Maven Analytics: How To Set Up Email Broadcast Conversion Report
Once inside your Maven Analytics app hover over settings and click one the General Settings tab.
-Now head over to your Infusionsoft application, hover over the main navigation menu, then under marketing section click on the reports tab.
-You will see a list of your marketing reports, find and click the Email Broadcast Conversion Report link about half way down the list.
-Next (If need be, click Edit Criteria/Columns) Make sure your on the Misc Criteria tab. Now we are going to set the following date fields.
-Next click on the columns tab at the top right and make sure that all the available fields are in the left Custom Columns section by selecting the top field, holding down shift and then clicking the bottom field and clicking the arrows in the middle as shown below.
- Sort by: #Sent Descending and click Search
-You will see your saved search populate, just click the save button and select your user name the saved search (Ex: MA - Email Broadcast Conversion Report).
-Now Head back to your Maven Analytics and re-sync your infusion data by clicking the re-sync InfusionSoft Data button to the bottom right of the page.
-This means that your saved search: MA - Email Broadcast Conversion Report is now in the Email Broadcast Conversion Report dropdown menu in the upper left of your screen. Simply select the correct report and click the Save button at the bottom left of the screen.
-Now go hover over settings and select InfusionSoft Sync. Finally find the Email Broadcast Conversion Report and click the Sync Now button and your report will populate.
- CONGRATULATIONS! your Email Broadcast Conversion Report is now fully set up.