Automation Overview report

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Automation Overview report

The Automation Overview report is a crucial feature within ActiveCampaign that provides detailed performance statistics for each automation in your account. This report allows users to thoroughly analyze the effectiveness of their automations, helping to identify both successes and areas for improvement. Understanding how each automation performs is vital for optimizing marketing efforts and achieving better engagement with contacts.

This feature is available for all ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise.

How to access the Automation Overview report

To access the Automation Overview report, follow these steps:

1. **Navigate** to the Reports section in your account. 2. **Click** on Automation Reports. 3. **Select** All Automations.

Alternatively, you can directly access the Automation Overview report through the Automations menu:

1. **Go to** Automations. 2. **Select** All Automations under the "Reports" category.

The Automation Reports page will load and display a list of all automations in your account, including the number of campaigns and contacts for each automation.

If you have many automations, you can **filter** them using labels. To do this:

1. **Click** the Label dropdown at the top of the page. 2. **Choose** the label you wish to sort by.

To view the report for a specific automation:

1. **Click** the ellipsis (three dots) for the desired automation. 2. **Select** the Automation Overview option from the menu.

A new tab in your browser will open, displaying the Automation Overview report.

Step-by-step instructions

Here’s a detailed guide to accessing and interpreting the Automation Overview report:

1. **Access the Automation Reports page** using the methods described above. 2. **Filter or locate** the automation you wish to analyze. 3. **Open the report** for that automation by selecting the ellipsis followed by the Automation Overview option. 4. **Examine the information presented** in the report, which is organized in several sections.

Configuration options and settings

The Automation Overview report includes numerous configuration options and relevant metrics. Here are the key features you will find:

• **Automation Name**: Displays the name of the automation.
• **Direct Links**: Links to edit the automation and view the automation map.
• **Total Contacts in Automation**: The count of unique contacts who entered the automation.
• **Finished**: The number of unique contacts who completed the automation, encompassing those who ended it via the admin action or who naturally progressed to completion.
• **Contacts Completion Rate**: A calculation of the completion divided by the number of contacts that entered the automation.
• **Emails Sent**: Counts how many contacts received emails from the automation.
• **Emails Sent Rate**: Proportion of contacts who were sent an email to those who entered the automation.
• **Opens and Clicks**: Metrics displaying how many contacts opened the emails and clicked on links within them, paired with their respective rates.
• **Revenue**: Total e-commerce revenue attributed to the automation emails, differentiating for Shopify, WooCommerce, and other platforms in terms of discount treatment.
• **Time-Series Chart**: This visual representation shows daily counts of sends, opens, and clicks over a chosen timeframe.
• **Automation Campaign Metrics Table**: Details performance metrics for every campaign included in the automation.
• **Automation SMS Metrics Table**: Displays metrics for SMS messages if a "Send SMS" action was included in the automation.

Best practices and tips

To maximize the effectiveness of your Automation Overview report, consider these best practices:

• Regularly review your reports to identify trends or patterns in engagement and conversion rates.
• Use the Time-Series Chart to assess daily performance and adjust your automations accordingly.
• Take advantage of the filtering options to streamline analysis, especially when dealing with multiple automations.
• Use the exported data from the Automation Campaign Metrics Table to perform deeper analysis and comparison outside ActiveCampaign.
• Always consider the impact of metrics like the Completion Rate to tweak automations for better future performance.

Common use cases with examples

1. **Optimizing Email Campaigns**: By analyzing open rates and click rates, you may find that specific types of emails perform better, allowing you to refine your messaging strategy. 2. **Campaign Comparison**: Use the Automation Campaign Metrics Table to compare the performance of different campaigns within the same automation, identifying which messages resonate best with your audience. 3. **Revenue Tracking**: Gauge the effectiveness of your e-commerce messages by reviewing the revenue metrics to quantify the financial impact of your campaigns.

Troubleshooting section

If you encounter issues while accessing or interpreting the Automation Overview report, consider the following troubleshooting tips:

• Ensure you have the appropriate permissions within your ActiveCampaign account to view reports.
• If the data appears outdated, remember that the reports refresh every 24 hours. Check back later for updated metrics.
• For specific issues with navigation or missing data, consult ActiveCampaign's support documentation or reach out to customer support for assistance.

FAQ section

1. How often is the Automation Overview report updated?

The report refreshes every 24 hours, offering the latest performance statistics for your automations.

2. Can I schedule report sends to receive my Automation Overview report regularly?

Currently, you cannot schedule report sends. You must manually access the report as needed.

3. What information is included in the Automation Overview report?

It includes metrics on total contacts, completion rates, sends, opens, clicks, revenue, and performance tables for email and SMS campaigns within the automation.

4. How can I export the metrics table from the Automation Overview report?

Hover over the metrics table, click the vertical ellipsis on the top right, select "Download Data," and choose your preferred file format to download.

5. Can I view metrics on my mobile app?

Yes, you can view automation campaign metrics at a glance using the ActiveCampaign mobile app.

6. Why are some metrics showing zero values?

Zero values may indicate that no contacts have engaged with the emails or SMS messages in that automation or that the automation hasn't yet been active for a sufficient time.

7. What should I do if my metrics do not seem accurate?

Make sure to check for any recent changes to the automation settings and consider the impact of Apple Mail Privacy Protection on the reported metrics.

For additional information, please consult the relevant sections in ActiveCampaign's documentation.