Infusionsoft is a powerful tool for automating your sales and marketing. If you’re like many users, there are a ton of features that you’re either not aware of or you know they exist, but you’re not sure how to use them in your business and while the Infusionsoft User Guide is an awesome place to start, sometimes it’s just easier to have a bit more guidance and some specific use-cases to see how something can work for you.
That’s what I’m here for!! I’ve been using Infusionsoft for 15+ years and I’ve learned lots of ways to use different features in ways that they probably weren’t intended! I’ve also seen really cool aspects of the software go largely unused simply because users didn’t know they exist or didn’t know how to use them.
I want to talk about the Email Status Search report. I use this report all of the time and want to share some of the most useful things I do with it. We’ll use this report ALOT when we get into email list hygiene, but for now we’re only going to be discussing pulling email addresses that are valid & have not opted out or reported SPAM
The Emails Status Search report is found in Marketing–>Reports. For a quick video of how to get to it, click here. It’s most basic function is to allow you to search for contacts with certain email statuses. There are a bunch of them listed (most of which mean that the contact canNOT receive your emails), but the three we’ll be dealing with today are:
- Confirmed (Legacy)
If you select all three of those statuses and hit search, you can see how many people can actually receive your emails. These are the mailable statuses.
Right now some of you are thinking, “I send out broadcasts a couple of times a week and my list is always about x number of contacts, but this list is only pulling y. How can that be?”
This occurs when a broadcast list is pulled only based on a tag or a campaign or a product is purchased. If the email status isn’t also taken into account, you end up with contacts in the broadcast who CAN’T receive any email. This throws off your reporting and gives you a false sense of your actual list size.
What’s the remedy? Pull your list through the Email Status Search using the same criteria you use when pulling your list the way you usually do.
To do this, go to the Email Status Search report and select the three mailable statuses, then click on the Misc Criteria tab. From there you can select the same tags, products, or subscription programs you’re already used to using.
Once you have the list, click on the “Actions” button in the upper left corner of the report, then scroll but 3/4 of the way down the list and select “Send a Broadcast (Email, Fax, etc.)” and Voila! You’re sending your broadcast!
If this is a list you send to on a regular basis, be sure to save the search and add it to your homepage (or create a widget for it – I’ll go over that in a later post), so you don’t have to select the criteria each time.
There you have it! The best way to pull your lists for sending out email broadcasts! I hope you found this information useful and that you’ll check back for part 2!