InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Date Filter Option in Template Analytics

We have introduced a new enhancement under the Engagement module in the Templates section. A Date Filter option is now available in Template Analytics, allowing users to filter data by a specific date range.

Use Case: This feature helps clients to find template analytics for a specific date and makes it easier to track performance.

To View the enhancement:

  • Navigate to Engagement
  • Click on Templates
  • You will be redirected to Engagement > Email Templates page
  • Select the preferred Templates 
  • Click on Action > three dots
  • From the dropdown, click on Analytics

Click on the Date Filter and select a Date Range from the dropdown to view analytics for the selected email template.

As shown below, from the dropdown select Custom Range to view analytics for the selected email template.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes