Keep campaign forwards visible with a scheduled report
Bring forwarding results into your regular campaign review without adding another manual analytics check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Email Report Forwards
Retrieves the email campaign's forwarding report.
Why this helps
Campaign sharing signals can be overlooked when you have to remember to open a separate report after sending.
- Make forwarding results easier to review
- Reduce manual campaign report checks
- Keep a useful sharing signal in your report channel
Setup
Build it in a few focused steps.
- 1Connect Benchmark Email in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel to create it.
- 3Specify the campaign ID and ask Notis to summarize its forwards report.
- 4Pick a recurring Notis schedule as the trigger, timed for the report review.
- 5Choose a report channel, then test with one real campaign and confirm the report contents.
Questions about this workflow
What does the forwards report action do?
It retrieves the forwards report for an email campaign by campaign ID.
Does this action identify which forwarded recipients will convert?
No. It returns forwarding report data; conversion outcomes require other data or context.
Can I run it once after a campaign instead of recurring?
The allowed trigger options here are a Notis schedule or webhook. Choose a schedule that fits your reporting routine, or use a webhook when you have an external event to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Benchmark email. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Removes a contact from a specific list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Email in Automation
Adds an email to an automation workflow.
Delete Contact List
Deletes a contact list.
Add Email to Archive
Adds an email campaign to the archive page.
Delete Email Campaign
Deletes an email campaign.
Add Email to Community
Publishes an email campaign in the public community.
Delete Linked Agency Account
Deletes a linked agency account.
Add/Remove Inbox Tests from Sub-Account
Adds or removes inbox testing credits from a sub-account.
Connect any two apps with Notis in the middle.
Agile CRM and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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