Overview
The Campaigns dashboard analyzes the performance of both email and SMS campaigns. Explore performance metrics by campaign name, segment name, and tags.
Accessing the Dashboard
The Campaigns dashboard can be found via the Insights sub-menu. The Insights module can be accessed from the Data + Automations dropdown in the top navigation.
Dashboard Features
The Campaigns dashboard displays year-over-year comparisons, monthly changes in campaign performance rates, and a wide variety of performance measurements.
Data can be viewed by overall performance, in specific time frames, and/or within a subset of campaigns.
Global Controls
Campaign Name: Filter your data for one or more campaigns.
To and From Date: Sets the date range filter for the dashboard.
Previous Period To and From Date: Sets the date range filter for the Previous Period data for comparison.
Time Aggregation: For all "rate" charges, choose whether you want to see the data by day, week, or month.
Segments: See your email/sms performance by calculated segment.
Demographics: Filter your data by state, major, or student type.
Tags: Filter campaigns by the tags you have added to them in the campaigns module.
Workflows: Choose a workflow to see how all included campaigns are performing.
Test Record Toggle: Choose to filter out all records with the "Test Record" label from the data you are viewing in the dashboard.
IP Address Exclusion: Type in an IP Address to exclude data from users at a single IP Address.
Segment Filters
The Campaigns report can only be filtered by certain dimensions by default. The segment filter is a great way to filter the report by dimensions that matter to you. Create a segment in the People module, and set it as a calculated segment.
Please allow 24 hours for new calculated segments to appear and filter correctly in Insights.
Tabs
Data on the Campaigns dashboard is organized by date as well as the name of the campaign, segment, or tag.
Emails
Visualizations
Performance of metric rates by day, week, or month
Performance of all campaign metrics broken down by one-time and ongoing campaigns
Note: These tables are grouped by campaign name, Element ID, and day. A student who clicks a link or opens the email several times in the same day will only be counted once.
Email interactions by device
Email metrics by time and day of the week
Email bounces by bounce category
Email link clicks by link
Period-over-period performance of emails
Performance of different versions of emails
SMS
Visualizations
Performance of metric rates by day, week, or month
Performance by campaign and metric category
SMS interactions by device
SMS metrics by time and day of the week
SMS bounces by bounce category
SMS link clicks by link
Period-over-period performance of SMS communications
Performance of different versions of SMS communications
Metric Glossary
All metrics are calculated based on "sent date." All metrics other than sent reflect the date the communication was originally sent, not the date of the metric (open, delivery, click, etc.). For further explanation and updates on Campaigns analytics, read this help article.
Metric | Definition |
Sent | A communication is sent to an individual, but not necessarily delivered. |
Delivery | The communication is delivered to the email or SMS inbox of the intended individual. |
Open | The communication is opened by the user. |
Click | The communication is clicked to view the content within the communication. |
Click Rate | The number of clicks divided by the number of deliveries. |
Click-through | A link within the communication is clicked to a desired URL. |
Click-through Rate | The number of clicks divided by the number of opens. |
Bounce | A communication is sent, but not delivered. |
Email Unsubscribe | A communication is opened and the user chose to unsubscribe for future emails. |
SMS Unsubscribe | A communication is opened and the user chose to unsubscribe for future text messages. |
SMS Resubscribe | After a user unsubscribes from receiving text messages, the user resubscribes to resume receiving text messages. |
Troubleshooting
Sorting Pivot Table Data on the Campaigns Dashboard
Sorting Pivot Table Data on the Campaigns Dashboard
The Campaigns dashboard includes standard and pivot tables, which behave differently when sorting.
Standard tables (e.g., the Ongoing Email Performance table) allow you to click a column header to sort all data in the table, just like a spreadsheet.
Pivot tables (e.g., the One-Time Email Performance table) structure data hierarchically, meaning sorting behavior depends on whether campaigns are expanded or collapsed.
Because pivot tables structure data hierarchically, sorting works differently than in standard tables. Here’s how to sort effectively when working with pivot tables.
How-To Sort Pivot Tables
Sorting Within a Campaign: If you sort by a metric (such as sends, opens, or clicks) while campaigns are expanded, the system will sort only the data within each individual campaign. It does not reorder campaigns themselves—just the entries inside them.
Sorting All Campaigns: To sort the entire list of campaigns (instead of just sorting within them), you need to:
Click Campaign Name in the table header.
Choose the field you want to sort by (e.g., total opens, total sends).
Select ascending or descending order.
If campaigns are collapsed, sorting at the campaign level will be more visible since only summary rows are shown.
Key Takeaways
Sorting a metric sorts only within each campaign (if expanded).
Sorting by Campaign Name allows you to reorder all campaigns.
Collapsing campaigns makes sorting at the campaign level easier to see.
This behavior is due to the way pivot tables structure data.