Many of you have noticed that we’ve recently switched from a manual reporting process to our new automated reports as previously described here. We’ve received some feedback regarding them and we would like to help you understand how to best use this new report to better serve your clients. Let’s start from the beginning…
First, you will receive the link to the report in your email from noreply@tritonloyalty.com. Be sure to add this to your safe sender list in your email client, or else it ends up in your junk folder. Your email will look similar to the image below.
However, soon all new campaigns will begin to receive reports that look much more similar to the emails you’re used to getting from Sales Support. All new campaign report emails will look like the image below.
Clicking on the “Click Here” or “Campaign Report” link will open the response report in your web browser as seen below…
As you can see, there is quite a bit of information on this response report page. Each element has a demographic breakdown in terms of gender and age. The demographics are broken down with a spreadsheet on the left and pie charts on the right.
Click on the Elements drop down menu to view demographic information and pie charts for each element.
If you have a leads generating element in your campaign, click on the blue Download button to open and save the leads for Survey and/or GMI. To the left of the blue Download button, you will see the number of members who opted-in to be contacted. Additionally, you can click the Download Responses link below that to view ALL the survey responses from each member.
If you have a survey element then you will see the survey questions at the bottom of the report. Click the arrow buttons to scroll thru the individual survey questions.
Lastly, we suggest you save the report for offline viewing by exporting to .PDF (top right) to save and print the entire report. Note that when exporting to .PDF, all the elements will be displayed.
We highly suggest you review these reports in depth before forwarding them onto clients. It’s always a best practice to read any material before presenting it to clients. Familiarize yourself with the results and if you have any additional questions please don’t hesitate to contact your Sales Support team.
FAQ:
Q: I clicked on the link in the email and nothing is showing up in my browser. What do I do?
A: Some older browsers may have difficulty viewing reports. Be sure to update your browser. If that doesn’t work, try downloading the latest Internet Explorer 8 or Google Chrome.
Q: How frequently can I receive a report for my campaign?
A: You can receive daily reports with a final recap at the end; weekly reports with a final recap at the end; or simply one final recap at the end of your campaign. Unless otherwise specified, you will be receiving reports on a weekly basis.
Q: My campaign with a survey includes questions with a write-in answer, how can I see those answers?
A: Click on the “Download Responses” link below the blue Download button. That will open an excel file with every member response and their answers.
Q: What is that number next to the campaign name in the subject of the report email?
A: That number refers to the internal campaign ID for our automated reports.
Q: I just got the final report for the last week of my campaign but I don’t have a recap, when will I get that?
A: All recap reports will be sent the day after the end date of your campaign.
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