Export campaign report data

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How do I export campaign report data in ActiveCampaign?

In ActiveCampaign, users have the ability to export data from their campaign reports to a CSV file, which is essential for internal record-keeping and analysis. This feature is available across all ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise. Understanding how to export this data can significantly enhance your reporting capabilities and allow you to analyze the performance of your campaigns effectively.

How to Access This Feature

To export campaign report data, you can access it either through the Reports section or the Campaigns section within ActiveCampaign:

1. Click Reports in the left menu.

  Or

2. Click Campaigns > All Campaigns to view a list of your sent campaigns.

Upon accessing these sections, you will be able to view reports associated with your campaigns.

Step-by-Step Instructions

To successfully export campaign report data, follow these detailed steps:

1. **Navigate to Reports**:

  - Click on Reports in the left menu or navigate via Campaigns > All Campaigns.

2. **Select Campaign**:

  - Reports for all sent campaigns will be displayed. Click on the campaign you wish to export data from.

3. **Choose Data to Export**:

  - From the left menu, under Overview, select the section of data you want to export. Options you can choose from include:
    * Opens/Reads
    * Clicks
    * GEO
    * Forwards
    * Social
    * Replies
    * Updates
    * Unsubscribes
    * Email Clients
  - If you are interested in bounced contacts, click on Bounces located in the Summary box on your Campaign Overview report.

4. **Export the Data**:

  - Look for the Export link at the top right of the application and click it. This will export the campaign data currently displayed on your screen.

Important Note: It is not possible to export the Campaign Overview report itself.

Configuration Options and Settings

When exporting campaign report data, the following items can be exported into a CSV file:

• **Opens**: A list of contacts who opened your email.
• **Non-opens**: A list of contacts who received your email but did not open it.
• **Link clicks**: This includes a list of all links in your campaign, showcasing both the number of unique and total clicks per link.
• **Clicks per link**: Unique contacts that clicked each link in your campaign.
• **Geo**: Information regarding the location of the contacts who interacted with your campaign.
• **Forwards**: Details of contacts that forwarded your email, including the date of the forward and the total number of forwards.
• **All social shares**: Aggregated data about shares to social media platforms like Facebook and Twitter.
• **Social shares to Facebook**: Specific details about shares to Facebook.
• **Social shares to Twitter**: Information on mentions and shares on Twitter.
• **Unsubscribes**: Records of contacts who clicked the unsubscribe link in your email.
• **Email clients**: Data showcasing which email clients were used by the contacts (e.g., Gmail, Yahoo, etc).
• **Campaigns Performance**: Available on Plus, Professional, and Enterprise plans, this aggregates data from all sent campaigns, including regular campaigns and automation emails. For further insights, consider reading more about the Campaigns Performance report.

Best Practices and Tips

To make the most of the exported campaign report data, consider the following best practices:

• Regularly export your campaign data to maintain up-to-date records and analyze trends over time.
• Use the CSV file for deeper analysis in spreadsheet applications, allowing advanced calculations and data visualization.
• Consider using filters and sorting features in your CSV files to focus on specific data sets, like high-performing links or demographics of unsubscribed contacts.
• Pay close attention to patterns in Opens and Clicks to refine your future campaigns based on audience engagement.

Common Use Cases

Here are some common scenarios where exporting campaign report data can be valuable:

• **Marketing Analysis**: Track the effectiveness of different campaigns by comparing opens and clicks across multiple emails.
• **Team Collaboration**: Share exported data with your marketing team or stakeholders to discuss strategies and outcomes.
• **Client Reporting**: If you're managing campaigns for clients, exporting data helps present performance reports in a clear and organized manner.

Troubleshooting

If you encounter issues when exporting campaign report data, consider the following:

• Ensure that you have the appropriate permissions to access reports and export data.
• Check if you are trying to export data from the Campaign Overview report, which is not allowed.
• If the Export button is not visible, verify that you have selected a specific report section under Overview.

FAQ

1. Can I export data from any campaign report?

Yes, you can export data from any sent campaign report, excluding the Campaign Overview report itself.

2. What format is the exported data in?

The data is exported in a CSV file format, which can be opened in spreadsheet applications.

3. Is there any limit on the amount of data I can export?

There are no specific limits on data export, but very large reports may take time to generate.

4. Is the exported data stored in ActiveCampaign?

No, exported files are downloaded directly to your device and are not stored in ActiveCampaign.

5. Why can't I see the option to export my report?

Ensure that you are in the correct campaign subsection within the report, as the export option is dependent on the section selected.

6. How do I analyze the exported data effectively?

Use spreadsheet software to sort, filter, and visualize data for more in-depth analysis of trends and performance metrics.

7. What if I need more detailed reporting?

Consider looking into the Campaigns Performance report for a broader aggregate of campaign data for insights at a higher level.

This comprehensive guide should assist you in effectively exporting campaign report data in ActiveCampaign, enhancing both your record-keeping and analytical capabilities. ```