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Campaign Performance Reporting

After publishing a campaign, you will have access to performance reporting. Performance Reporting allows you to evaluate the effectiveness of your campaign within the Campaign Builder. It allows you to view the performance of your campaign at a "macro” level and then dig into specific marketing pieces (such as emails) in order to see how well they are performing.

  1. Click the Performance tab within a campaign


     
  2. You can choose a default date range from the drop-down or enter a custom date range.


     
    Important!: After changing dates, be sure to hit the Refresh link!


  3. Active vs Queued Contacts. The blue number represents active contacts. A contact is considered "active" if they are currently being actively being marketed to in the campaign sequence. An active contact has not yet received all of the emails in a campaign sequence.

    The orange numbers represent "queued" contacts. A queued contact has received all the emails in a sequence and is no longer waiting for further content. In the example below, there are 2 active contacts currently being marketed to in the EcoPaint Follow-up sequence.

     
    Note that when you hover over a sequence, a person icon appears. Click on this icon to view a list of all the active contacts in this sequence.


     
    To view the queued contacts, simply change the filter to only see "queued" contacts by clicking on the Edit Criteria/Columns button and changing the status to queued.



    Pro-Tip! Keep in mind that when viewing contacts in a campaign sequence, the report will always default to showing the "active" contacts first, unless you manually specify "queued".
     
  4. Campaign Performance Reporting. Double-click any sequence in your campaign to view more details


     
    Each email in this sequence is represented by a card on the right side of the page. We can quickly see the open rate, click through rate and opt-outs for each email in this sequence. This information can help us determine which emails are working well and which emails may need to be improved.


     
    Each card's title matches the name of the email in the sequence. In the example above, the title of the email is "EcoPaint - Intro"

Pro-Tip! If you click on a card, it will highlight where in the sequence the email lives. And vice versa, click on an email and it will highlight the card. This makes it easy to find the information you are looking for in order to make informed marketing decisions.