This recipe will cover how to see who has achieved a particular goal within a sequence.
Tag: Reporting
Infusionsoft Cookbook – Chapter 9.10 – Reporting On Who Received A Specific Campaign Step
This recipe will cover how to see who has already received a particular step within a sequence.
Infusionsoft Cookbook – Chapter 9.9 – Reporting On Who Is Queued To Receive A Specific Campaign Step
This recipe will cover how to see who is waiting to receive a particular step within a sequence.
Infusionsoft Cookbook – Chapter 9.8 – Reporting On Who Is In (Or Was In) A Specific Campaign Sequence
This recipe will cover how to see who is active in a particular sequence within a campaign.
Infusionsoft Cookbook – Chapter 9.7 – Reporting On Who Is In A Campaign
To close this chapter, we are going to go in depth into campaign reporting and all the different angles we can hit the database.
This recipe will cover how to see who, in general, is active in a particular campaign.
Infusionsoft Cookbook – Chapter 9.6 – Building The Perfect Sales Rep Dashboard
There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today. One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.
Infusionsoft Cookbook – Chapter 9.5 – Automating Saved Search Or Report Delivery
There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today. One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.