Opt-In/Opt-Out report

The Opt-In/Opt-Out report displays all subscribers on a specified list who have opted in or opted out of a campaign during the selected time frame.

To access an Opt-In/Out-Out report:

1. From the Reports menu, select Reports.

   The Reports table lists the available reports.

2. Locate the report in the Available Reports table:

   • To search for the report, enter all or part of the campaign name in the Search box at the top of the table, and then select  Search.

   • To navigate a multipage Available Reports table, use the pagination bar at the bottom of the table.

3. To download an available report in CSV (comma-separated values) format, select Download and then select Open file to view the report in a spreadsheet program, such as Microsoft Excel.

Creating a new Opt-In/Opt-Out report

1. From the Reports menu, select Reports.

   

2. In the upper-right corner, select Create New Report.

   

3. On the Create New Report form, enter a descriptive name for the report.

4. From the Report Type dropdown list, select Opt-In/Opt-Out.

5. From the List dropdown list, retain All or select one or more lists to populate the report.

   • To add another list, select the List field and select a list.

   • To remove a selection, select the List field and reselect it.

   • To clear your selections, select Delete.

6. From the Metadata drop-down list, select one or more profile fields to include in the report.

   

7. In the Report Timeframe section, select a preset time frame for your report data or add a custom time frame:

   • To select a custom timeframe, select Custom. Enter the start and end dates in MM/DD/YYYY format or select Calendar and select a date.

     Note: The end date is not included in the report.

8. In the Schedule section, select a date and time when the report will be built.

9. In the Frequency of Delivery section, select Never, Daily, Weekly, or Monthly.

   Tip: Select Never to hold a report until you are ready to run it.

   When the report is ready, it will be available from the Reports table. You can also email a copy directly to yourself or to other recipients.

10. (Optional) In the Recipients section, enter one or more email addresses, separated by a , (comma). Waterfall will send the report to these recipients when it is ready.

11. When you are done, select Save this Report.

    The report is added to the Reports table according to its schedule and frequency settings.