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What is the Campaigns Dashboard?

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.

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.

More on using segments and Insights together.


Tabs

Data on the Campaigns dashboard is organized by date as well as the name of the campaign, segment, or tag.

Campaigns Tab

Unique Controls

  • Campaign Name: Filter your data for one or more campaigns.

  • To and From Date: Sets the date range filter for the dashboard.

Visualizations

  • Emails

    • Year-over-year performance of emails.

    • Monthly performance of metric rates.

    • Performance by campaign including type and all metric categories.

    • Email opens by time and day of the week.

  • SMS

    • Year-over-year performance of SMS communications.

    • Monthly performance of SMS metric rates.

    • Performance by campaign and metric category.

    • SMS clicks by time and day of the week.


Segments Tab

Unique Controls

  • Segment Name: Filter your data for one or more segments.

  • To and From Date: Sets the date range filter for the dashboard.

Visualizations

  • Emails

    • Year-over-year performance of emails.

    • Monthly performance of metric rates.

    • Performance by segment including type and all metric categories.

  • SMS

    • Year-over-year performance of SMS communications.

    • Monthly performance of SMS metric rates.

    • Performance by segment and metric category.

Tags Tab

Unique Controls

  • Tag Name: Filter your data for one or more tags.

  • To and From Date: Sets the date range filter for the dashboard.

Visualizations

  • Emails

    • Year-over-year performance of emails.

    • Monthly performance of metric rates.

    • Performance by tag including type and all metric categories.

  • SMS

    • Year-over-year performance of SMS communications.

    • Monthly performance of SMS metric rates.

    • Performance by tag and metric category.


Metric Glossary

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 the view the content within the communication.

Click-through

A link within the communication is clicked to a desired URL.

Bounce

A communication is sent, but not delivered.

Unsubscribe

A communication is opened and the user chose to unsubscribe for future communications.


Troubleshooting & FAQ

FAQs

Why is there no data?

There are a variety of reasons an Insights report is blank. Try the following quick fixes:

  1. Reset the report. Visualizations may be filtering the report. Check the date controls. If the date is too far in the past, it may pre-date your activity in Element451.

  2. Check what fields are being used.

  3. If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.

How often does the Campaigns dashboard update?

The Campaigns dashboard currently refreshes once a day at 12:00 am Eastern.

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