By Michael Miller
Michael A. Miller
VP/Creative Director Set Now Solutions
Since CorpNote uses an “eCard Business Model” at its core, 90% of the conversations we have with new customers involves how to send out their message. But CorpNote touts an equally impressive and powerful set of tools that lets you view and save incoming data for further analysis, and helps you measure the success of your online campaigns.
To get the most from your CorpNote membership, you need to know what kind of information is stored and where to find it. Understanding the type of data we collect will help you better understand, refine and improve your online results, no matter whether your needs are marketing, sales, event or customer-service driven.
There are four distinct areas where CorpNote saves data, which should become familiar to you as a member:
- Your Sent Cards bin
- Your Invitation Responses
- Your Survey Responses
- Your Address Book
1. Sent Cards bin [eCards > Sent Cards]
A card must be sent to appear in your Sent Cards bin. For every card sent, you can view the send date, the send list (recipients), and how many times the card was viewed (based on email click-through), including who viewed it, how often and when. The Sent Cards bin is your primary screen used to view the success rate of your eCard campaign, and each sent card detail allows you to easily follow up with a ‘tickler’ email to everyone who viewed your card, did not view your card, or both.
2. Invitation Responses [Invitations > Manage Responses]
As guests reply to your online invitation, their responses are electronically recorded in a database that you access via your CorpNote account. Before explaining what data is stored, a basic concept needs to be understood: CorpNote lets you send out multiple invitations to attend an event, but all of the responses get recorded, for that event, in the same event database. That means you can send different invitations to different groups (or at different times) and all of the replies will be visible on a single screen.
There is no limit to the number of events that you can manage simultaneously. The following instructions are for viewing the details of a single event.
Once your event has replies, you will see the number of responses on your Event Responses screen. Click on the “(number) Reponses” button to view the details of your replies. Below the event information and response summary, you will see an on-screen report of all your respondents. To export this data, click “Show Options” under the Customize your Response Report section, and select the information and sort preferences you desire. You can then view the data on-screen (“Refresh Report” button), “Send to Printer”, or “Create Excel Report”, which is great for printing name tags or for further analysis.
Event Response Reports allow you to export the following information fields:
First Name, Last Name, Company, Email, Attending (yes/no/maybe), Multiple choice answer 1, Multiple choice answer 2, Comments, Response Date, Registered By (name)
3. Survey Responses [Surveys > Manage Responses]
Like invitations, as guests reply to your online survey, their responses are electronically recorded in a database that you access via your CorpNote account. Surveys also work similar to invitations, in that you can send out multiple eCards with a link to take an online survey, but all of the responses get recorded in the same event database for consolidated viewing.
When at least one person has responded to your survey, you will see a “(number) Responses” button that lets you view individual replies and overall survey “Response Details.” After selecting the Response Details view, you can create a printer-friendly report or generate an Excel file with either ‘Aggregate Results’ or ‘Individual Results.’ The difference between these two report types are as follows:
Aggregate Results: This report lists all your survey questions and responses vertically, starting with question 1 at the top, listing multiple choice answers as percentages and comment replies as combined text fields. Aggregate reports include the following fields and survey response analysis:
Survey name, Total respondents, Question text, Answer text, response percentages, total respondents (per question), total skipped (per question), comments text
Individual Results: This report lists all of the questions horizontally across the top of the report, with each respondent’s answers as a separate row below the questions. Individual reports include the following fields:
Survey name, Total respondents, Question text, Answer text, Date, First Name, Last Name, Email, Company, multiple-choice answers, comments
Address Book: [My Account > Address Book]
CorpNote allows you to export the contents of your address book at any time. Whether you created your address book by manually entering names or importing your contacts from another program or file, CorpNote lets you export all of the following fields:
First Name, Last Name, Email, Category, Company, Birthday, Anniversary, Comments, Date Added
In addition to cost-savings, the benefits of eCards, online invitations and online surveys are their instant delivery and immediate feedback. The most successful online efforts are a result of continuous monitoring of this feedback, and ongoing strategy modification.
Whether you’re simply sending an eCards as a message, or managing multiple online campaigns, the data captured in your CorpNote account can be easily accessed. Your recipient’s actions and response information is a valuable resource for following up an existing effort, or for more effectively planning your next online campaign.