Flow reports

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Flow reports in WhatsApp Messaging

Flow reports in WhatsApp Messaging allow you to gain comprehensive insights into how users interact with your WhatsApp messaging flows. This feature plays a crucial role in optimizing your messaging strategies, enabling you to refine user interactions to better meet their needs. With flow reports, you can track metrics, view detailed executions, and download results to analyze performance trends over time.

How to Access Flow Reports

To access the flow reports in your ActiveCampaign account, follow these steps:

1. Click on WhatsApp in the left menu.
2. Select Messaging Flows from the dropdown options.
3. Click on the specific flow for which you want to view reports.

This will take you to the summary page for that flow, where you can see overall performance metrics and detailed execution data.

Step-by-Step Instructions

Once you have accessed the summary page of your desired flow, you will be presented with several metrics and details. Here’s how to interpret and navigate through this information:

1. **Metrics Overview**: The summary page displays critical performance metrics for your messaging flow, including:

  * Contacts: The number of contacts in this execution who have entered the flow version.
  * Expired: The count of contacts who stopped responding, defaulting to a 24-hour waiting time for responses in the **TEMPLATE**, **MENU**, or **QUESTION** steps, which can be customized.
  * Ongoing: The number of contacts currently active in the flow, either awaiting responses or in a DELAY step.
  * Canceled: Contacts who left the flow, either manually or due to another open conversation in the Inbox.
  * Failed: The number of contacts that exited the flow due to errors, such as messaging failures or connection issues with external APIs.
  * Completed: The total number of contacts who reached one of the final steps of the flow.

2. **Flow Tabs**: Below the metrics, you will find 2-4 tabs depending on whether you're viewing inbound or outbound flows. The tabs provide further details:

  * Contacts: Lists all contacts who entered your flow, facilitating the tracking of their paths through different versions.
  * Messaging Flow Executions: Detailed information regarding how and when each flow was triggered, including the user (system or manual) that initiated it.
  * Versions: A history of changes made to the flow, allowing you to assess performance improvements over time.
  * Messaging Flow Viewer: A visual representation of the selected flow, color-coding the most frequently executed steps and displaying the percentage of contacts that followed each step.

3. **Download Flow Results**: If you want to analyze execution or version details further, you can download results in a CSV file:

  * Click on the Download results button located at the top right of a version or execution details page.
  * The CSV will include important information such as contact numbers, names, execution status, failure reasons, and execution timestamps.
  * After generating, it can be accessed from the WhatsApp > Notifications page within your ActiveCampaign account.

Configuration Options and Settings

Here are some noteworthy configuration options that can enhance your flow’s functionality:

- **Waiting Time**: Customize the waiting time for responses within the TEMPLATE, MENU, or QUESTION steps based on your messaging strategy and user engagement expectations. - **Cancellation Protocols**: Define conditions under which a contact can exit the flow, whether manually or due to existing inbox conversations.

These settings allow for flexibility in managing user interactions and maintaining control over flow execution.

Best Practices and Tips

To maximize the effectiveness of your flow reports, consider these best practices:

- **Regular Review of Metrics**: Frequently check the performance metrics to identify trends or areas needing improvement. Metrics like Expired and Failed can reveal obstacles that may prevent user engagement. - **Testing Different Versions**: Leverage the Versions tab to evaluate changes to your flow. A/B testing can provide insights into what modifications yield better contact engagement rates. - **Utilizing the Flow Viewer**: Use the Messaging Flow Viewer to visually assess the most common paths taken by contacts. This helps in refining the user experience and streamlining frequently used steps. - **Download and Analyze Data**: Make it a routine to download and analyze the CSV reports regularly, using the insights to inform future messaging strategies.

Common Use Cases

Flow reports can be beneficial in various scenarios, such as:

1. **Performance Optimization**: Use the reports to adjust messaging flows based on user interaction data, ensuring higher engagement rates. 2. **Identifying Bottlenecks**: Determine if there are specific steps where users commonly drop off, allowing you to address these areas directly. 3. **Tracking Campaign Effectiveness**: Assess how well distinct campaigns operate through the flow metrics, helping you make data-driven decisions for future promotions.

Troubleshooting Section

If you encounter issues when accessing or interpreting flow reports, consider the following:

- **Limited Data Availability**: Ensure that you have a sufficient number of executions in your flow for meaningful metrics to be displayed. Low activity may result in incomplete data. - **CSV Download Delays**: If the download takes longer than expected, this may be due to the size of the execution data. Try simplifying your data selection or be patient as the system processes it.

FAQ

1. What types of metrics are displayed in flow reports?

  Flow reports display metrics such as Contacts, Expired, Ongoing, Canceled, Failed, and Completed.
  

1. Can I download flow execution details?

  Yes, you can download flow execution and version details as a CSV file directly from the interface.
  

1. How long does it take to generate a CSV file?

  The generation time for the CSV file depends on the amount of data included; it can vary based on the flow's execution history.
  

1. What can I do if I notice a high number of expired contacts?

  Review the waiting times for response steps, and consider adjusting your engagement strategy to prompt quicker responses.
  

1. Are there specific error reasons for failed executions?

  Yes, failed executions can result from issues such as inability to send messages or connections with external APIs failing.

By utilizing flow reports in WhatsApp messaging, you can enhance your engagement strategies and ensure a better user experience, ultimately leading to successful interactions and improved campaign outcomes. ```