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.