Campaigns Insights
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 getting 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
A performance report displays data related to campaign deliverability.
In this example, the report shows the months when campaigns were sent out, with coloration to indicate the open tracking status of the sent emails.
Conversion
The conversion report focuses on the success rate of campaigns after they’re sent.
In this example, the open rate for campaign emails is measured based on the calendar quarter they were sent.
Marketing reports structure
In Campaigns Insights, there are three sections that help with building your marketing report: filter view, visual builder and table view.
Filter view
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.
Visual builder
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
This field defines which units are used to present the data, and is represented by the height of the columns.
There are five options you can choose from:
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
This field dictates how the horizontal axis of your chart is shown and is represented by the category used to split your columns.
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
This field lets you split up the data within your existing filters and is represented by the colors in your columns.
Click the ”...“ in the top right corner to change the number of visible columns.
Table view
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 for something resembling a list view, or summary view for 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 list of various fields available to filter by in a Campaigns 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 the campaign |
Unsubscribed | Recipients who unsubscribed using the unsubscribe link in certain campaign |
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