Procedures

How to Access Tracking

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view the list of email jobs.
3. Select an option from the Showing field on the my tracking toolbar. See How to Filter Job Views for information on each of these options.

Note: You may click the Set Grid Preferences button on the my tracking toolbar to choose which columns to display in your tracking grid. See How to Set Grid Preferences for a list and descriptions of these preferences.

4. In the Name column, click the link for the job for which you want to view tracking.
5. Click through the various tabs to view the tracking data. For details, see Why Use Tracking.

How to Filter Job Views

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view the list of email jobs.
3. To filter out which jobs the tracking screen displays, go to the Showing field on the my tracking toolbar. Then use the Showing drop-down list to select one of the following:

How to Set Grid Preferences

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the Set Grid Preferences button to view the Tracking Grid Preferences screen.
4. Choose which columns to display in your tracking grid. You may choose from the following:

How to Compare Email Sends

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Select the checkbox in front of each job you want to include in the comparison.  The Compare Email Sends button on the toolbar becomes active after you choose at least two jobs.
4. Click the Compare Email Sends button.  The Compare Results screen displays the list of sends you selected for your comparison.  You see the following data for the jobs you selected:

How to Manage Salesforce Data

To manage Salesforce data, you must have the Administrative Data Management user permission. You also must belong to a Salesforce integrated account. You use this feature to control the amount of storage you are using in Salesforce and to carry out general housekeeping tasks. For example, you may realize that you have data stored in Salesforce for the last three months when all you need is information from the last 30 days. Remember: This information will still be available in ExactTarget.

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Select the checkbox beside each job you want to manage. The Manage Salesforce Data button on the my tracking toolbar becomes active.
4. Click the Manage Salesforce Data button. A Manage Salesforce Data dialog box appears. This allows you to delete specific tracking information from Salesforce.com.

5. Click the Delete button.
6. A Manage Salesforce Data Confirmation box appears, stating:

(The # in the second column represents a number.)

7. If you are sure you want to continue, click Delete. If not, click Cancel.

Note: The second Delete button will be grayed out and unavailable if you have zero records for the three options shown in step 6.

How to Move a Job to a Different Folder

Follow these steps:

1. Select the checkbox next to each job you want to move.
2. Click Move on the toolbar button. A Move Jobs dialog box appears, showing a diagram of the tracking folders.
3. Navigate through the folder hierarchy and select the folder into which you would like to move your jobs.
4. Click the Move button.
5. A confirmation message appears stating that your tracking job has been successfully moved.

How to Delete a Job from the Tracking Screen

Follow these steps:

1. Select the checkbox next to each job you want to delete.
2. Click the Delete button.
3. A confirmation message appears stating that your tracking jobs have been successfully deleted.

How to Select Subscriber Lists to View

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking. A list of email jobs appears.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click the Select Lists button on the my tracking toolbar. This message appears beneath the Select Lists button:

Select only the lists you wish to view:

This is followed by list names with a checkbox in front of each list. The lists displayed are determined by the subscribers who were sent to for that specific job. (You can find the lists for each job in the Summary module.)

5. Select only the lists you want to view and click Apply.
6. To hide this text again, click Select Lists.

How to Use the View Printable Format Tool

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click the View Printable Format button on the toolbar to view how the Overview tab will look if you print it.
5. Scroll to the right. You see a box that states:

You may need to adjust your print settings, such as margins and scaling ratio, until you see the preview of the page you want.

6. Click Update and Print.

How to Create PDF and Excel files from Tracking Tabs

The tabs in the my tracking view present different printing options:

• The Overview tab may be exported as either a PDF or an Excel file.
• The Click Activity tab may be exported as a PDF in Email Overlay view or an Excel file in Link View.
• The Conversions tab may be exported as an Excel file.
• The Surveys tab may be exported as an Excel file.

The PDF file presents a visual representation of the screen or email, while the Excel file contains data on the report requested.  Follow these steps to create a PDF or Excel file from the my tracking tabs:

1. Click the Tracking button and select my tracking.
2. Select the tab you want to export in the workspace.
3. Click the Export button shown in the figure below:

4. In the first column of the Export window, choose whether you want to save your export as a PDF or Excel file and click the appropriate radio button.
5. If you choose to save the export as a PDF file, choose the modules you wish to include in the file, as shown in the figure below:

6. Choose whether you want to view the file in a web browser window or have it sent to you as an email attachment and click the Export button.
7. If you choose to export the file via an email attachment, enter the email addresses you wish to send to in the email window, separating each address with a semicolon. Click Send when finished.

Please note that you must have a program capable of reading the files you create in order to view them on your computer.

How to Use the Search Tool

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. You may click any of the unique number links to see the list of subscribers for that link. A new toolbar appears with the Search button on it.
5. Click Search.
6. A Search field appears with directions to search by email address or subscriber key.
7. Enter the email address or subscriber key you want to view and click Search.

Note: You can also use partial searches, such as .com, ted, or smith to find individual or multiple subscribers.

8. The information for that subscriber key appears as the only row of the screen.

Note: Be sure to click the Search button to begin your search. Entering your search text and then clicking Enter will not work.

How to Use the Export All Function

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click any of the unique number links on the Overview tab to see a list of subscribers for that link. A toolbar appears with the Export All button on it.
5. Click the Export All button. 
   Realize that all subscribers are exported regardless of whether you select certain subscribers or not.
6. Select the attributes you want to export by clicking certain attributes in the Available Attributes box and clicking add to put the attributes in the Attributes to Export box. Or, if you want to export all attributes, click add all.
7. Select the file type you would like to use:
   • Comma Delimited Format (CSV)
   • Tab Delimited Format
   • XML Format
8. Select the Would you like the file zipped? checkbox if you want a zipped file.
9. Select the Would you like the file emailed? checkbox if you want to email your exported file. If you select this option, you must complete the email address field.
10. Click the Export button on the toolbar. The processing screen appears until the export is complete.

How to Use the Copy All Function

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking. A list of email jobs appears.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click any of the unique number links on the Overview tab to see the list of subscribers for that link. A toolbar appears with the Copy All button on it.
5. Click the Copy All button.
   Realize that all subscribers are copied regardless of whether you select certain subscribers or not.
6. A dialog box appears with two options:
   

   Option	Description
   Existing List	Select an existing list by navigating through the diagram of folders provided.
   New List	Name - Enter a name for the new list. Description - Enter a description for the list. Public checkbox - Select this checkbox if you want this list to be displayed in the Subscription Center. A subscriber can opt in or opt out of any public list. Select a folder for the new list - Select a new list by navigating through the diagram of folders provided.

7. After you choose one of these options, click the Copy button in the toolbar. The processing screen appears until the list copy is complete.

How to View Properties

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click any of the unique number links on the Overview tab to see the list of subscribers for that link.
5. Select the checkbox beside the subscriber you want to view. The View Properties button on the toolbar becomes available.
6. Click View Properties. A dialog box appears. This dialog box contains five tabs:

   Tab	Description
   General	<subscriber's email address field> - This field displays the subscriber's email address. Subscriber Key field - Displays the subscriber key for that subscriber. Created - Day, date, and time the subscriber created this listing (by performing a unique action). All Subscribers Total Bounces - Total bounces for all subscribers. Unsubscribed - Date and time the subscriber unsubscribed (if applicable). If the person did not unsubscribe, displays N/A. Unsubscribe from all button - If the person did not unsubscribe (N/A), this button appears. Clicking Unsubscribe from all causes an Unsubscribe dialog box to appear. Here, you can choose to have this email address unsubscribed from all current and future lists. The email address is listed, and below that, a Reason box, where you can fill in the Reason for the Unsubscribe. Activate button - If the person did unsubscribe, an Activate button is provided. This allows the person to subscribe to lists in the future. It only activates the subscriber on the All Subscribers list-not on any specific lists. After you click this button, it toggles back to the Unsubscribe from all button. Click OK to save your settings.
   Attributes	Profile Attributes - Lists the profile attributes and the values for each subscriber. Preference Attribute - Lists preference attributes, such as HTML Emails. The Value column contains a checkbox to activate or deactivate that preference.
   Lists	List Name - Indicates which lists this subscriber belongs to. Added - Date subscriber was added to each list. Unsubscribed - Date subscriber unsubscribed from this list (if applicable). Otherwise, indicates N/A. Add button - Click this to add the subscriber to additional lists. Remove button - Click this to remove a subscriber from the list. Details button - Select a list and click Details to get more information on the selected list. You can also subscribe or unsubscribe a person from the list.
   Groups	Group Name - Indicates which group this subscriber belongs to. Last Refresh Date - Indicates the date and time the information for this group was last updated. Unsubscribed - Date subscriber unsubscribed from this group (if applicable). Otherwise, indicates N/A. Details button - Select a group and click Details to get more information on the selected group. You can also subscribe or unsubscribe a person from the group.
   History	Shows your selected subscriber's activities over the past 90 days. Date - Date the activity occurred. Activity - Type of activity (such as Email Opened, Link Clicked, Responded to Survey). Email - Indicates which email the activity occurred in. Survey Details button - Becomes active when you select a survey response. Click the Survey Details button to learn more about the survey response.

How to View History

Follow these steps:

1. Click the Tracking tab.
2. Click my tracking to view a list of email jobs.
3. Click the link for the job you want to view. The Overview tab for that job appears.
4. Click any of the unique number links on the Overview tab to see the list of subscribers for that link.
5. Select the checkbox beside the subscriber you want to view. The View History button on the toolbar becomes available.
6. Click View History. A dialog box appears. The title bar contains the name of the subscriber you selected, followed by the word Properties. The dialog box opens directly to the fifth tab: History. This is basically a shortcut: Instead of viewing properties first and then going to the History tab, you go directly to the History tab. The tab is the same as the History tab of the View Properties function.

How to Create Lists from Tracking Data

You can create subscriber lists based on subscribers that performed certain actions relating to a specific email send. Follow these steps to create those lists:

1. In the ExactTarget application, click the Tracking tab.
2. Click the My Tracking folder.
3. Click the name of the email for which you wish to view the tracking information.
4. In the appropriate tracking information module, click the hyperlink for the statistic from which you want to build the new subscriber list. For example, if you want to get a list of subscribers that did not open your email, click the number listed next to Did Not Open in the Unengaged Subscriber module.
5. Click the Copy All button.
6. Choose whether to add the subscribers to an existing list or a new list and click the appropriate radio button.
   • If you are adding subscribers to an existing list, select the list in the application workspace.
   • If you are creating a new list, perform the following steps:
     • Enter the Name and Description of the list.
     • Choose whether to make the list public by clicking the Public checkbox.
     • Choose the location on the list in the application workspace.
7. Click the Copy button.

The application displays the progress of the list creation or addition and confirms success once the process is completed.