Advanced Reports is an additional section within your Dashboard, it consists of two tabs and provides detailed reporting on your Campaigns and Automation workflows performance. In this report, you can find the critical performance criteria for different communication channels, including sales, clicks, unsubscribes, open rates for different domains, and more.

Contents

Before you start
Viewing data in the Advanced Reporting
Performance dashboard
Campaign performance by segment
Trends scale
View your best and worst-performing campaigns
Exporting data
What's coming next

Before you start

Advanced reporting is available for the Pro and Enterprise users only. However, there is a difference in the period of the saved reports available for each of the plans. 

  • Pro plan → data collected within the last 6 months
  • Enterprise → data collected within the last 18 months

The data on the Campaigns dashboard is updated once a day at 7 am GMT, for the Automation workflows every 3 hours. Although data import is scheduled, each of the data points has its own timestamp.

Only Owner, Admin, Manager, and Analyst user roles can view this dashboard.


Viewing data in the Advanced Reporting 

In the Dashboard tab, you can find two sections with reporting for Campaigns and Automation workflows performance. Each of them contains three different dashboards: Performance, Trends, and Best and Worst performers.

This dashboard is set to run in "Each Tile's Time Zone". However, all data is saved and returns the result in the same time zone, "UTC".

Filters

By default, all of the dashboards will show you the performance estimated based on the data collected within the last 7 days and for all communication channels (Email, SMS and Browser push notifications). 

In the Filters menu, you will find the options to select:

  • Channel - Email, SMS. Also Browser push notification (for Automation only)
  • Sending date;
  • Workflow name (for Automation workflows).

By adjusting the filter, you may get the information for each of the channels separately or based on different timing options. Once you changed the filter and clicked on the Run button, the system will re-calculated the performance criteria presented on the dashboard.

Filters for Campaigns

Filters for Automations

For the automation workflows, the sent date doesn't play a significant role as it does for the Campaigns. Therefore, we also add a filter allowing you to choose what automation should be presented on the dashboard.

Performance dashboard

This dashboard presents the report of your Campaigns or Automation workflows performance in a single number format, comparing the selected period to the previous one. 

By switching between tabs you may view your Campaigns and Automations performance.

Campaigns

Automations

Campaign performance by segment

In this report, you can see the open and click rates for your Newsletters categorized based on the Segments they belong to. Now, you don't need to send different newsletters to understand what contacts engage with your emails. The Segments reporting the high open and click rates can be identified as the active ones, while those that report high unsubscribe rates may no longer be interested in your marketing materials.

If you see slightly higher unsubscribes rates for the SMS channel, you should also make sure you mind the privacy of your contacts. When your messages are sent? Is this time appropriate? Did your contacts agree to receive your marketing via text messages? Make sure to remove all contacts asap; otherwise, it may impact your sender's reputation.

Trends scale

In these reports, you can see your crucial metrics presented in the graphical format, with each of the channels used in your store presented in different colors. The dashboard presents the information about Total messages sent, Open Rate, Click through rate, and Conversation rate.

In the Performance and Trends scale dashboards, you will see a snapshot overview of your messages, including the following metrics:

  • Total messages sent representing the total number of the messages sent, with each of the channels, Campaigns, or Automations.
  • Open rate representing the number of the opened messages divided by the total number of the message recipients averaged across the newsletters you've sent. Note: SMS open rate is untraceable, thus open rate metrics only show Email open rate.
  • Click rate representing the percentage of subscribers who have clicked on any of the links included in your message averaged across the messages you've sent.
  • Conversation rate representing the total number of the messages clicked divided by the number of the orders placed.
  • Total revenue representing the total number of sales generated by the Email Campaign or Automation workflow.
  • Total orders, or the total number of orders generated by the Email Campaign or Automation workflow.
  • Click-through rate, or the total number of clicks divided by the total number of the message opens. Note, SMS messages are not included.
  • Revenue per message shows how much have you earned with each of the messages you send.

View your best and worst-performing campaigns

In this section the information is presented in the tabular form, estimating your Email Campaigns and Automations performance based on one of the different criteria.

You may find the following data in the Campaigns reports:

  • Campaigns with most total sales
  • Campaigns with the highest average order value
  • Campaigns with most unsubscribes
  • Performance by Email Domain
  • Most opened campaigns
  • Most clicked campaigns

For Automation workflows the following stats can be checked:

  • Workflows with the most revenue generated
  • Workflows with the highest conversion rate
  • Workflows with highest open rate
  • Workflows with highest click-through rate
  • Workflows with highest revenue per message sent
  • Performance by email domain

Exporting data 

What is truly exciting about this feature is the ability to export these reports from the platform. Every single cell across the dashboards has a small hamburger bar at the top right corner that will be visible only when it hovers over with the mouse, after clicking on this bar you will get the option to Download this data.

In the next window, different options for the reports structuring and for the format of the data export can be selected.

Apart from this, you can also export all of the data in bulk. If you click on the Gear button at the top right corner of the dashboard, you will get the option to export all of the reports. 

What's coming next

We are currently working on this section development and will be adding more features in the nearest future. Upcoming features will include:

  • Filtering by user segments.

View your Email Campaigns and Automated workflows general performance across different Segments. See what groups of customers engage with your emails and which of them don't. 

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