How do I track the performance of my templates?

Applies to: All (Users, Managers, & Admins)

We provide a template filter for the "Messages sent through Endear" reports under Insights that will let you see template usage and performance.

How to track the usage of Templates

Solution Overview

1. Click on Insights module

2. Go to "All Sent Messages" segment

3. Add Filter

4. Select Template

5. Select the Template you would like to see

6. Click Confirm

Step 1. Click on Insight module

Step 2. Go to "All Sent Messages" segment

Step 3. Add Filter

Step 4. Select Templates

Step 5. Select the Template you would like to see

Step 6. Click Confirm

How to track the performance of templates

Solution Overview

1. Click on Insights module

2. Go to "Team Sales" segment

3. Add Filter

4. Select Message Template

5. Select the Template you would like to see

6. Click Confirm

Step 1. Click on Insights module

Step 2. Go to "Team Sales" segment

Step 3. Add Filter

Step 4. Select Message Template

Step 5. Select the Template you would like to see

Step 6. Click Confirm

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