensive guide on the search for broadcast email activity on Redtail CRM. We hope this guide has provided you with valuable insights into how to navigate this feature and how it can help you manage your email marketing campaigns more effectively.
By using the search for broadcast email activity feature, you can find and filter specific email data, track your email campaigns’ success, and export data for further analysis. We encourage you to try it out for yourself and see how it can benefit your business.
If you have any questions or feedback on this guide, please do not hesitate to contact us. We are always happy to hear from our readers and help in any way we can.
Closing Disclaimer
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