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export/print HTML click-map report

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8 comments

  • Phil Bosley
    I use the Chrome Plugin “Fireshot”.

    Sent from my iPhone

    ------Original Message------

    Hi!
    I am wondering if anyone knows how to print to pdf or share the HTML clickthrough report on an email (see below).

    Our emails can be long and with the scroll I'd have to take multiple screenshots then paste them together. Is there a way to print as PDF or export this out any-way to share with stakeholders?

    Gina


    email heatmap

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
  • Gina Azzarello
    Thanks Phil, It didn't work for me since it didn't see the pop-up window as it's own window and I am not able to open the report in a new window... ? Maybe I am missing something?

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 08-09-2018 02:04
    From: Phil Bosley
    Subject: export/print HTML click-map report

    I use the Chrome Plugin 'Fireshot'.

    Sent from my iPhone


    Original Message------

    Hi!
    I am wondering if anyone knows how to print to pdf or share the HTML clickthrough report on an email (see below).

    Our emails can be long and with the scroll I'd have to take multiple screenshots then paste them together. Is there a way to print as PDF or export this out any-way to share with stakeholders?

    Gina


    email heatmap

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
  • Phil Bosley
    Hmm... I’m going to test this tomorrow. I’ll check back with more detail

    Sent from my iPhone

    ------Original Message------

    Thanks Phil, It didn't work for me since it didn't see the pop-up window as it's own window and I am not able to open the report in a new window... ? Maybe I am missing something?

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
  • Morgan Nail

    Hi Gina,

    I'm a colleague of Phil's and he pinged me about this, just thought I'd jump in and outline our process.

    We pull full captures of email reports from Act-On pretty regularly.  The trick is that they're always in an iframe, as you said, so you have to get the frame open on its own.  We use a plugin called Open Frame to open the frame in a new tab, then FireShot to capture the new page as an image.

    I made a quick video of my process that you can see here: 2018-08-17_0905


    Hope this helps!



    ------------------------------
    Morgan Nail
    Marketing Specialist, Tactical Marketing Automation
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 08-17-2018 00:48
    From: Phil Bosley
    Subject: export/print HTML click-map report

    Hmm... I'm going to test this tomorrow. I'll check back with more detail

    Sent from my iPhone


    Original Message------

    Thanks Phil, It didn't work for me since it didn't see the pop-up window as it's own window and I am not able to open the report in a new window... ? Maybe I am missing something?

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
  • Phil Bosley
    And that Gina - is why I keep giving Morgan raises. What are we without our team?!

    Sent from my iPhone

    ------Original Message------

    Hi Gina,

    I'm a colleague of Phil's and he pinged me about this, just thought I'd jump in and outline our process.

    We pull full captures of email reports from Act-On pretty regularly.  The trick is that they're always in an iframe, as you said, so you have to get the frame open on its own.  We use a plugin called Open Frame to open the frame in a new tab, then FireShot to capture the new page as an image.

    I made a quick video of my process that you can see here: 2018-08-17_0905


    Hope this helps!



    ------------------------------
    Morgan Nail
    Marketing Specialist, Tactical Marketing Automation
    ------------------------------
  • Paul McDevitt
    Great that Morgan has a workaround but finding you have to do this kind of thing so often in Act-On you start to wonder why a Marketing 'Automation' platform is requiring sooooo many manual workarounds to get basic jobs done.

    Reporting in general is very poor and this is jut another example

    Cheers
    Paul

    Paul McDevitt
    Director, Marketing
    Unity Connected Solutions
    905 952 2534


    ------Original Message------

    And that Gina - is why I keep giving Morgan raises. What are we without our team?!

    Sent from my iPhone

  • Gina Azzarello
    Thanks Morgan,
    This is very helpful. I have a follow up question about this - we did our first newsletter with dynamic content and I noticed it was missing from the HTML report - is there a way for me to see reporting on how the dynamic content did? I wasn't able to find it anywhere...

    We were doing some segment testing so it is important to also see that engagement.

    Gina

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 08-17-2018 12:08
    From: Morgan Nail
    Subject: export/print HTML click-map report

    Hi Gina,

    I'm a colleague of Phil's and he pinged me about this, just thought I'd jump in and outline our process.

    We pull full captures of email reports from Act-On pretty regularly.  The trick is that they're always in an iframe, as you said, so you have to get the frame open on its own.  We use a plugin called Open Frame to open the frame in a new tab, then FireShot to capture the new page as an image.

    I made a quick video of my process that you can see here: 2018-08-17_0905


    Hope this helps!



    ------------------------------
    Morgan Nail
    Marketing Specialist, Tactical Marketing Automation
    ------------------------------

    Original Message:
    Sent: 08-17-2018 00:48
    From: Phil Bosley
    Subject: export/print HTML click-map report

    Hmm... I'm going to test this tomorrow. I'll check back with more detail

    Sent from my iPhone


    Original Message------

    Thanks Phil, It didn't work for me since it didn't see the pop-up window as it's own window and I am not able to open the report in a new window... ? Maybe I am missing something?

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------
  • Phil Bosley
    There isn’t unfortunately. This is one of the reasons Tactical MA recommends separate emails over dynamic content. Though not always the easiest option, it’s much better for reporting.

    With your message, You can download the click report and pivot the data in excel which will give you the metrics you are looking for.

    Sent from my iPhone

    ------Original Message------

    Thanks Morgan,
    This is very helpful. I have a follow up question about this - we did our first newsletter with dynamic content and I noticed it was missing from the HTML report - is there a way for me to see reporting on how the dynamic content did? I wasn't able to find it anywhere...

    We were doing some segment testing so it is important to also see that engagement.

    Gina

    ------------------------------
    Gina Azzarello
    UX Specialist, Email & Social Media Manager, Digital User Experience Team, SMUD
    ------------------------------

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