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The statistics for your Campaign Automation are found within the Campaign Automation Builder, under the Statistics tab.
NOTE: This is currently a BETA feature for ClickDimensions. BETA features are in their first iteration and may encounter issues when used at scale in production, so we would love to hear your feedback on how well they work for you and if you encounter any specific issues with these features. To provide feedback on the BETA features, you can submit a support request. Please provide our team with as much detail as possible – screenshots, error messages and any other information will be very helpful as we finalize these features for upcoming releases.
Within the Statistics tab view, you can see the number of active leads or contacts currently going through each step within the Campaign Automation. You can also see the number of leads and contacts who completed each step. The percentage at the top of each trigger represents the percentage of participants who reached each node.
The icons within the rectangles indicate the participants who are currently going through a series and the participants who have completed a series.
How do we calculate these statistics?
The total % of participants who reached a series: Any participant who had reached the series should be counted in, regardless of the participant's state (i.e. completed, active, paused, error, error recovery, stopped, or skipped - as in, trigger achieved scenario).
The # of active instances: Only participants that have not completed but can potentially complete the series (i.e. active, paused, or error recovery).
The # of completed instances: Only participants that have completed the series.
Viewing Email Performance
In the Statistics Tab, any standalone Send Email Action or series which includes at least one Send Email Action will have an envelope icon appear above it.
Clicking on this icon will open a pop-up window that will show a list of all of the emails sent out in that series, as well as open and click rates. For a Send Email Action, the column on the left-hand side of the window will specify the name of the template used in the Action, total number of instances of that email being sent, and the open and click rate for that email. The frame in the center of the window will list each of the individual instances of the selected email that have been sent and show information about them such as to whom they were sent and how that recipient interacted with them.
For a series containing multiple Send Email Actions, the column on the left-hand side of the window will list each email sent in the series and specify the template name, total number of instances of that email being sent, and the open and click rate for that email. The frame in the center of the window will list each of the individual instances of the selected email that have been sent and show information about them such as to whom they were sent and how that recipient interacted with them. Clicking on different templates in the side bar will update the center frame to reflect the appropriate emails sent using that template.
Viewing the related records within CRM
Within the Campaign Automation CRM record, you can view the related records within the associated menu; this will show you all of the email events, email sends, posted forms, sent emails, web content, and form captures associated with the open Campaign Automation record.