Featrure Request: tracking engagement on contact records
Overview
Please describe your improvement in detail.
I have been watching a seminar program entitled "The Web 3.0 Future", offered by the ASK Method.
They have been reviewing the implications of changes to iOS 14 and 15. iPhones account for better than 50% of ne cell phone purchases. Their recent upgrades position privacy as a unique selling proposition for Apple. This has the effect of disrupting the business model of meta/facebook/instagram/etc and google/youtube/etc (responsible for roughly 85% of available ad inventory between them). The ripple effects impact all the businesses and organizations whose strategies depend on those platforms for lead generation.
In addition, the iOS 15 upgrade, along with corporate strategies within Apple, have rendered email open-rates as bogus and undependable. The only reliable data we have on email list subscription engagement levels it seems are click-throughs.
For a number of reasons discussed in today's segment if this seminar, it is becoming extremely important, in terms of email deliverability to be able to track by contact and to segment our lists by engagement history.
CiviMail does an excellent job of reporting on performance metrics for a mailing. What it fails to do it seems is to expose that data on individual contact records so we can meaningfully measure engagement by contact and use those measurements to segment our lists in appropriate ways for purposes both of list hygiene, and also for protecting sender reputation with the large email providers by managing email frequency by engagement history.
Example use-case
- Click on Contacts -> New Individual.
- Enter First Name and Last Name and click Save.
Send a CiviMail.
Current behaviour
What is currently possible? What limit ?
CiviMail does an excellent job of reporting on performance metrics for a mailing. What it fails to do it seems is to expose that data on individual contact records so we can meaningfully measure engagement by contact and use those measurements to segment our lists in appropriate ways for purposes of relationship building, list hygiene and protecting sender reputation with the large email providers by managing email frequency based on engagement history.
Proposed behaviour
What should happen? How is this better? If appropriate/available, include any wireframes or mockups.
CiviMail needs a means for exposing its engagement data on a contact record. In the activity view, I want to see not just that an email was sent, but also whether it was delivered, opened and clicked on. If opened, how often, when and from what IPs? If clicked on, the activity view should allow me to drill down to examine which links were clicked and how often, and perhaps also provide a link back to the mailing itself and its performance report.
CiviMail would benefit from shipping with a default rule, but also having hooks allowing CiviRules to be used to define an installation-specific two-deminsional engagement score for a contact, based on frequency and recency of engagement. The contact search tools need to a means for searching based on this engagement score. Smart groups would benefit being dynamically built based on this engagement score.
Comments
Anything else you would like the reviewer to note.