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            Guidelines for Creating Custom Report Types for Email Content

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            Guidelines for Creating Custom Report Types for Email Content

            Create custom report types that include email content and list email data. Marketers can then create reports to analyze and better understand the performance of their email content. Review the following guidelines and examples of reports.

            Required Editions

            Available in: any Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To create reports:

            Sales, Service, or CRM permission set

            AND

            Create and Customize Reports

            AND

            Report Builder

            To learn how to create custom report types, see Create a Custom Report Type.

            • To create reports that pull data from the email content record, select Email Content as the primary object on the custom report type. With Email Content as the primary object, marketers could create a report for all engagement statistics by email content record.
            • To get more report options for all list emails including emails sent from the email content record, add list email as a related object on the custom report. With Email Content and List Email as objects on the report, marketers could create a report that shows all email sends and related statistics by email content record.
            • With List Email as the primary object, marketers could create a report with email sends and related statistics for a given campaign.
             
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