This document will provide steps on how to generate a more detailed report of email bounce activity that can be customized to fit your needs. For general information on the tracking results of an email, visit the Email Tracking Report.
Step 1: Create the Email Bounce Results Segment
- Navigate to the Data Tab>Segments and click Create a New Segment.
- Join the Contacts Table to the Events Table.
- In general, to capture contacts that have an email bounce event, you will add criteria for Events>Event Type>Equal To> Email Bounce. You can then also add criteria for a specific tactic to see who has bounced from that tactic. This would look like Events>Tactic Name>Equal To> [the tactic you want to track]. You could also choose to look at all email bounces from the past week using Events>Event Date Time> Greater Than> %%today%%-7. See the below examples:
- Once you have the criteria in the segment set to capture all the contacts that you are interested in gathering in a report, make sure to check all of the boxes in the Contacts Table/Events Table that you would like to have appear on your report. These boxes can be selected to fit your needs. Use the Preview Results button to help determine which fields to check, as this screen shows what the report will look like when it sends.
- There are several different fields in the Events Table that contain email bounce data that you will likely want to capture in the segment. Please refer to this document for information about the data that is stored under each additional string in the Events Table.
- For example, AdditionalInfoString1 contains the Bounce Code. AdditionalInfoString2 contains the bounce message from the recipient's email server (may contain the bounce code such as 501 or 550). AdditionalInfoString3 contains the bounce categorization. AdditionalInfoString4 contains the technical IP and domain related info about the recipients email account. Checking these boxes under the Events Table will add this data to the segment for you to receive in the report.
- Once your segment is setup to capture all the data you would like to send in a report, you are ready for the next step.
Navigate to the Campaigns Tab and click Create a New Campaign or select a current campaign you would like to add to.
- Click Add Tactic and select the options for All Contacts in a Segment to Email an ROI Segment.
- Save the Campaign canvas view, and then select Setup to edit the tactic.
- Give the new tactic a name and a description.
- Under the "What?" section, select the option to send the segment as an attachment to the email as a CSV, HTML, or Plain Text or to send the segment inline within the email as HTML or Plain Text. This is based on your preference of how you would like to view the segment.
- Add the email addresses you would like the segment to send to under "To Email Addresses" and the email address you would like to have show as where the email was sent from under the "From Email Address."
- You can also add a new subject line for the email as well, and add text to the body of the email in addition to the segment that will send.
- You might want to place a link to this document that contains the email bounce codes and categories in the body of your email. This will allow you to open the document to help you understand what the codes mean when you open the bounce report segment.
- Under the "Who" section, select the segment you previously created with the data you would like to send out.
- Under the "When" section, select when/how often you would like the segment to be sent out. If the segment you created is tied to a specific tactic, you might only want the segment sent out once, a few days after the email was sent. If the segment you created is just looking at email bounces within the past week on any email, then you might want a weekly report.
- Once your tactic is setup to send the segment you want, when you want it to be sent, you're ready to click Save.
What should you do with this bounce report?
- Correct any obvious, easy typos in the email address.
- Go prospecting! Have they moved companies? Search LinkedIn for updated info.
- Clean your list. Remove these from your CRM for better data hygiene.
Please contact email@example.com with additional questions.