Marketing reports

To access Marketing reports, open the App Drawer then click View All > Reports > Marketing.


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Marketing reports allow you to review and better understand your communication with clients and see which staff member sent each message. For information about other report types, see Reports.

Report types in marketing reports

Report

Description

Email History

Displays the details of all automated notification emails, automated marketing emails, and customized emails sent to clients during the selected date range.

Lead Management

Displays all leads added manually or captured using the Lead Capture Widget and lead capture automated marketing campaigns during the selected date range.

Marketing Campaigns

Displays all email and SMS automated marketing campaigns sent from your WellnessLiving account. You can view delivery statuses, resend a campaign to unopened recipients, and monitor campaign performance.

Notification Count

Displays a summary of the total number of emails, SMS messages, and postcards sent during the selected date range.

Postcard History

Displays a list of all postcards that were sent to clients during the selected date range.

SMS History

Displays an overview of all SMS messages sent to clients during the selected date range.

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