Viewing Reports of Automations

Detailed reports of your automations can be viewed from within the platform. This applies to automations that send out email or sms messages as part of the workflow. The reports are grouped by Campaign Folders so, it is important to ensure that during the creation of your automations, you please each in Email/SMS action in its own folder.

The reports themselves are viewed by the Campaigns section of the platform. 

The first thing to identify are which Campaign Folders are being used by the specific automation. To find this out, navigate to the Automations section and edit your automation. You can now edit/view each Email/Send action to identify the folder it is using. 

Each email/sms action can be placed in its own unique campaign folder

or within a folder that contains other campaigns.

From a reporting perspective, it is possible to view a breakdown report of each individual automation execution or collectively as an aggregate (using campaign folders). 

When viewing reports via a folder, the platform will aggregate the statistics of all campaigns that have been placed within that folder.

Due to this, we recommend that only similar campaigns be placed in the same folder. If you have multiple automation workflows that send out different types of emails, you may need to create multiple folders (eg: Birthdays, Re-Engagement, Sign Up Offer, Post Dine Surveys etc...) rather than placing all of them in the one folder.

Viewing Reports

Navigate to the Campaigns section and switch to the Folder View. The layout will be updated to show you a list of all campaign folders. By default, the platform will hide campaigns sent out via an automations workflow. As such, you will need to use the Search 🔎  button to filter by Automated Email/SMS channels. While performing your filter, you can also specify additional criteria (such as only showing sends between a certain date range)

The results will display all folders containing campaigns sent out via automations. 

Clicking on the "Statistics" button associated with a folder will provide you with an aggregate report for all campaigns within that folder. The report will also provide an individual breakdown of each campaign sent out with a link allowing you to view detailed analytics of that specific campaign only. 

• Related Articles

• Create an Email Campaign

  Email campaigns are a great way to communicate with your prospects and customers. It is a popular and cost effective method of direct marketing, which allows you to convey your message and your brand. For this reason, we recommend utilising email ...

• View Campaign Analytics

  Campaign Reports allow you to analyse clicks, opens and subscriber activity. Within the platform, reports can be viewed on automation workflows, sms, email and any other channels. Reports can be viewed on an individual campaign level or as an ...

• Managing Tags

  Tags are one of the many ways available to you to help with organising data. One or more tags can be applied to each contact record to provide additional information and an easier way for contacts to be located again by searching for that particular ...

• Search

  To Search Automated messages click the Search icon on the right hand side of your screen The Search criteria screen will appear and you will be able to search available automations by Name, Description or Status Click Search

• A/B Testing of Subject Lines and Content

  Running an A/B Test allows you to show up to 5 variations of content or subject lines to users at random and then analyse to determine which variation has the most impact (by measuring open rates or click-through rates). This allows you to determine ...