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. |
Unsubscribe | A communication is opened and the user chose to unsubscribe for future communications. |
Troubleshooting & FAQ
Why is there no data?
There are a variety of reasons an Insights report is blank. Try the following quick fixes:
βReset 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.
Check what fields are being used.
If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.
β
How often does the Campaigns dashboard update?
The Campaigns dashboard currently refreshes once a day at 12:00 am Eastern.