Contact Performance Report

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Contact Performance Report

The Contact Performance Report provides aggregate data on contacts and their contact statuses within your ActiveCampaign account. This feature is particularly valuable as it allows marketers to understand contact growth over time, yielding actionable insights to optimize marketing efforts and drive better results. Through this report, users can view performance metrics such as contact trends, analyze contact statuses, and export data for further examination.

This feature is available for users subscribed to the Plus, Pro, and Enterprise plans. It's crucial for users assigned to the Admin group in an account to access this report effectively. For additional information regarding user permissions, refer to the user permissions documentation.

How to Access the Contact Performance Report

There are two primary methods for accessing the Contact Performance Report in ActiveCampaign:

• **Method 1:** Navigate to the **Contacts** menu and select Contact Performance.
• **Method 2:** Go through the **Reports** menu, then select **Contact** followed by Contacts Performance.

Step-by-Step Instructions for Using the Contact Performance Report

Once you have accessed the Contact Performance Report, you can easily filter and analyze the data. Below are detailed instructions to help you navigate the report effectively:

1. Load the Contact Performance Report

By default, the report will load data from the last 30 days.

2. Apply Filters

At the top of the report, you will find three filters to customize your contact data view:

• **Tag:** Use this filter to segment data based on specific tags applied to your contacts.
• **Lists:** This filter allows you to segment contacts based on associated lists.
• **Date Range:** Enter a specific time frame for data analysis instead of the default last 30 days.

3. Review Performance Metrics

The report displays key metrics, which include:

• **Total Contacts:** The total number of contacts in your account, irrespective of their status.
• **Active Contacts:** Contacts subscribed to at least one list.
• **Non-Active Contacts:** This metric includes contacts that are unsubscribed from all lists, including those that are unconfirmed, unsubscribed, and bounced.
• **Growth Rate:** Calculated as the number of contacts at the beginning of the selected date range divided by the number of contacts at the end of that range, expressed as a percentage.

4. Analyze Contact Trends

In the **Contact Trends** widget, analyze your contact data based on the applied filters:

• Filter the trends based on daily, weekly, or monthly data across the selected date range.

5. Review Lists and Tags

In the **Lists and Tags** widgets, observe the Top 5 Lists or Tags in your account for the given date range, including:

• The **Total Contacts**, **Active Contacts**, and **Non-Active Contacts** data.
• The **Growth** value for each List or Tag, reflecting the same definitions as above.

6. Export the Report

You have options to export the Contact Performance Report for further analysis: 1. Click the **Share** button at the top of the report. 2. Select the **Save** button to download it as a PDF. 3. Alternatively, to share, click the **Generate public link** to copy the link for seven days. 4. Optionally, you can enter a custom message and the email addresses to send the link.

Configuration Options and Settings

The following configuration options are essential for customizing and utilizing the Contact Performance Report effectively:

• Tags - Use tags to organize and filter your contacts based on interests or behaviors.
• Lists - Segment your contacts into lists for targeted communications.
• Date range - Specify your preferred timeframe for data analysis.

Best Practices and Tips

Utilizing the Contact Performance Report effectively can significantly enhance your marketing strategies. Here are some best practices:

• **Re-engage Inactive Contacts:** Use insights from the report to identify and re-engage contacts who have not interacted with your marketing efforts.
• **Optimize Segmentation Strategies:** Leverage the metrics gathered to fine-tune your contact segmentation for more personalized marketing campaigns.
• **Align Marketing with Contact Behavior:** Utilize the Contact Trends Graph to determine optimal times for outreach based on historical engagement data.
• **Monitor Performance Over Time:** Regularly compare current metrics against historical data to identify patterns and inform future strategies.
• **Maintain a Clean Contact List:** Remove inactive or invalid contacts to optimize deliverability and engagement rates.

Troubleshooting

If you encounter issues while using the Contact Performance Report, consider the following troubleshooting steps:

• Ensure you are logged in as an Admin user, as this report is only accessible to users with these permissions.
• Verify that your account has the required subscription level (Plus, Pro, or Enterprise).
• If metrics seem inaccurate or missing, check the filters applied to ensure you're viewing the correct segment of data.

FAQ

1. Who can access the Contact Performance Report?

Only users assigned to the Admin group in an account can access this report.

2. What are the key metrics included in the report?

The report includes metrics such as Total Contacts, Active Contacts, Non-Active Contacts, and Growth Rate.

3. How can I filter the data in the report?

You can filter the data by Tags, Lists, and Date Range at the top of the report.

4. How do I export the report?

Click the **Share** button, then select **Save** to download as a PDF, or use **Generate public link** to share the report via email.

5. Can I analyze contact trends over different time periods?

Yes, you can filter the Contact Trends chart by daily, weekly, or monthly data based on your selected date range.

6. What should I do if I find discrepancies in the metrics?

Double-check the applied filters and ensure that you are an Admin user with the necessary permissions to access the data.

7. How often should I review the Contact Performance Report?

Regularly reviewing the report can help you maintain a clean and engaged contact list, thus improving your marketing strategy over time.

By leveraging the insights provided by the Contact Performance Report, marketers can make data-driven decisions that enhance their engagement and conversion strategies, ultimately driving growth in their contacts and business. ```