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
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” or “Conversion.”
Report types
Campaigns Insights offers two report types: Performance and Conversion.
A performance report will display data related to campaign deliverability:
While the conversion report focuses on the success rate of campaigns after they are 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:
You can also add multiple filters to refine your report data as needed:
Visual builder
After filtering, use the visual builder to select which fields to view, segment and measure that data with, as well as which chart you want 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 fields 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” defines the chart’s 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:
- 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 open tracking.
Table view
And then, 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:
Click the gear icon next to the table view to change the visible columns.
Fields and data
Here’s a list of the 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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