SkillsTx Knowledge Warehouse
ZoHo Campaign Report Extract
The following is how to extract a useful Excel format report from a ZoHo Campaign that can be used for Follow ups.
Instructions
Log into the ZoHo Campaigns and select the Campaign required
Select View Reports button on the required Campaign
Select the Download Icon
And then select: Download Recipient Activity Data option
You then need to filter the Select Data to Download. You can select All Reports if you like but, much of it will be noise, so I suggest selecting, Report Summary, Clicks & Opens:
For the Campaign Fields, I suggest you use All Fields. However you may choose to remove those you find irrelevant.
You may wish to change the name of the file in File Name
Scroll down the page and remove the option to have the file password protected. I suspect the password protection uses details from the person who created the campaign so you may have trouble unzipping the file afterwards otherwise:
Press the Download button at the bottom of the page. You will need to accept the pop-up explaining that the file will be emailed to you.
Once you have received the email you use the link in the email to download the zip file, and save it on your PC.
You will need to Unzip the file which is in Excel Workbook format. There will be a Worksheet for each of the data types you selected.
For Opens and Clicks I found it useful to select the full sheet, then under Data, use the Remove Duplicates option, Unselect All fields and select on the Email field & OK. This will provide a more concise view, as you possibly done need an entry for every Open & Select.
You can then filter based on the various fields available to you
