Analytics🧮

How to use analytics to analyze the success of your campaigns

Marija Zivanovic avatar
Written by Marija Zivanovic
Updated over a week ago

In Instantly, you can see and check 3 types of Analytics:

  • Analytics on the campaign level

  • Analytics on the step level

  • Analytics on the account level

We have prepared for you the video with detailed explanation about Analytics.🙌


Analytics on the account level

The first thing you see when you open the Analytics tab is the overview of emails sent, open and link tracking and replies. Use the filtering options to view different campaigns:

Active, Paused, and Completed

Instantly gives you the option to check stats for the specific time frame using Custom Data range

Total opens: number of all the times your email sequence has been opened, including follow-ups.

Unique opens: how many times your email has been opened for the first time.

Our reporting is done in UTC timezone, which is a standard practice among other providers in our industry. This is to ensure that the analytics numbers remain timezone-independent, especially for clients running campaigns in different time zones. However, we understand the need for real-time analytics in any timezone and we're currently working on implementing this feature in our roadmap.


Analytics on the campaign level

You can access it by clicking on the specific campaign

Total contacted - the number of leads have received at least the first email in the sequence (i.e., the sequence has started for them).

Open rate- the number of leads who opened at least one email in the selected time range

Click rate - the number of leads that clicked at least one link in your campaign.

Reply rate - the number of leads who replied at least one email in the selected time range

Opportunities - this feature allows you to track positive replies and attach a monetary value ($$) to it, so you can calculate how much money the campaign is bringing you.

Opportunities consist of leads with the following statuses:

  • interested

  • meeting booked

  • meeting completed (not closed)

  • closed

You can check this article to learn more about Opportunities


Analytics on the step level

You can access the step analytics from Campaign - Analytics and scroll down

Step Analytics allows you to measure the performance of your email sequences.

Based on the sequence performance you can make a decision if an additional step is necessary for your campaign, if it brings in new replies.

If there are no replies for a certain step and you are seeing low open rates, you can pause it and assign its volume to the first step.

Progress indicator shows the progress for every campaign.

If you hover over the indicator, more details are available:

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