Knowledge Base

Where to find it
Report types
Marketing reports structure
Fields and data

Campaigns Insights

Steven Reinartz, August 21, 2023

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:

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

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 NameData Represented
Emails sentNumber of emails sent
Total clicksThe total number of clicks performed by recipients on the links included in emails.
Total opensThe 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 clicksThe 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.

Note: You can export the data in your report’s table view to a spreadsheet using the “export” button left of the gear icon.

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 NameData represented
Campaign CreatorName of the Pipedrive user who created the campaign
Campaign sending userName of the Pipedrive user who sent the campaign
Delivery status

Can be:

  • Delivered – accepted by recipient’s mail server
  • Bounced – rejected by the recipient’s mail server
  • Unknown – sent, but no response from recipient’s mail server
Email bounce type

Reasons why a mail server may bounce an email:

  • Soft – Soft bounces are caused when the email address is correct, but the email was not delivered due to content rejection, the receiver’s inbox is full, the email size is too big, etc.
  • Temporary bounced – Your email campaign has attempted delivery multiple times, but as a result of the recipient’s server not responding, was not delivered.
  • Hard – These are non-existent email addresses, likely caused by typos, incorrect domains, inactive email addresses, etc.
  • Blocked – This is caused if your email includes inappropriate links or if the receiver has added your email address or IP to their blocked list.
  • Delivered – email was not bounced
Sender domain nameName of the domain used to send the campaign
UnsubscribedRecipients who unsubscribed using the unsubscribe link in certain campaign
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