If you use Campaigns, chances are you would like to know how effective each campaign has been. Whether that means the number of opens and clicks, the total number of emails sent, or even filtering to see which users' campaigns are getting the most engagement.
With Insights for Campaigns, you can track all of that and more!
Start by navigating to the Insights tool using the left side toolbar in your account. Once there, click the "+" in the top left corner to create a marketing report, then select Campaign, followed by Performance:
In Campaigns Insights, you will find three sections that help you to build your marketing report: Filter view, Visual builder, and Table view.
Filters allow you to select marketing data you would like to include in the report:
You can add multiple filters to refine your report data as needed:
If you have the premium add-on, you'll also see a filter for "Campaign type" under Premium fields, where you can choose between regular or automated campaign results.
Once you have added your filters, you can use the visual builder to select which fields to view, segment, and measure that data with, as well as choose which chart you would like to use:
- "Measure by" defines which units should be used to present the data, and is represented by the height of the columns.
- There are five options available for the “Measure by”: emails sent, total clicks, total opens, unique clicks, and unique opens. Here is the definition of each:
|Field Name||Data Represented|
|Emails sent||Number of emails sent|
|Total clicks||The total number of clicks performed by recipients on the links included in emails.|
|Total opens||The total number of opens of emails by recipients (the recipient can open an email multiple times and each open is added to the total number).|
|Unique clicks||The number of recipients that have clicked on any links in your campaign, not counting how many times each recipient has clicked on a link in an email campaign.|
|Unique opens||The number of recipients opened an email campaign. Not counting how many times each recipient has opened the email.|
- "View by” defines the chart's columns
- Besides the fields described above in the “Filters” section, you can use special “Date fields” here to see your campaign performance over time: Campaign send date, Open time, Click time, Email delivery date, Email bounce date, Reported as spam date, and Unsubscribed date
- You can also specify a time interval, ranging from daily to yearly:
- "Segment by" is a way to slice the data in your columns by certain metrics.
- For example, in the above screenshot, the columns are divided by click tracking.
And then, once you have filtered and visualized your data, you can select the table view for a spreadsheet layout of the data in the chart:
And here is a list of the available fields you can display in your table view:
Note: Fields visible in the Table view can be changed by clicking the gear icon in the top right corner of the table.
Here's a list of the various fields available to filter by in a Campaigns Insight report, and what data they represent:
|Field Name||Data Represented|
|Campaign Creator||Name of the Pipedrive user who created the campaign|
|Campaign sending user||Name of the Pipedrive user who sent the campaign|
|Delivery status||Can be: |
|Email bounce type|
Reasons why a mail server may bounce an email:
|Sender domain name||Name of the domain used to send campaign|
|Unsubscribed||Recipients who unsubscribed using the unsubscribe link in certain campaign|