Automations Performance report

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Automations Performance report

The Automations Performance report in ActiveCampaign provides users with comprehensive insights into the effectiveness of their automation campaigns. This feature is vital for marketing professionals as it aggregates data across all automations in an account that have sent at least one campaign. By utilizing this report, users can gauge how many contacts entered their automations and evaluate the overall performance of automation campaigns with a quick, at-a-glance overview.

Benefits of the Automations Performance report

With the Automations Performance report, you will be able to:

• View a range of automation performance metrics, including the number of contacts that entered your automations and essential campaign metrics.
• Set a specific date range to analyze automation metrics over time.
• Export performance data into different formats, including CSV, TXT, Excel (2007 or later), JSON, HTML, or Markdown.

This report is a critical tool for evaluating the effectiveness of your automation efforts and optimizing future campaigns.

How to access the Automations Performance report

To access the Automations Performance report, navigate to:

• Reports > Automation Reports > Automations Performance

Alternatively, you can go through:

• Automations > Automations Performance

Once accessed, the report will automatically display all automations that have sent at least one campaign. The default view will reflect the data from the last 7 days, which can be adjusted as necessary.

Step-by-step instructions

1. **Navigate to the report**: Follow the steps described above to reach the Automations Performance report.

2. **Filter by date**: At the top of the report, you will see an Automation Event Date dropdown menu. This allows you to filter the data by different time frames:

  - Today
  - Yesterday
  - Last 7 days (default)
  - Last 14 days
  - Last 30 days
  - Custom range (select your own start and end dates)

3. **Sort data**: You can sort the report data in either ascending or descending order by clicking on the column headers of the table.

4. **Access more details**: Clicking on the name of any automation within the report will redirect you to the detailed overview of that specific automation.

Configuration options and settings

The following information is included in the Automations Performance report to provide insights into your automation campaigns:

• **Name** – The title of the automation
• **Status** – Indicates if the automation is Active or Inactive
• **# Contacts Entered** – The total number of contacts who have entered the automation
• **# Campaigns** – Total campaigns associated with the automation that have been sent to at least one contact
• **# Sends** – Total number of sends for campaigns within the automation
• **# Opens** – Unique count of campaign opens
• **# Clicks** – Unique count of campaign clicks
• **# Unsubscribes** – Number of campaign unsubscribes
• **# Bounces** – Total number of campaign bounces
• **Open Rate** – Calculated as the percentage of unique campaign opens over total sends
• **Click Rate** – Percentage of unique campaign clicks over total sends
• **Unsubscribe Rate** – Percentage of unsubscribes over total sends
• **Forward Rate** – Unique forwards expressed as a percentage of total sends
• **Bounce Rate** – Percentage of bounces over total sends

Best practices and tips

• Review the report regularly to identify patterns in automation performance.
• Use the date range filter to analyze specific periods, especially after significant campaigns or changes to automation.
• Compare performance metrics across different automations to understand best practices and areas that may need improvement.
• Utilize the data export feature to create detailed presentations or reports for stakeholders.

Troubleshooting

If you encounter issues while accessing or exporting the Automations Performance report:

• The report will timeout after 90 seconds. If you notice a blank exported file, refresh your browser and attempt the export again.
• Ensure you have adequate permissions, as only users assigned to the Admin group can access this report.
• Remember that all email opens from Apple Mail clients will be included in the metrics, especially those with Mail Privacy Protection (MPP) enabled.

Related features

Consider exploring other valuable resources and reports within ActiveCampaign, such as:

• Reports
• Automation Reports

These features can further enhance your marketing efforts and provide deeper insights into various aspects of your campaigns.

FAQ

Q1: Who can access the Automations Performance report? A1: Only users who are assigned to the Admin group in an account can access this report.

Q2: Can I schedule the Automations Performance report to be sent via email? A2: It is not possible to schedule report sends for this feature.

Q3: What metrics are included in the report? A3: The report includes metrics such as the number of contacts entered, campaign sends, opens, clicks, unsubscribes, and various rates (open, click, unsubscribe, forward, and bounce).

Q4: How do I export the report data? A4: Hover over the Bounce Rate column header, click the vertical ellipsis that appears, then select Download Data. Choose your desired format to export.

Q5: What date ranges can I filter by in the report? A5: You can filter by Today, Yesterday, Last 7 days (default), Last 14 days, Last 30 days, or set a Custom range.

Q6: What happens if the report export takes too long? A6: The report will time out after 90 seconds. You should refresh your browser and attempt the export again if the exported file is blank.

Q7: How can I view metrics over a specific date range? A7: Click on either the start or end date field and select a date using the calendar icon to set your desired date range.

By utilizing the Automations Performance report, users can effectively gauge the performance of their automation campaigns and make informed decisions to optimize their marketing strategies. ```