Smart Campaign reports provide a dedicated, campaign-level dashboard that helps you monitor how each active Smart Campaign is performing over time, providing both contact- and message-level metrics.

Access a campaign's report

While viewing an active Smart Campaign, click the View Report button to monitor the campaign's current performance metrics on a dedicated dashboard.

These metrics are organized in two tabs: Contacts and Messages.

Contacts tab

The Contacts tab provides statistics related to campaign effectiveness and engagement. At the top, the following metrics are displayed:

• Number of Contacts - This is the total count of Contacts who met the entry criteria and were enrolled in the Smart Campaign, and subsequently received the initial message.
• Number of Successful Contacts - This shows how many Contacts completed the campaign’s defined success criteria, typically meaning they took the desired action prompted by the campaign (e.g., updated their profile, posted to the community, etc.).
• Conversion Rate - This percentage value is calculated as (Number of Successful Contacts ÷ Number of Contacts) × 100. It gives you a quick gauge of campaign effectiveness in driving the targeted action.

These metrics dynamically update as new Contacts are added to the campaign or as more Contacts convert (complete the desired action).

Below the engagement metrics is a table listing every Contact enrolled in the campaign. This table provides a breakdown of participation and campaign progress, helping you track engagement level and success at the individual level; it shows everything from their email addresses and whether they converted (took the desired action) to their current campaign step and date of the next message to be sent to them.

This information helps you understand:

• exactly who was added to the campaign and when;
• where each Contact sits within the campaign sequence and whether they’ve reached the goal;
• who acted, who stalled partway through, and who did not complete the intended action.

List management

Located above the table are a few management actions:

• Click the magnifying glass icon to expand a search field, allowing you to find Contacts based on data in any of the table's columns (e.g., their email address or step location). Results are displayed dynamically as you type. Clear the search field to once again display the full list.
• Click the filter icon to display the Filter dialog, where you can refine the list using the Converted (true or false) and Step Name filters. Click (+) Add filter to add an additional filter as an AND statement, meaning the list of Contacts is filtered based on both being true. When filters are applied, the icon is solid orange; to remove a filter, click the icon again, click Clear Filter in the dialog, and then click Apply.
• Click the export icon to download the list and its data in .csv format, according to your device and browser settings (files are generally saved to your device's Downloads folder and accessible via your browser's Downloads icon). Refining the list first via searching and filtering is respected, allowing you to export a more targeted list, if needed.

Messages tab

The Messages tab offers a focused view of the performance and delivery details for each message in your Smart Campaign. Its primary purpose is to help you track and assess how each message performed, so you can understand user engagement at every stage and identify any patterns or drop-offs in your campaign workflow.

These per-message metrics help you identify underperforming messages or successful calls-to-action, informing future content refinement.

As you can see above, each message in the campaign is listed, along with its high level statistics. Click a message to view its Mailing Activity Report, which you can learn more about in the Mailing Activity Report section below.

List management

Located above the table are two management actions:

• Click the magnifying glass icon to expand a search field, allowing you to find messages based on their Name or Subject Line. Results are displayed dynamically as you type. Clear the search field to once again display the full list.
• Click the export icon to download the list and its data in .csv format, according to your device and browser settings (files are generally saved to your device's Downloads folder and accessible via your browser's Downloads icon). Refining the list first via searching and filtering is respected, allowing you to export a more targeted list, if needed. 

Mailing Activity Report

As mentioned above, clicking a message takes you to its Mailing Activity Report where you can view and analyze deeper delivery and engagement metrics.

The Mailing Activity Report includes the following tabs (refer to the linked articles below to learn more about each tab):

• Snapshot - A high-level, visual overview of all major benchmarks and statistics, helping you quickly assess a message's key performance indicators to understand how it performed.
• Key Metrics - Provides a structured, tabular overview of core performance statistics, organized into three main categories: Delivered, Non-Delivered, and Opens. Use this tab to assess delivery and engagement levels, spot potential delivery or interaction issues, and benchmark key items like delivery, open, and click rates. See Key Metrics Tab to learn more.
• Details - Offers a granular, recipient-level breakdown of a message's major interactions and outcomes. Its main purpose is to let you drill down from the summary numbers available on the Snapshot and Key Metrics tabs into the actual lists of recipients—showing who received the mailing, who opened, clicked, shared, opted out, bounced (with bounce types), and even web tracking activity like purchases. You can view both the aggregate counts (e.g., total opens or bounces) and the underlying details such as email addresses, statuses, and any additional chosen fields for every individual Contact. See Details Tab to learn more.
• Published Mailing - A view of the published message, along with a "heat map" showing the message locations (e.g., links) that had the most user interactions. This tab is a go-to resource for QA, compliance review, archiving, and troubleshooting any delivery- or content-related inquiries. See Published Mailing Tab to learn more.
• Options - Shows the meta-data associated with the message, including details such as the subject line, send and creation dates, sender and reply-to addresses, and other identifying information related to the message's configuration. This tab is especially useful for verifying message setup details, ensuring audit and compliance accuracy, and referencing specifics like scheduling, sender identity, or list selections used for a sent message.