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Campaigns Insights

Steven Reinartz, November 5, 2025

If you use Campaigns, chances are you’d like to know how effective each campaign has been.

But that can mean a lot of things: the number of opens and clicks, the total number of emails sent, or even filtering to see which campaigns are generating the most engagement.

With Insights for Campaigns, you can track all of that and more!

Where to find it

Go to your Insights, select ”+“ > Report > Campaign and choose between either of the available options.

Report types

Campaigns Insights offers two report types: Performance and Conversion.

Performance

Note: The default filter for a campaign‘s performance report is Campaign send date > is > Past 1 month.

A performance report displays data related to whether your campaign emails were delivered successfully.

IIn this example, the report displays the months when campaigns were sent out, with color coding to indicate the number of your campaign emails that were opened vs. emails that were left unopened or couldn‘t be tracked.

Conversion

Note: Unlike performance reports, conversion reports don’t have a segment by field, and the measure by field is replaced by a conversion field. For more information about conversion reports, check out this article.

The conversion report focuses on the number of recipients who opened your emails or clicked the links within them.

In this example, the open rate for campaign emails is measured based on the calendar quarter they were sent.

Note: You can hover your cursor over a bar in both performance and conversion reports to see a summary of the data represented there.

Marketing reports structure

In Campaigns Insights, there are three sections that help with building your marketing report: filter view, visual builder and table view.

Learn more about CRM marketing

Filter view

Note: Custom fields are not available for marketing reports; all available fields are prepopulated.

With filters, you can select the marketing data you want to include in your report.

Click the ”+“ button to create a new filter, or hover over an existing filter and click the trash can icon to delete it.

Note: For help with filtering, check out this article.

Visual builder

Note: When building your report, you can include either open-related fields (i.e. the time the email was opened) or click-related fields (i.e. the country where a link was clicked) in the measure by, view by or segment by options. For the sake of clarity and accuracy, reports are limited to one type of tracking data at a time.

After you select your filters you can choose how that data is visualized.

You can start by selecting a chart type to use in the top left corner.

You also have three fields (two if you’re making a conversion report) you can use to further specify how you want your data presented: measure by, view by and segment by.

Measure by

The measure by field shows what’s being counted, such as emails sent, and defines which units are used to present the data.

There are five options you can choose from:

Field name	Data represented
Emails sent	How many emails were sent in the campaign
Total clicks	How many times recipients clicked on links in your emails, including repeated clicks
Total opens	How many times emails were opened (including multiple opens by the same person)
Unique clicks	The number of emails with links that were clicked on.
Unique opens	The number of emails sent that were opened.

View by

The view by field dictates how to display the information used to split your columns, such as the quarter the campaign was sent.

In addition to the fields from the filters section, you can use special date fields here to see your campaign’s performance over time:

Segment by

The segment by field allows you to split the data within your existing filters and is represented by the colors in your columns. This helps you compare groups (like who opened your emails or not) in one chart..

Click the ”...“ in the top right corner to change the number of visible columns.

If at least one of the selected fields includes open or click data, those values are displayed in your report. Open or click data includes:

Open time
Open country
Link
Click country
Click time
Total opens
Total clicks

Otherwise, your report will only include sent email data.

Table view

Note: The columns you select in the list view (table) do not affect what data appears in your report chart. Only the measure by, view by and segment by fields determine which data is shown.

Once you’ve filtered and visualized your data, you can look at the table view for a spreadsheet layout of the data in the chart.

You can choose the data view to display a list view or a summary view, providing a more general breakdown of your report data.

Click the gear icon to change the visible columns, or click “Export“ to download an XLS or CSV document with your report data.

Fields and data

Here’s a comprehensive list of fields available to filter by in a Campaigns report, and what data they represent:

Field name	Data represented
Campaign	Title of the campaign
Campaign creator	Name of the Pipedrive user who created the campaign
Campaign creator status	Can be active or deactivated
Campaign sending user	Name of the Pipedrive user who sent the campaign
Campaign sending user status	Can be active or deactivated
Campaign type	Can be regular or automated
Click tracking	The events listed can be clicked, not clicked or not tracked
Delivery status	Can be: Delivered – accepted by the recipient’s mail server Bounced – rejected by the recipient’s mail server Unknown – sent, but no response from the recipient’s mail server
Email bounce type	Reasons why a mail server may bounce an email: Soft – Soft bounces occur when the email address is correct, but the email was not delivered due to content rejection, the recipient’s inbox is full, the email size is too large, etc. Temporary bounced – Your email campaign has attempted delivery multiple times, but due to the recipient’s server not responding, it was not delivered. Hard – These are non-existent email addresses, likely caused by typos, incorrect domains, inactive email addresses, etc. Blocked – This occurs if your email contains inappropriate links or if the recipient has added your email address or IP address to their blocked list. Delivered – email was not bounced
Open tracking	The events listed can be opened, not opened or not tracked
Recipient	Name of recipient in your contact list. You can type to start searching
Recipient email	Type to start searching for an email address
Reported as spam	Can be yes or no
Sender company	Type to start searching for the sender company name
Sender domain name	Name of the domain used to send the campaign
Sender email	Type to start searching for the sender‘s email address
Sender name	Type to start searching for the sender‘s name
Unsubscribed	Recipients who unsubscribed using the unsubscribe link in a certain campaign
Date fields
Campaign send date	Date range the campaign was sent
Email bounce date	Date range showing bounced emails
Email delivery date	Date range showing when emails were delivered
Reported as spam date	Date range showing when emails were marked as spam
Unsubscribe date	Date range showing when emails were unsubscribed to

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