Aggregate Performance Reporting

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Aggregate Performance Reporting in SMS Marketing

Introduction

Aggregate Performance Reporting is a powerful feature integrated into the SMS Marketing suite of ActiveCampaign. This functionality provides users with a centralized view of their broadcast SMS campaign performance. By offering a comprehensive overview of key metrics, this feature is designed to enhance the ability of marketers to analyze campaign effectiveness, make informed decisions quickly, and demonstrate the overall value of their SMS marketing initiatives. With Aggregate Performance Reporting, you can optimize your SMS strategies based on real-time data, ultimately enhancing engagement and efficiency.

How to Access This Feature

To access Aggregate Performance Reporting, eligible customers need to follow these steps:

1. Navigate to SMS in the main menu. 2. Select Reports from the dropdown. 3. Click on SMS Campaigns Performance to enter the dashboard.

This feature is available for customers on the Plus, Professional, and Enterprise plans with the SMS Marketing add-on, and no additional setup is needed for eligible customers.

Step-by-Step Instructions

1. 1. 1. Accessing the SMS Campaign Performance Dashboard

1. Log in to your ActiveCampaign account. 2. From the dashboard, locate the SMS tab. Click on this option. 3. In the SMS menu, find and select Reports. 4. Inside the Reports section, click on SMS Campaigns Performance.

Once in the dashboard, you will encounter a range of performance metrics displayed in an easy-to-read format.

1. 1. 1. Exploring Key Features

- **SMS Campaign Performance Overview Dashboard**: This feature displays high-level performance metrics across all broadcast SMS campaigns, allowing users to review and compare their campaigns at a glance.

- **Drill-Down Campaign Reports**: By clicking on individual campaigns, you can access detailed insights, including important statistics such as delivery rates, engagement levels, and failure rates. This enables a closer examination of how specific campaigns performed.

- **Report Filtering**: The dashboard provides filtering options, allowing you to quickly find specific campaigns based on criteria such as list, date range, or campaign name.

Configuration Options and Settings

The main options available within Aggregate Performance Reporting include:

- **Filtering by List**: Easily isolate campaigns for specific contact lists to evaluate their performance. - **Date Range Filtering**: Quickly adjust the date range to analyze performance over selected periods. - **Campaign Name Filtering**: Search for and retrieve metrics for specific campaigns to assess their effectiveness.

These options enhance user experience and ensure you can quickly access the relevant data needed for analysis.

Best Practices and Tips

To make the most out of Aggregate Performance Reporting, consider the following best practices:

1. **Regularly Review the Dashboard**: Make it a habit to check the dashboard frequently to stay updated on the performance of your SMS campaigns.

2. **Use Filter Options Effectively**: Filter your reports to focus on specific campaigns or time periods, allowing for targeted analysis and insights into campaign effectiveness.

3. **Adjust Strategies Based on Data**: Use the data from your Aggregate Performance Reporting to refine your SMS marketing strategies. Identify what works well and replicate those tactics in future campaigns.

4. **Share insights with stakeholders**: Utilize the performance data when discussing campaign effectiveness with team members or leadership to highlight successes and identify areas for improvement.

Common Use Cases with Examples

- **Campaign Effectiveness Review**: After a promotional SMS campaign, use Aggregate Performance Reporting to assess delivery and engagement rates, determining whether the campaign met its objectives.

- **Performance Comparison**: By filtering through different campaigns, users can compare the effectiveness of various strategies, such as promotional offers versus informational content.

- **Trend Analysis**: Regularly monitoring performance over time helps identify trends, such as peak engagement dates, allowing for more strategic planning in future campaigns.

Troubleshooting

While Aggregate Performance Reporting is designed for ease of use, users may encounter issues. Here are some common troubleshooting tips:

- **Data Not Loading**: If you experience delays in data loading, try refreshing the browser or checking your internet connection.

- **Metrics Appear Inaccurate**: If you believe your metrics are incorrect, double-check the filters applied to ensure you are viewing the right segments of data.

- **Access Issues**: Ensure you are on an eligible plan (Plus, Professional, or Enterprise) with the SMS Marketing add-on activated.

Related Features

- SMS Marketing: For a broader understanding of SMS Marketing functionalities within ActiveCampaign, consider exploring how this integrates with other features.

FAQ

What is Aggregate Performance Reporting?

Aggregate Performance Reporting provides a centralized view of metrics across your SMS campaigns, allowing you to analyze performance in depth.

Which plans include Aggregate Performance Reporting?

This feature is available for customers on the Plus, Professional, and Enterprise plans with the SMS Marketing add-on.

How can I improve my SMS campaign performance?

Use the insights provided by the dashboard to assess what changes could enhance delivery and engagement rates, refine targeting, and adjust messaging.

Can I filter my reports?

Yes, you can filter your reports by list, date range, and campaign name to analyze specific segments of data.

What metrics can I view in the dashboard?

You can view metrics such as total campaigns, message volume, delivery rates, click rates, reply rates, failure rates, and opt-out rates.

Is there any setup required to use this feature?

No additional setup is needed for eligible customers to access Aggregate Performance Reporting.

Where can I learn more about the SMS Campaign Performance report?

You can read more about the specific metrics available in the SMS Campaign Performance report [1].

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