Can I exclude certain mailings in the Home page monthly performance averages?

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  • Idea
  • Updated 3 years ago
  • Not Planned
  • (Edited)
I sent a mailing (not a test) to one person internally. When she opened it and clicked on something, it obviously had a 100% open and click rate, so that's skewing my monthly performance average on the Home page. I deleted that mailing in the Response section, but it's still showing up on the Home page and in the monthly performance average. Is there a way to exclude certain mailings in calculating the averages? Thanks!
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Stanford University Press

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Posted 4 years ago

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Katie Lewis, Official Rep

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Hi! There isn't a way with this first iteration of Home to remove mailings from being calculated into your average. I definitely understand why you'd want to exclude this mailing, and I'm sharing this use case with our Product Team.

Had you decided to send to that person via Review & Send because maybe they didn't receive the mailing before and you wanted them to have it as a one-off? I'm guessing you had a reason like that for not using the Send Test button, and I want to make sure I'm understanding. :)

Thanks!
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Stanford University Press

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Thanks, Katie.

I wanted to be able to track shares because the person I was sending it to was going to share it on social media. And yes, she was receiving it as a one-off because I accidentally excluded her in the original mailing.
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Katie Lewis, Official Rep

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Got it, thanks! I imagine it would need to be all or nothing for a mailing: You could either pull in a mailing's opens, clicks, shares, etc. or nothing at all from that mailing. So in this example, if you'd be able to remove a mailing from your stats on Home, I don't think you'd be able to specify that you wanted any shares that resulted from it to be included.

However, I've shared all this great info with our Product Team and will let you know what I hear back!
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Stanford University Press

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I understand. I don't want any of it to be included in the Home page summary. I just wanted to be able to see if the share from this one person created more views. Thank you for passing on my feedback!
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Katie Lewis, Official Rep

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Hi again! I just spoke with our Product Team: We definitely have plans for greater flexibility in choosing what mailings you want to report on, but the unknown right now is exactly where that would live and what it would look like in the app. We intend to look at ideas like this in the later part of this year. I'm marking this as Not Planned until we have more definition around our next steps with Home.

There aren't plans to add shares to Home. It's one of those metrics that's often pretty small, whereas a lot of focus on improving your email marketing tends to be on opens and clicks, so we included those. If we see a trend of clients asking for this, though, we'll reconsider working it in!
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Rachel H.

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Hi Katie,

I know this is an old thread, but I would also be interested in a feature that would allow greater flexibility in choosing what mailings to report on. Is there any update on this? 

An alternative that would address this issue is a "resend" feature that would incorporate the data from subsequent resends into the response data from the original mailing. From our company's previous experience with Constant Contact, I know they have a feature that does just that by detecting new contacts that have been added to the original list since the mailing was first sent. (For example, if I sent the original email to the list "Weekly Update" and then add new contacts to the list "Weekly Update," when I resend the email, it will send only to those new additions to the "Weekly Update" list.) This was extremely useful, because all of the response data remained associated with the original mailing.

Thanks for considering!
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Emily Hollingsworth, Alum

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Hi Rachel! Thanks for chiming in here. I'll see if I can get an update for you.
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Emily Hollingsworth, Alum

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Hi again, Rachel. This Idea is currently Not Planned but I'll be sure to update you if that changes!

To your second suggestion here, I wanted to ask if you've considered using segments and/or automation for those resends. You can use segments to keep a live, dynamic count of contacts based on specific criteria. In this case, you could send those resends to a segment that looks for folks in the original group that haven't already received a mailing recently (coming soon - the ability to exclude segments at the point of send). Additionally, if you set up your weekly email to send as an automated workflow, those resend responses will all be organized as part of the workflow response. 

Curious to see if you've explored working either of those features into your strategy. Let me know if I can help!
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Rachel H.

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Hi Emily,

Thanks for getting that update! We just recently made the switch to Emma and I'm still learning about all of the tools now at our disposal. I hadn't thought to create a segment for resending, but I'll definitely have to look into that! Thanks for the suggestion.