How to run a marketing metrics report

Navigate to "Reports" > "Marketing + Engagement"

Scroll down to the "Marketing Metrics Report" section.

Choose the Journey you want to run the report for. You can also filter by start or end date.

Click "Request Full Report"

Your report request will show in the section "Reports Requests in the last 24 hours." It may take a few minutes for the report to process, but will show an option to download once it is ready.

The CSV file will contain details about the campaign metrics.

It is important to understand how each of the values are counted. And what is meant by some of the terms found in this report. The glossary of terms below should help explain what we mean when you see these words on your reports.

Prospect: These are your potential customers who have yet to interact with your event.

Lead: These potential customers who have logged into an event, but abandoned their shopping cart before completing a purchase.

Buyer: Your customers who have completed a purchase.

Number of Broadcasts: The total number of emails or SMS messages scheduled in the campaign

People: The total number of prospects, leads or buyers who received at least 1 broadcast from this campaign during this time period. This number is used to calculate open, click, unsubscribe, conversion and revenue rates.

Sends: The total number of broadcasts sent to the people in that stage of the marketing funnel. 1 broadcast = 1 contact email or sms. If there is both email and sms for a contact, the send count will be 2. Note: Changing the campaign in an event will alter some of the data and will only reflect sends pertinent to that campaign.

Opens: The total number of unique opens during the selected time period of a broadcast sent (sends) during the selected time period for that campaign. Note: SMS opens cannot cannot be directly tracked. Any opens attributed from sms will counted be because the link in the opened sms was clicked. Changing the campaign in an event will alter some of the data and will only reflect sends pertinent to that campaign.

Unsubscribes: The total number of people during the selected time period who opted to unsubscribe from future marketing broadcasts. Note: if a person unsubscribes from an email broadcast, we will also stop sending sms broadcasts to that person until they choose to opt-in again.

Clicks: The total number of times any link in this campaign during that time period was clicked. If the same link was clicked multiple times, this calculation will count each time it was clicked. Note: Changing the campaign in an event will alter some of the data and will only reflect sends pertinent to that campaign.

Converted: If the campaign type is Prospect, this percentage is the total number of people logged in using the link from a broadcast, divided by the total number of people during the selected time period.
Otherwise, if the campaign type is Lead or Buyer, then this percentage is the total number of people who logged in and placed at least 1 order during that time period by clicking a link (clicked broadcasts) from a broadcast sent (sends) from that campaign. Note: Changing the campaign in an event will alter some of the data and will only reflect sends pertinent to that campaign.

Retail Total: The total amount of revenue customers paid for orders placed during that time period by people who logged into an event by clicking a link (clicked broadcasts) from a broadcast sent (sends) from that campaign. This metric is used to calculate the revenue per person and average order value rates. Refunded or canceled orders are not reflected.

Average Order Value: The total revenue earned (gross) during the selected time period, divided by the total number of orders received for the selected period for that campaign.

Revenue Per Person: The total revenue earned (gross) during the selected time period, divided by the total number of broadcast recipients (people) for the selected period for that campaign.