Analytics features provide insights and data analysis capabilities to help users understand trends, patterns, and performance metrics within a system or platform.
To have a detailed explanation of Analytics, click here.
Analytics on the Campaign Level
You can access the analytics for each campaign by following these procedures.
Open the target campaign
Check the Analytics tab in the campaign
1. Metrics
It’s recommended to select a longer timeframe(Last 4 weeks/Last 3 months) to view the complete analytics of the campaign.
Sequence started: The number of leads that have received Step 1 in the campaign (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. You can enable open tracking in the Options section of the campaign.
Click Rate: The number of leads that clicked at least one link in your campaign. You can enable link tracking in the Options section of the campaign.
Reply Rate: The number of leads who replied to at least one email in the selected time range.
Opportunities: This feature allows you to track positive replies and attach a monetary ($$) 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
2. Share campaign analytics
You can click 'Share' to download the Analytics chart for this campaign based on the selected timeframe, which will only include Contacted, Opened, Replies, and Opportunities.
3. Step Analytics
Step Analytics allows you to measure the performance of each step and variant in the campaign. You can access the step analytics by following these quick steps.
Open the target campaign
Go to the Analytics tab of the campaign
Scroll down to locate the Step Analytics
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.
4. Sending activities
You can view real-time campaign sending activities, filter, and download Email sent/Email opened/Link Clicked/Reply received/Auto reply activities.
When downloading sending activities to CSV, the file will include these details:
Sending accounts used for sending
Lead’s email
Timestamps
Step number
Even type
Which link was clicked on
5. Campaign Progress Indicator
The campaign progress indicator shows the percentage of leads that have completed all the sequences in a campaign. It increments only when a lead has completed the entire sequence, not at each individual email step.
For example, if you have 3 steps in the campaign, the progress will only increase when leads complete all 3 steps. You can hover the cursor over the progress percentage to get a detailed overview or check the step activity to confirm if leads are still waiting for follow-up steps.
Once all leads have completed every step in the campaign, the progress will be updated to 100%.
Analytics on the Account Level
You can view the analytics for all campaigns by going to the Analytics tab. It's the overview of emails sent, opened, link tracking, and replies across all campaigns.
You can use the filter campaigns by their status:
Active
Paused
Completed
Instantly gives you the option to check stats for the specific time frame using the Custom Data range.
You can click 'Share' to download the analytics chart for all campaigns based on your selected timeframe, which will include Total sent, Open rate, Click rate, Reply rate, and Opportunities.
Note: Our reporting is done in the 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.
1. Campaign analytics
You can view analytics for each campaign in this section.
Actions: Click the 'Play' icon to resume the campaign, share the campaign analytics, or download campaign analytics as CSV
2. Account Analytics
You can view the performance for each sending account in this section.
The combined score is a weighted score of open and reply rates for that account. It’s essentially there to help rank the accounts based on their open and reply rates for the campaigns.
A combined score above 30 is decent if the contacted number/sample size is more significant than 100.
If there are fewer than 100 contacts, then it’s too soon to tell, and you should keep the inbox running even with a low (10) combined score.
