Jump To Tracking report

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Jump To Tracking report

The Jump To Tracking report is a critical feature within ActiveCampaign that allows users to gauge the performance of specific "Jump To" actions set up in their automations. Understanding how these actions function and perform is crucial for optimizing marketing efforts and ensuring that automations are achieving the desired outcomes. This report provides insightful metrics about each "Jump To" action, helping businesses measure the effectiveness of their marketing strategies.

Why It Matters

The importance of the Jump To Tracking report lies in its ability to provide a clear snapshot of automation performance. By assessing how many contacts meet the conditions of a "Jump To" action and reviewing the actions taken from that data, organizations can fine-tune their marketing approaches to enhance engagement and conversion rates. This visibility facilitates more informed decision-making and better resource allocation.

How to Access the Jump To Tracking Report

To access the Jump To Tracking report, follow the steps below:

1. Click Reports located in the left menu.
2. Click Automations.
3. Click Jump To Tracking Report.

Alternatively, you can access it by:

1. Clicking Automations located in the left menu.
2. Under Reports, click Jump To Tracking Report.

Upon accessing the report, you will see all "Jump To" actions created in your ActiveCampaign account, including the date they were created and a Success metric.

Step-by-Step Instructions

The Jump To Tracking report presents a wealth of information. Here’s how to navigate and utilize the report effectively:

General Information

When you load the report, it will display the following details for each "Jump To" action:

• Name: This is the name of the "Jump To."
• Created: The date when the "Jump To" was created.
• Success: This is the percentage derived from the total number of contacts that met the "Jump To" conditions divided by the total number of contacts in the respective automation. If a contact meets the criteria multiple times, all instances will be counted.

You can use the search bar at the top of the report to filter results by typing in the name or part of the name of a "Jump To" action. Clicking on the name of a "Jump To" redirects you to the Individual "Jump To" report for that specific action. Hovering over the Success bar reveals detailed metrics.

Information Included in Individual "Jump To" Reports

Once you access an individual report for a "Jump To," the following details will be available:

• Performing "Jump To": Ranks the "Jump To" based on its Completion Rate relative to other actions within the same automation.
• Completion Rate: This shows the percentage of contacts who met the Jump To criteria while in the automation.
• Completion Rate in the Last 30 Days: Insights into how the completion rate has changed over the last month.
• Average Time Until Completion: The average duration it takes for a contact entering the automation to complete the "Jump To" action.

You can utilize the Completion Status dropdown next to the search bar to filter the displayed results by:

• Any
• Complete
• Incomplete

Additionally, you can search for specific contacts relevant to the "Jump To" action using the search bar.

Available Table Fields

The report table defaults to showing the following contact fields:

• Full Name
• Email
• Location
• "Jump To" Completion: indicates completion status (Red for No, Green for Yes).

To customize this table, click the gear icon next to the table header to add or remove fields. Additional fields that can be displayed include:

• Avatar
• First Name
• Last Name
• Date Created
• Social
• Phone
• Organization (Account)
• All Custom Contact Fields

Column sorting is available by clicking on the name of each field, allowing you to adjust the information in ascending or descending order.

Actions on Contacts

The action dropdown on the far right of the contact table provides options to perform specific activities, including:

• Email Send: Enables sending a 1:1 email.
• Add a Deal: Allows the addition of a new deal to the contact.
• Add a Task: Lets you create a task related to the contact.
• Add a Note: Enables adding a note to the contact record.

You can also adjust the number of contacts displayed in the table, with options for displaying 10, 20, 50, or 100 rows at a time.

Configuration Options and Settings

To use the Jump To Tracking report, users need to be aware of certain configuration options:

• Tracking for Jump To actions must be enabled by checking the tracking checkbox when setting up the action.
• Existing "Goal" actions that have transitioned to Jump To actions will automatically come with tracking enabled, provided at least one contact reached the action.
• Reports cannot be generated for Jump To actions if tracking is not enabled.

Best Practices and Tips

1. **Regularly Review Reports**: Make it a routine to review your Jump To Tracking reports to keep a pulse on automation performance and to identify potential improvements. 2. **Utilize Filtering**: Use the filtering options to focus on specific actions or contact statuses, which helps streamline your analysis. 3. **Act on Insights**: Use the contact actions to take immediate steps based on report findings—send a targeted email, add a deal, or follow-up tasks. 4. **Export Data**: Regularly export your reports for external analysis and record-keeping by clicking on the Export button to download individual reports for further assessment.

Troubleshooting

• If the Jump To Tracking report does not appear as expected, ensure that the tracking option was enabled upon creation of the "Jump To" action.
• For any discrepancies in data, double-check the configured conditions used in the "Jump To" to ensure they are correctly set.
• If issues persist, consult the help resources provided by ActiveCampaign or reach out to customer support for further assistance.

Related Features

- Automations: Explore how automations work within ActiveCampaign and their various components. - Reports: Understand other report types available that can assist in analyzing the performance of different marketing campaigns.

FAQ

Q1: What is the Jump To feature? A1: The Jump To feature allows users to create automated actions that can be triggered based on specific conditions met by contacts in an ActiveCampaign automation.

Q2: How do I know if tracking is enabled for a Jump To action? A2: Tracking needs to be enabled manually when creating the Jump To action. You can verify this in the action setup interface under the tracking option.

Q3: Can I export all data from the Jump To Tracking report? A3: No, only individual Jump To reports can be exported as CSV files; the main report cannot be exported.

Q4: What should I do if no contacts are showing in my Jump To Tracking report? A4: Ensure that conditions for the Jump To action have been met by contacts, and verify tracking was enabled.

Q5: How can I improve the Completion Rate of my Jump To actions? A5: Regularly monitor the data provided by the Jump To Tracking report, adjust your automation conditions, and test the flow to identify areas for enhancement.

Q6: Is the Jump To Tracking report available on all plans? A6: This feature is available for the Plus, Pro, and Enterprise plans of ActiveCampaign.

Q7: Where can I find more resources on automations? A7: You can learn more about automations by visiting the Automations section of the ActiveCampaign documentation. ```