Since releasing Version 6 of our app in the spring, providing greater campaign insight for our clients is one enhancement we are particularly proud of. But now we’ve dug a little deeper to unearth that extra bit of insight that could see you strike gold with your campaign performance. Hard hats at the ready, let’s take a closer look.

It’s common practice for marketing teams at investment management firms to distribute emails on behalf of Relationship or Sales Managers working directly with the firm’s clients. As a result, campaign distribution lists are split by the particular manager clients have interacted with. The trouble is, without delivering multiple email campaigns, it can be challenging to divide your data effectively. And your Relationship Managers often want to know how the email performed for just their own clients.

This is a familiar story for most of our clients. But now our new feature resolves this, enabling you to effortlessly view, manage and extract your data for each individual Manager.


Once your email has been launched, you can filter by Relationship Manager in the Campaign screen, as shown above. This will provide individual campaign stats, showing level of engagement and activity for just the Relationship Manager you select.

There is also a new screen that can be accessed from the Relationship Managers tab within a Campaign, which tabulates all the Relationship Managers stats so activity can be compared side by side to identify who has the most engaged clients. It may be that a particular fund is of greater interest or that the manager has developed a strong relationship with their client base.


There is one additional feature that will really impress your Relationship Managers. From the same screen, simply click on the Manager name to export a PDF that will instantaneously provide all the engagement stats for the email campaign in a clean and presentable format. A real time saver.


If you would like to know more about this new feature or have any questions, please get in touch. Stay tuned for more updates and enhancements to V6.