This article...
- Directs readers to the Campaigns list page in the Admin interface.
- Explains the different "statuses" of campaigns, and describes how to access campaign reports.
- Details the purpose and content of the tabs in the report: Overview, Flow, Subscribers, and Mailings.
- Describes the metrics (such as delivery, opens, clicks, unsubscribes) that are presented on the Overview tab.
- Discusses how you can: manage which report data display, customize how it displays, and interact with the data.
Campaign reports in your account
As you run campaigns, the results of each campaign are compiled in a dedicated report. You should review the report data in order to:
- understand your participants' engagement (e.g., opens and clicks);
- compare your results with established benchmarks; and
- determine whether the campaign is achieving the goals that have been set.
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Access your Campaigns
- Access the Admin interface.
- Navigate to Campaigns > List.
The Campaigns list page has three "status-based" tabs:
-
In Progress - Campaigns that are not active but are being worked on.
- Due to there being no activity, these campaigns have no report data.
- Active - Campaigns that are live and actively processing participants.
- Archive - Campaigns that are no longer active and have been archived.
- Click either the Active or Archive tab.
Campaign data notes
Reports for active campaigns display current data because the campaign is currently ongoing. The report data will change as participants progress through the campaign and as additional contacts join the campaign.
Reports for archived campaigns present data that will not change due to the campaign having been suspended. If the campaign is reactivated and additional participants go through it, the data will update.
If you deactivate an active campaign:
- it is moved to the In Progress tab;
- its data up to that point remains intact; and
- all current participants are "held" at the step that they occupied when the deactivation occurred.
NOTE: If you reactivate a campaign, reporting for participants resumes from where they were "held" when the deactivation occurred.
Access a Campaign report
- Hover on the menu icon for a campaign and select Report.
The page refreshes and the campaign's report opens in the current tab.
The report has several tabs that provide different types of data; these tabs and their data are described in the sections that follow.
Overview tab
This tab displays the following campaign information:
- type and contact person;
- activation method;
- participant data;
- recent activity; and
- Delivery, Opens, Click, and Unsubscribe metrics.
A shaded area across the top of the page provides up-to-date status information.
- Click a Benchmarking Details button to compare your campaign's performance metrics to the benchmarks of similar organizations.
NOTE: If a goal has been set for the campaign, a "progress meter" also displays on this tab. Learn about goals in Campaign Goals.
Flow tab
This tab displays the design canvas view of the campaign in which you can see the Steps and Actions. You cannot make any changes to the steps, but you can review the process and:
- use the zoom slider in the upper right to zoom in (if there are only a few steps) and out (if there are a lot of steps);
- hover on a step (Wait, Mailing, Decide, etc.) to review its parameters in a tooltip; and
- click a step to open its properties dialog.
Subscribers tab
This tab lists the participants and testers who have gone through or are going through, the campaign. The total number of participants and testers displays in the upper right.
On this tab you can:
- Click a row (or hover menu > Details & History) to open an overlay dialog with history and activity details (e.g., mailings history, website visits, and Landing Page engagement) for that participant.
- Click Search to display a dialog where you can specify search criteria to refine the list.
- Click Reset (or the Clear Search button in the upper right) to restore the complete list after you've performed a search.
- Click Columns to display a dialog where you can add and remove columns in the list, and drag-&-drop them to different positions.
- Click Export to export the current list to an MS Excel file. The export file reflects the current list view, including any search-based filtering, and the current columns and their order.
Mailings tab
This tab lists all of the messages that are used in the campaign, as well as information on recipient actions. The total number of mailings displays in the upper right.
On this tab you can:
- Check Show Deleted to display any messages that have been deleted; their names display in red text.
- Check the boxes of two or more messages and click Compare to review delivery rates, opens, clicks, and unsubscribes performance data.
- Hover on a menu icon to manage (edit, access the report, or copy) that message.
- Click Search to display a dialog where you can specify search criteria to refine the list.
- Click Reset (or the Clear Search button in the upper right) to restore the original report list after you've performed a search.
- Click Columns to display a dialog where you can add and remove columns in the list, and drag-&-drop them to different positions.
- Click Export to export the current list to an MS Excel file. The export file reflects the current list view, including any search-based filtering, and the current columns and their order.