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CRM Essentials: Campaigns Performance Reports

Review performance metrics for your automated and one-time campaigns

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

Review performance metrics for your automated and one-time campaigns sent from your shop.

Select the Marketing icon on the left-side navigation bar. Select Campaigns.

CRM Essentials Campaigns page

Select the Performance Summary tab. This will take you to the Campaigns Performance Summary report.

performance summary tab

Campaigns Performance Summary Report

View key performance metrics of your campaigns to better understand the impact it has on your shop performance.

campaigns performance summary report

Campaigns Performance Summary Snapshot

View key information within the filters selected, including:

  • Invoiced Revenue: Percentage of orders with an inspection performed

  • Appointments Scheduled: Number of appointments scheduled from this campaign

  • Orders Created: Number of orders created from this campaign

  • Total Campaign Revenue: Total potential revenue attributed to all orders from marketing campaigns

  • Delivered: Number of messages that were successfully delivered to the customer

  • Delivery Rate: Percentage of intended recipients who received the message

  • Unique Opens: Number of people who opened your message at least once

  • Open Rate: Percentage of recipients who opened the message

    • Please Note: Open rates are only tracked for Email campaigns, and not for SMS campaigns

  • Unique Clicks: Number of people who clicked a link in your message

  • Click Rate: Percentage of recipients who clicked a link in your message

Within the Campaigns Performance Summary report, click a campaign’s name to view snapshot and details for that specific campaign only. Clicking the campaign name will open the Campaigns Performance Detail report with the same filter definitions.

Filters

Select Filters to choose which data is displayed in the Campaigns Performance Summary report.

campaigns performance summary report filters
  • Campaign Status: Displays data based on the current status (active, error, pause, sending, or sent) of the campaign

  • Type: Displays data based on campaign type (Automated, One-Time, or both)

  • Method: Displays data based on campaign send method (Email, SMS, or both)

  • Message Sent Date Range: Displays data from campaigns sent within the date range selected

  • Campaigns: Search and select specific campaigns by campaign name

Campaigns Performance Detail Report

Use the Campaigns Performance Detail Report to view the same snapshot data for a specific campaign, rather than all campaigns. This report can help you gain better insight into which campaigns perform best at your shop.

campaigns performance detail report

The Campaigns Performance Detail report is directly related to the Campaigns Performance Summary report. For instance, selecting the campaign name on a row in the Campaigns Performance Summary report will take you to the Campaigns Performance Detail report, using the same filters selected.

Columns

While the Filters and Snapshot categories are the same in both the Campaigns Performance Summary and Detail reports, the columns in the Campaigns Performance Detail report provide more detailed information on the recipient(s) of that specific campaign.

The following columns are included in this report:

  • Name: Recipient/Customer name

  • Phone or Email: The phone number or email address used to receive this campaign

  • Campaign: Name of campaign

  • Sent: Date and time campaign was sent

  • Status: Delivery status of campaign

  • Total Campaign Revenue: Total potential revenue attributed to all orders from this campaign

  • Invoiced Revenue: Total revenue collected from completed and invoiced orders related to campaign


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