RMRS

STANDARD OPERATION PROCEDURES (SOPs)

SOP | Updating Email, Push & FB Bot Stats Spreadsheet

The following is the standard operating procedure for updating the spreadsheet: Email, Bot & Push Notification Stats

 

To update the Email Stats (total sent, open rate & click rate):

  1. Open up the RMRS InfusionSoft website.
  2. Select the icon in the top-right corner and click “Email and Broadcasts” under Marketing.
  3. Select “Email and Broadcasts” from the menu below the word “Marketing”.
  4. Select “View Email Broadcasts”.
  5. Hold Control (Windows)/Command (Mac) on your keyboard and select “Antonio Centeno”, “Antonio Centeno” and “Olena Centeno”.
  6. Click “Search”.
  7. Under “Date”, find the email you are looking for.
  8. Under “Status”, check that it says Sent.
    1. “Stopped By User” means that someone has stopped it, either to edit and reschedule it or to cancel it.
    2. “Scheduled” means email is scheduled to be sent.
  9. Under “Total”, you will see the total number of recipients. Fill this information into the spreadsheet under “Total Sent”.
  10. Under “Report”, click View.
  11. Here you will see the open rate percentage (opens) and click rate percentage (clicks). Fill this information into the spreadsheet under “Open Rate” and “Click Rate”.

To update the Email Stats (number of clicks):

  1. Open up the RMRS InfusionSoft website.
  2. Select the icon in the top-right corner and click “Settings” under CRM.
  3. Click Tags from the menu below “Contact & Company Settings”.
  4. In the “Search” box, type in the date of the broadcast sent following this pattern: first 3 letters of month – day – year (–##).
    1. For example, if an email was sent on September 15, 2018, you would search: sep-15-18.
  5. Under “Number of People”, click Show Number to see the number of clicks.
    1. Tags ending in -video indicate number of clicks to video. Fill this information into the spreadsheet under “Clicks to Video”
    2. Tags ending in -sponsor indicate number of clicks to sponsor. Fill this information into the spreadsheet under “Clicks to Sponsor”
    3. Tags ending in -rbu or  -rebrandu indicate number of clicks to ReBrandU. Fill this information into the spreadsheet under “Clicks to Sponsor” as “# RBU”.

 

To update the Facebook Bot Messenger Stats:

  1. Login to Manychat.
  2. Click on ‘Broadcasting’ on the left.
  3. Scroll down to ‘History’ and find the chatbot that was sent the day you need to update the stats for. (Ignore the ones that say ‘YouTube Post’.)
  4. Under “Sent” you’ll see a number. Put that in the ‘Total Sent’ column.
  5. Under “Read(%)” you’ll see a number with a percentage in brackets. Put the percentage in the ‘Open Rate’ column.
  6. Under “Clicked (%)” you’ll see a number with a percentage in brackets. Put the percentage in the “Click Rate” column.
  7. Put the number in the “Clicks” column.

 

To update the Push Notification Stats:

  1. Login to https://app.onesignal.com/
  2. Click anywhere on this the blue graph under “Total Users Per Day”:
  3. Select “Messages” from along the top menu bar
  4. Find the message sent for the date you are updating.
  5. Add numbers from “Sent” to the “Total Sent” column in the spreadsheet.
  6. Add percentage from “Click” to the “CTR” column in the spreadsheet.