Skip to content
Portal User Guide

Campaign Analytics

Campaign analytics show how each campaign performs: how many leads it reached, how many responded, and how many booked a meeting.

Opening Campaign Analytics

Section titled “Opening Campaign Analytics”

From the Campaign Page

Section titled “From the Campaign Page”

  1. In the side nav, click Campaigns. The Campaigns page opens.

    Side nav with the Campaigns item selected

  2. In the campaign’s row, click Open. The campaign page opens.

    Campaigns list with the Open button in each campaign’s row

  3. At the top right, click Analytics. The campaign’s Analytics page opens.

    Campaign page with the Analytics button at the top right

From the Campaigns List

Section titled “From the Campaigns List”

  1. In the side nav, click Campaigns.

  2. In the campaign’s row, click Analytics. The campaign’s Analytics page opens.

    Campaigns list with the Analytics button in each campaign’s row

Running a Report

Section titled “Running a Report”

  1. Optional: In Lead Source, select a lead source. The default is All.

  2. Optional: In Lead Type, select a lead type. Lead types appear only after you select a lead source.

  3. In Leads received within, select a range, such as Last 7 days, Last 4 weeks or All time. The default is Last 7 days.

  4. Click Run Report. The report appears below the filters.

    Analytics filters with Leads received within and the Run Report button

The report counts leads by when they were received, not when messages were sent. If you change a filter, the report clears; click Run Report again.

Understanding Your Campaign Results

Section titled “Understanding Your Campaign Results”

The report opens with four boxes:

  • Duration: the campaign’s length in days.
  • Leads Total: leads received in the selected range that were sent at least one step of this campaign.
  • Leads who responded: leads that replied or booked a meeting, with the percentage of Leads Total.
  • Meetings Booked: leads that booked a meeting, with the percentage of Leads Total.

Below the boxes, a table lists each step with its Sent, Answers and Bookings counts, and each count’s percentage of Sent. Click a number other than Sent, or a step name, to show those leads in the Activities list.

Campaign report showing the metric boxes, the All steps table and the Activities list

Activities lists recent activity on the campaign, such as opens, replies and booked meetings. Click a lead’s name to open the lead in a new tab.

Email, Text and Call Tabs

Section titled “Email, Text and Call Tabs”

Use the tabs above the table to see one step type at a time:

  • Emails: Sent, Responses and Bookings, plus Opens, Clicks and Unsubscribes when they’re turned on.
  • Texts: Sent, Responses, Bookings and Stops (opt-outs).
  • Calls: Outgoing and Connected for each call step and for Fast Calls. Connected counts calls lasting over 2 minutes.

Emails tab showing Sent, Responses, Bookings and Unsubscribes for each email step

Unsubscribes appears only when the campaign has Include unsubscribe on.

Section titled “Related Guides”