Reporting Definitions

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All relationships in Vestorly can be exported. The Reporting Recipient (which can be changed from the settings page) will receive a downloadable excel file. Below we’ve defined terminology to help you better understand Vestorly reporting.

Source = Where the contact began engaging with the content from for the first time. Possible sources include:

  • Newsletter – the contact clicked on content from an email newsletter.
  • Embed – the contact clicked on content from a Vestorly feed on your website.
  • Organic – a URL to a piece of content in Vestorly was shared with a contact or the contact found the link to this piece of content, by Googling your firm and the topic, for example.
  • LinkedIn – contact clicked on piece of content that was posted to LinkedIn.
  • Facebook – contact clicked on piece of content that was posted to Facebook.
  • Twitter – contact clicked on piece of content that was posted to Twitter.
  • Email – one of your existing contacts shared a piece of content via email.
  • Forward – a contact who received a forwarded email newsletter from someone whom was already in your database.

Status = Is the contact subscribed to receive your email newsletters?

  • Subscribed – contact will receive emails.
  • Unsubscribed – contact unsubscribed from email newsletter so they will no longer receive emails.
  • Bounced – the email sent to that contact bounced. Emails can bounce for a variety of reasons.

Date Added = Date the contact was added into Vestorly. Someone can be added into Vestorly by importing relationships or by signing themselves up via a social media post, website embed, or shared article.

Date Joined = Date the contact began clicking on content.


Added By = Who the contact was added into Vestorly by:

  • The firm.
  • Someone else who shared an article with him/her.
  • Themselves.