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We've revamped the entire exporting process and, as a result, expanded the options for detailed exporting. While those details now export individually, you should see much faster and more consistent exporting in your account. You can read more about the new process for exporting your mailing response here!
I just noticed that the Export Responses option has changed! Before, everything was included on separate tabs but on one spreadsheet. Now they all come as separate spreadsheets! I have to say, this is very inconvenient for us. Now we will have to combine all of the spreadsheets to build our report. What is most concerning about this change, is that nothing was communicated. I'm a little frustrated with this. Is there any way to revert back to the old export option?
Thanks for your reply Katie. I've attached an image of how we currently use the read reporting tool. About a week after our mailings go out, we gather the read report data and send this information to our markets or to a specific point person who is responsible for reviewing the data providing any necessary updates, changes or feedback. With all of this information being delivered on separate spreadsheets, this may cause some backup in our process. Do you have any suggestions on how to make our process more efficient while using the updated exporting process?
This new way of responses being exported is a real nightmare for us. Is there anyway our account can be reverted to the old way?
We liked everything being on one sheet as it allowed us to send the stats to the appropriate consultants in a simple and easy form, this new way will be so hard for a novice to decipher.
It may be faster but not user friendly. We export the report to our customers and having them go from page to page is not going to work well. I hope that you can come up with something else. Thanks
My name is Matt, and I'm the product owner who worked on this exports project. I want to jump in to explain why we broke this Excel Workbook format up into multiple csv files. But first, I want to say I'm really sorry to hear this is causing problems. We had hoped this update would be an improvement for everyone across the board. I approached this project with one main problem to solve: Our exports were very, very slow, and if you were exporting a list of any size (say, over 15,000 contacts) it could take hours to complete. (One client was experiencing exports taking up to 24 hours to complete.) In some cases, the export wouldn't work at all.
This was our most reported bug in our application. Larger accounts couldn't export their data at all, at least not without the help of someone here at Emma. There are two main chunks of work done when exporting data like this. First, the data is gathered from our system. Second, that data is transformed into a presentable format for the user. As we analyzed this work, we found that while we could make our gathering of the data a bit faster, more than 80% of our speed problem lived in that second part, transforming and presenting the data as an Excel workbook.
We researched some options to see if we could make this faster, yet creating an Excel workbook with multiple sheets is a costly process when you have a lot of data in play. That's when we made the decision to switch from an Excel export to a csv format. We knew that csv files would not allow a tabbed spreadsheet, but they do allow for lots of speed. It also meant that users could pick and choose the data they wanted instead of having to download the entire detailed export (a request we received pretty regularly). In this way, we could give you the same data to choose from with options for what to receive, while speeding up the process immensely. After this change, that export that took over 24 hours can be run in just over four minutes. That came at the expense of eliminating the Excel workbook approach.
I'd love to know more about what you're doing with this exported data to understand where you're hitting a roadblock now. If we can understand the need you're trying to meet, maybe we can figure out a way to get there by a different path, whether that means tweaking this exporting code or perhaps introducing some other feature to meet that need in a different way. We do have some additional export improvements on the roadmap for the near future, and of course, we always want to hear what would be most valuable to our users. Thanks in advance for sharing your workflow!
First of all thank you for explaining clearly why the export response has been changed. We pull off our responses twice, once 24 hours after the mailing was sent and again a week after. We then sent the exported workbook to all the consultants in our office so they could start business development with the people who clicked.
The people who are receiving the response stats aren't very tech savvy so I would have to reformat the whole workbook to make more sense, now I have to re-format 13 spreadsheets in to one workbook and then re-format it to make more sense to people who need it to be simplified.Also our consultants don't want to have to go through 13 spreadsheets, so that isn't an option.
The old process used to take me approximately five mins, including waiting for the download. I have timed myself with the new export and it now takes me 8 mins just to put the spreadsheets into one let alone format it, as you can imagine this is slightly annoying!
Thanks so much for all of the feedback here, and again, I'm sorry to hear that this new exporting method is creating some headaches for you. However, going back to the old method really isn't an option in this case. The previous exporting code had many, many bugs that were fixed with this change, and it also required a lot of system resources to do any export, often causing the Emma application to slow down for all of our customers, even for small exports.
I am continuing to research possible ways to ease the problems you're having, and I'll update here with any new details or plans as that develops. For now, I also wanted to share a few other features that are under consideration that I hope will help here. None of these features involve an Excel spreadsheet, but they are all designed to make accessing and manipulating your data easier.
- Export mailing response overview as a PDF file - In many cases, we've found that folks are exporting their response results in order to create a more visual report about their mailings. We want to provide that visual reporting for you so that you don't have to recreate it elsewhere.
- Multi-user support - In many of the cases above, it sounds like you're exporting data so that someone else can have the data for various purposes. We'll be rethinking how multiple users collaborate within an account soon so that those folks can access that data directly themselves with their own login.
- Buttons to export data on each response tab - This is a small update, but will allow you to export the data you need directly from the page where it lives.
If there are other features or additions we could make to help this process outside of bringing back an Excel workbook, I would be eager to hear them. I'll certainly continue researching that option, but so far, the findings haven't been encouraging.
Also, if your use case here is that you are exporting this data in order to manually enter it into your CRM, I'd be very interested to know what CRM you're using. I am also the product owner for all of our integrations, and it's possible that we could address this problem in an easier way than importing and exporting data.
Thank you again for your feedback on this, and I truly hope we can find some solutions that make your workflows easier while also allowing Emma to work at peak performance for all of our customers.
I just discovered the export change myself and will join the chorus of those not happy with it. Thought I would add my two cents here as well.
We do one or two mailings per month with each mailing divided into six campaigns in Emma, one for each of our six salespeople. Several days after each mailing, I export the results of each campaign and distribute them to the appropriate salespeople via email. Until this point, it was easy for me to download the single Excel file and forward it to the salespeople, and it was easy for them to just open the single Excel file and look at the various tabs within it. We never had any issue with the time it took for the export.
I think the new method of having separate CSV files for the overview and each type of detail is cumbersome. Either it will take the salespeople longer to go through the results, or it will take me some additional time to prepare a single file for them. While it isn't a huge amount of extra time, it is still a step back for us since we never had an issue with the old method.
I understand your reasoning for the change as obviously some of your customers DID have issues with the old method, and it sounds like you won't be going back to the old method in any case. One compromise that would work for us would be to generate a SINGLE CSV file for the detailed results instead of breaking these into multiple files. You would need to add a column for type and additional columns to cover all of what is needed for each type. For us, this would actually be better than either old or new method in that the salespeople could open it in Excel and easily sort and filter it as needed. One thing the salespeople like to do is lookup the results for a specific email address (or addresses), and a single file would make it easier to do without having to check multiple tabs or files.
Multi-user support might help, but it depends how it is implemented. In our case, the only thing that other users would need to do would be to view the results of their own campaigns. The main issue is that we still want to prepare and send campaigns centrally, so we would need some way of tagging which campaigns could be viewed by which users.
Or an even easier method would be to just generate a link to a response page for each campaign. So I would go to a campaign response and generate a URL to the response for just that campaign. I would then email this to the salesperson who would just click the link to view their results on the Emma website. Since security is an issue perhaps one time passwords could be generated for each URL, and these could expire after X number of days. The idea is to let them view the results without them having to log on in a more formal way.
In any case, please continue to work on the export feature as obviously it is not ideal for a number of us now. Oh, and I like the buttons to export on each response tab idea!
Anyway, here is my feedback and the responses I got
I have been using myemma for many many years, from memory it was probably
back in 2004 that I started using the system for a client.
I have always been impressed with the easy to use interface, the customer
service and in particular the reporting function. Unfortunately the
reporting aspect is not as user friendly any more. When split tests were
launched it was not possible to report on them which defeated the object,
granted now it is possible but putting everything in separate csv files
appears ridiculous to me. I can1t log in and see your reasoning but one
of the best things about myemma was the ease with which you were able to
report on a campaign, everything in one easy to read spreadsheet and as
long as the time was put in ahead of the mailing to name links etc the
data you got out was easy to understand and navigate. Now I am presented
with something that I have to manually put into a single spreadsheet to
share with a client. It is a very BIG step backwards in my opinion.
Thank you for your feedback on the new export process. I have passed your
thoughts along to our Development team for review. I know this feedback
will not be taken lightly, as our Developers first look at customer
insights when new features and updates to the application are being
considered and implemented. The change made to the exports process did
improve the overall customer experience, as some accounts were unable to
export any data and if they were able to, if could take days to do so. I
imagine this isn't the end of the story for detailed exports, but rather
a move to a faster, more predictable export experience.
Thank you again, and hope you have a great day!
1. Getting the info OUT of Emma. It is an extremely cumbersome and time consuming method if you say "I want to export campaign data" and
2. Getting the (finally) exported data from Emma into a digestible and shareable format. A zip file (which was a huge hoop for me to jump through with IT to even be able to download this file type - a common restriction) with multiple cvs files just isn't helpful. It puts the work onto your users to make their data usable.
Possible Solutions for #1:
At least make the process for GETTING the exports easier. Why are there so many steps? Ex: Go to specific campaign response, view response, export, go to exports, download...then start over for every campaign. It's very cumbersome.
From the response view and the arrow to the right that shows "view/delete/share" you could add an option for export response. Even better would be the ability to mass-select multiple campaign responses at once and export all the responses (right now the only mass-select thing you can do is delete, which is better than it used to be but still not very helpful). In addition, being able to download multiple exports at once.
Think: if I'm exporting the campaign results for the past two months (which I do every two months), that's 44 campaigns in my account. Can you imagine the amount of work it takes to just GET these 44 exports out of Emma? I highly suggest you try it for yourself before you say, "this method is easier because it takes less time to run."
Hello again everyone,
Thank you for your continued feedback here, and again, I am very sorry to hear that this change has caused so many problems for you. As I stated above in my last large post, going back to the previous method is not an option for a lot of different reasons, but I am hopeful that there are ways to solve the problems you're facing in a different and better way.
When I read through these responses, what I hear is that many of you have traditionally been exporting your full response data so that you can manipulate the data in additional ways which you then provide to other members of your team.
This is the problem I really want to solve.
You shouldn't have to export a giant spreadsheet and manipulate pages of data in order to have something presentable to your colleagues. You shouldn't have to export every mailing individually (or at best, five at a time) so that you can compile those results in one place for comparison. You shouldn't have to re-enter data from Emma into another system in order to keep things up to date.
Here's what you should be able to do:
- Access useful data easily and quickly inside of Emma
- Report on that data in a useable format
- Share those reports with your colleagues and management in a readable and understandable format
- Pick and choose what data you want to report on, even beyond the standard response data we show now
- Connect this data back to your CRM or other internal systems that need this data
We already have plans in motion to address much of this. We want to provide data to you that's valuable and easy to manipulate. In reading the responses above, I see a lot of hours spent copying and pasting, formatting, re-arranging and contextualizing data. I would rather save you all of those hours and have Emma do this work for you. Here are some of the ways we're planning to address these issues:
- Improve our comparative exporting - We want to allow you to compare as many mailings as you like, with an easy way to search and sort for those mailings you need. We also want the export itself to actually be comparative so that you can see trends and changes.
- Better types of reports, phase 1 - Right now, you can get information about one mailing at a time. We'd like to provide the ability to see things like open rates over time, click rates over time, etc. We'd like to provide this in an exportable format that gives you the data itself, or a slick looking graph or chart that's easily understood by your entire team.
- Better types of reports, phase 2 - We're currently beefing up our database capabilities behind the scenes, and the end result of that work will allow us to provide even more interesting reporting options. How about comparing two different groups or segments to see how their open rates compare over the last six months? Or maybe you want to compare the engagement of two different demographic groups? How about comparing open rates from different locations? These are the sort of more in-depth reporting options we are aiming to provide in 2016.
- Expanded integrations - We're continually working to improve the integrations we already have with other companies, and we'll continue to add to that list as well. Integrating into your CRM is a great way to cut down on the manual labor of updating numbers in multiple places.
I am still very interested to hear from you to understand your workflow and what you're doing with your Emma data. Your input here will definitely inform our future work as we continue to try and improve the Emma product.
If you're willing to schedule a call to talk through your workflow in more detail, please comment below and I will reach out directly. Even better, if you're close to Nashville, I'd love to come to your office and see what you're doing firsthand. The better we can understand the needs of all of our customers, the better we can serve those needs.
Thanks again for all of your input here so far.