Automation Performance Dashboard
This Automation Performance Dashboard provides clear and focused insight into an automation of your choosing. Select an automation from the dropdown menu to immediately populate a visual of core automation performance metrics, including:
- Qualified Participants
- Sent Email
- Opens
- Clicks
- Bounces
- Unsubscribes
If your automation includes multiple touchpoints you may also call up a secondary view of each one, so you can determine where engagement soared, fell, or whether it just remained steady throughout.
Using the Automation Performance Dashboard
Using the automation performance dashboard is simple. You can populate all the information you’re looking for using the steps below.
First, select an automation you wish to view reporting on in the top left dropdown menu.
You’ll see recent and older automations, organized in alphabetical order.
Selecting an automation will bring up a broad level of overview of metrics for the entirety of that automation itself. This is great if you just want to quickly take the temperature of overall automation performance.
Looking for more detail?
Above your dashboard is a breakdown of your automation flow, with each individual touchpoint listed out in order. Click on any one of these to bring up a secondary dashboard, similar to the first. This view will provide you with metrics specific to that touchpoint.
Looking to see which email got the most clicks or where there was a sudden spike in unsubscribes? You can quickly toggle between different touchpoints by clicking on them.
The Automation Performance Dashboard lets you toggle by Automation and Date Range. In addition, the information provided on your Dashboard can be quickly and easily downloaded in PDF format by clicking on the Download icon in the top right section of the screen. If you need to make quick changes, you can even navigate to your automation settings from here.
