Custom report recipe

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Custom report recipe: Campaign engagement trend

Custom reports in ActiveCampaign allow you to generate insightful analytics tailored to your specific needs. The Custom report recipe: Campaign engagement trend provides you with the necessary tools to assess the performance of your campaigns over time, thereby helping you understand how your audience engages with your emails.

This article will guide you through creating a custom report that highlights campaign engagement metrics, including the ability to set filters based on parameters like associated automation name, campaign name, or event date. Understanding and utilizing this feature is crucial for optimizing your email marketing strategy.

How to access this feature

To access the custom reporting tool in ActiveCampaign:

1. Click Reports on the left menu of your account. 2. Click Custom Reports in the Reports menu.

By following these steps, you will enter the custom reports interface where you can create and manage your reports.

Step-by-step instructions

The process of creating the Campaign engagement trend report involves several key steps as outlined below:

Build the Look

• • Step 1: Create Filters and Dimensions**

1. Click the Campaign view from the left pane to access nested dimensions and measures. 2. Hover over the Associated Automation Name dimension and click the Filter button that appears. 3. Hover over the Campaign Name dimension and click its Filter button. 4. Click the Event Date dimension to expand the menu of date options. 5. Hover over the Date option and click the Filter button that appears. 6. Click the Month option to add this dimension to the report.

You should see a preliminary view of your report reflecting these selections.

• • Step 2: Create Measures**

1. From the left pane, click the Total Sends measure to include it in your report. 2. Click the Total Opens measure. 3. Click the Total Clicks measure. 4. Navigate to the Filter section of the Explore located at the top center bar to select the desired parameters for Associated Automation Name, Campaign Name, or Event Date. 5. Click the Visualization section to expand it, and then select the Line chart icon for the visualization type. 6. Click the Run button located at the top right corner of the report to retrieve data based on your configured settings.

Save and share the report

To save and share your newly created report:

1. Click the settings gear icon at the top right corner of the Explore next to the Run button. 2. Select the Save as a Look… option. 3. Enter a Title for the Look. 4. Optionally, you can add a description of the Look for further context. 5. Click the Save & View Look option to finalize your report.

Configuration options and settings

When constructing your report, keep the following configuration options in mind:

- **Filters**: You can filter the report using:

 - Associated Automation Name
 - Campaign Name
 - Event Date

- **Dimension**: The report will represent:

 - Campaign Event Month

- **Measures**: The performance indicators will consist of:

 - Campaign Total Sends
 - Campaign Total Opens
 - Campaign Total Clicks

These elements allow for a comprehensive view of your campaign engagement.

Best practices and tips

To ensure that your custom report is effective, consider the following best practices:

1. Regularly review and update your filters to reflect your current campaigns. 2. Use visualizations like line charts to easily track engagement trends over time. 3. Provide clear and descriptive titles and descriptions for your Looks to enhance understanding for those who may access them later. 4. Utilize the reporting add-on for enhanced analytics, especially if you are on a Plus or Professional plan.

By implementing these strategies, you can maximize the value of your custom reports in ActiveCampaign.

Common use cases with examples

The Campaign engagement trend report can be exceedingly beneficial in various scenarios:

- **Tracking Campaign Performance**: If you are running multiple campaigns, you can filter by Campaign Name to see how specific campaigns are performing over time.

- **Evaluating Automation Effectiveness**: By filtering based on Associated Automation Name, you can analyze how different automations affect campaign engagement metrics.

- **Identifying Trends**: Monitoring engagement over specific months can highlight seasonal trends in user behavior, allowing for strategic adjustments to your marketing efforts.

Troubleshooting section

If you encounter issues when creating or retrieving reports, consider the following troubleshooting tips:

1. Ensure that you have the necessary permissions to access custom reports. 2. Verify that your account plan includes the custom reports feature (available on the Enterprise plan or via the custom reports add-on). 3. If data does not appear as expected, check your filters and parameters to ensure they are correctly set.

FAQ

Q1: What plans include the custom reports feature? A1: The custom reports feature is included with the Enterprise plan. It is also available as an add-on for Plus or Professional plans.

Q2: How does Apple Mail's Mail Privacy Protection affect my report metrics? A2: All email opens from Apple Mail clients will be reflected in your metrics, including contacts who use the Apple Mail app with iOS 15 with Mail Privacy Protection enabled.

Q3: Can I share my custom reports with other users? A3: Yes, once saved, you can share your reports with other users who have appropriate access within your ActiveCampaign account.

Q4: What types of visualizations can I use in my custom reports? A4: You can select from various visualization types, with the Line chart being a prominent option for displaying engagement trends over time.

Q5: Is there a limit to the number of filters I can apply? A5: While there’s no strict limit, it’s advisable to use filters that are relevant to your analysis to maintain clarity in your reports.

Q6: What should I do if I do not see all the measures listed? A6: If certain measures are not visible, ensure you are focused on the Campaign view in the left pane, as some measures are nested under specific dimensions.

Q7: How can I ensure my reports are up to date? A7: Regularly click the Run button after updating any filters or parameters to refresh the data displayed in your report.

By following this guide, you will be equipped with the knowledge needed to create a comprehensive Campaign engagement trend report in ActiveCampaign, utilizing all the features effectively for insightful campaign analysis. ```