What: Update the Email Broadcast Tracker Report with the latest data from Keap/Infusionsoft.
Who: VA
Why: The report will show the most effective email broadcasts in terms of open rate, etc.
When: Every month
Updated: 7 October 2025
Go to the Keap/Infusionsoft login page.
Enter your credentials and sign in.
Click the three vertical lines (☰) beside the Keap logo to open the main menu.
Under Marketing, click Reports.
From the list of available reports, select Email Broadcasts (Check the status of Email Batches that you have sent)
In the report filters, set the following:
Sent by: VA Name/s
Date Range: From the previous report date to the report generation date
Click the blue “Search” button to generate the results.
Go to Dropbox > 2022 Virtual Assistant Team > ADMIN > Reports
Open the file: Email Broadcast Report.xlsx
Fill in the following columns with the corresponding data from the IFS/Keap report:
Date - Date the broadcast was sent
Email Subject - Subject line of the broadcast
Promo - What was promoted in the broadcast (e.g., ISCA, DMM, etc.)
PS - What was promoted in the postscript section (e.g., ISCA, DMM, etc.)
Total - Total number of recipients for the email
Sent - Total number of emails successfully sent (excluding bounces)
Open Rate - Percentage of contacts who opened the email
Click Rate - Percentage of contacts who clicked a link within the email
Bounced - Total number of emails that bounced
Opened (Unique) - Number of unique contacts who opened the email
Opened (Total) - Total number of opens (including multiple opens by the same contact)
Clicked (Unique) - Number of unique contacts who clicked a link
Clicked (Total) - Total number of clicks (including multiple clicks by the same contact)
Opt-Outs - Number of recipients who unsubscribed from this email
Review the data for completeness and accuracy.
Click File > Save to save the updated tracker in Dropbox.