Custom report recipe

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Custom report recipe: Automation engagement trends

Introduction

The Custom report recipe: Automation engagement trends is a feature in ActiveCampaign that enables users to build tailored reports reflecting the effectiveness of their automations over a specified period. By utilizing this report, users can gain insights into the total entries and completions of their automations, providing a clearer picture of engagement trends over time. This information is crucial for making informed decisions about future strategies and optimizing automation performance.

How to access this feature

To access the Custom report recipe: Automation engagement trends, follow these steps: 1. Log in to your ActiveCampaign account. 2. From the primary navigation menu, click on Reports. 3. Select Custom Reports to open the custom reports dashboard.

Step-by-step instructions

Creating a custom report for automation engagement trends involves several steps, including setting up filters, dimensions, and measures. Below is a detailed guide:

1. **Access Custom Reports**: Navigate to the custom reports section as detailed above.

2. **Create Filters and a Dimension**:

  - Click on the Automation view located in the left pane to access nested dimensions and measures.
  - Create the first filter by hovering over the Automation Name dimension, then click the Filter button that appears.
  - Next, expand the options for the Event Date dimension by clicking it.
  - Hover over the Month dimension and click the Filter button to set it as a filter as well.

3. **Add Automation Event Date**:

  - Click the Month dimension to include the Automation Event Month dimension into the report. This will establish a time frame for your report.

4. **Choose Visualization Type**:

  - Expand the Visualization section by clicking on it.
  - Select the Line chart icon to visualize your data trends effectively.

5. **Run the Report**: After your filters and visualization are set up, click the Run button located at the top right of the report to retrieve the relevant data.

Configuration options and settings

When creating the report, you will configure the following options: - **Filters**:

 - Automation Name: To specify which automation you're analyzing.
 - Event Date: Month: To filter the data based on a specific monthly time frame.

- **Dimension**:

 - Automation Event Date: Month: This will allow you to categorize the automation data by month.

- **Measures**:

 - Automation Total Entries: Displays the total number of entries for the specified automation.
 - Automation Total Completes: Represents the total number of completions for the chosen automation.

Best practices and tips

- **Set Clear Objectives**: Before creating your report, determine what specific insights you are looking for, such as identifying automation effectiveness or areas of improvement. - **Regularly Review Trends**: Schedule regular reviews of your automation engagement trends to adapt your strategies promptly. - **Explore Different Visualizations**: While a line chart is a great start, consider experimenting with other visualization options to uncover different insights.

Common use cases with examples

- **Monitoring Automation Performance**: Use this report to track how well an automation performs over specific months. For example, if an email campaign automation showed 200 total entries in January but only 150 in February, it may indicate a change in recipient engagement that needs to be explored further. - **Comparative Analysis**: Run separate reports for different automations to compare their performance and engagement levels side-by-side, assessing effectiveness and informing strategic adjustments.

Troubleshooting section

- **Data Not Displaying**: If the report yields no data, ensure that the selected filters are correctly applied and that data exists for your chosen time frame. - **Incorrect Metrics**: Verify that the correct filters and dimensions are set up; missing or incorrect configurations can lead to misleading metrics.

Related features

For more information on related reporting functionalities, explore these features: - Reporting Basics - Automation Reports - Custom Reports Overview

FAQ

Q1: What is the purpose of the Automation engagement trends report? A1: This report allows users to track and analyze entries and completions of automations over time, providing insights into their effectiveness.

Q2: Can I customize the time frame for the report? A2: Yes, you can filter the report by a specific month or a custom date range to analyze the trend over that time period.

Q3: What do the 'Total Entries' and 'Total Completes' metrics represent? A3: 'Total Entries' indicates the number of contacts that entered the automation, while 'Total Completes' reflects how many successfully completed the automation's sequence.

Q4: How can I visualize the data from my report? A4: You can choose various visualization tools, with the Line chart being one of the most effective for showing trends over time.

Q5: Is it possible to save and share this report? A5: Yes, you can save the report and share it with team members or stakeholders for collaborative analysis. Click the setting gear icon, then select Save as a Look….

Q6: Are there any prerequisites to use the Custom report recipe feature? A6: The Custom Reports feature is available with the add-on for Plus and Professional plans, or included in the Enterprise plan.

Q7: Where can I find more resources to learn about report creation? A7: Check the Reports and Custom Reports documentation for more detailed guides and resources.

By following these guidelines, users can effectively leverage the Custom report recipe: Automation engagement trends to enhance their automation strategies through data-driven insights. ```

Custom report recipe

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