Partners: Managing your pipeline

Leverage the All Accounts Summary Report to see your open or cancelled accounts, and expired trials, and the Managed Account Details Report to check the status and activity of your customers to ensure you're making the most of your partnership

As a Partner, knowing the status and activity of your customers can make a big difference in earning monthly incentives. There are different reports you can run to tell you the whole story. Leveraging these reports can help you manage your pipeline and ensure you are making the most of your partnership.

To access your reports, log into your personal Constant Contact account—the one given to you when you became our partner, then follow these steps:

1. Click on the Accounts tab
2. Click the Reports sub-tab.
3. Click the Run a Report button.
   
   
    
4. From the Generate Report overlay, choose one of the following reports from the drop-down menu:

• All Accounts Summary
• Managed Accounts Details
• NewAccountBonusTracker
• Cancels and Move-Outs

All Accounts Summary

The All Accounts Summary report provides a high-level overview of your partnership with Constant Contact. This report shows how many open accounts, trials, expired trials, and canceled accounts you have. They are further broken down by managed or referred accounts.

1. Select the type of file you want to export. You can choose from:

• PDF
• HTML
• CSV
• XLS

2. Click the Generate Report button.
   
   
    

Managed Account Details

The Managed Account Details report displays account information including first payment date, list size, plan type, and actions the accounts have taken. This data can be exported and filtered to create targeted lists you can then upload to your account. For example, you can pull a list of customers who do not have a list, a list of a certain size, have never logged in, or have never sent a campaign. You can also pull a list of expired trialers and send them a special offer!

1. From the Generate Report overlay, enter one of the following enter one of the following into the Status field:

• O for Open Accounts.
• T for Trials.
• E for Expired Trials.
• C for Canceled accounts.
  Note: This field is case sensitive, so make sure to use capital letters.

2. Select the type of file you want to export. You can choose from:

• PDF
• HTML
• CSV
• XLS

3. Click the Generate Report button.
   
   
    

NewAccountBonusTracker

The New Account Bonus Tracker report keeps track of the accounts usernames, NAB status/eligibility, and number of days since initial upgrade. A bonus is earned at 95 days. 

1. Select the type of file you want to export. You can choose from:

• PDF
• HTML
• CSV
• XLS

2. Click the Generate Report button.
   
   
    

Cancels and Move-Outs

The Cancels and Move-Outs report provides a list of accounts that have moved out of the partnership or canceled in the last 90 days. Customers might move out if they need to go into another partnership, or cancel for a variety of reasons.

1. Select the type of file you want to export. You can choose from:

• PDF
• HTML
• CSV
• XLS

2. Click the Generate Report button.
   
   
    

Questions?