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Working with the Marketing Dashboard

The Marketing Campaign Dashboard provides a centralized location for monitoring marketing campaign activity and engagement across email, text messaging, and voice campaigns in Outcomes. To access the dashboard, click Marketing from the Navigation Menu.

Sending Activity & Engagement Dashboard

The Sending Activity & Engagement dashboard provides visibility into your campaign performance metrics.

Sending Activity Dashboard

Using the insights found on the dashboard, you can:

  • Monitor marketing engagement trends
  • Identify campaigns experiencing delivery or engagement issues
  • Compare performance across campaigns and tracks
  • Investigate unsubscribe or failure activity
  • Quickly make adjustments to campaigns, segments, or messaging strategies

The dashboard includes:

  • A customizable trend chart
  • Summary metric totals
  • A detailed campaign and track performance table

Dashboard Metrics

The Sending Activity & Engagement dashboard can provide the following metrics:

Email Metrics

  • Emails Sent
  • Emails Delivered
  • Emails Opened
  • Link Clicks
  • Email Failed
  • Unsubscribes

Text Messaging Metrics

  • Text Messages Sent
  • Text Messages Failed

Voice Campaign Metrics

  • Voice Messages Sent
  • Voice Messages Failed

You can select up to five metrics to display simultaneously on the dashboard chart.

Using the Dashboard

The Sending Activity & Engagement dashboard allows you to toggle timeframes, intervals, and other options. Review the legend below to learn how each element works. Also see Common Use Cases for more information.

Sending Activity Dashboard legend

Item

Name

Description

 Number 1  Filters

Use this option to narrow dashboard results.

Available filters include:

  • Audience type
  • Campaigns
  • Campaign tracks

Filters allow you to focus on specific campaigns or segments. When you select one or more campaigns, the track filter automatically updates to show only tracks associated with those campaigns.

 Number 2  Number/Percentage Toggle

Use this option to switch between number and percentage views.

The dashboard can display data as either:

  • Total metric counts
  • Percentage-based metrics
 Number 3  Customize Metrics Button

Use this button to configure which metrics will be visible on the chart.

Metrics options include:

  • Emails Sent
  • Emails Delivered
  • Emails Opened
  • Email Link Clicks
  • Emails Failed
  • Unique Email Link Clicks
  • Unsubscribes
  • Text Messages Sent
  • Voice Messages Sent
  • Text Messages Failed
Number 4 Timeframe Options

Use these buttons to configure which date ranges the chart will include.

You can review campaign performance using preset date ranges including:

  • 7 days
  • 30 days
  • 60 days
  • 90 days
  • 6 months
  • 1 year
  • 2 years

You can also select a custom date range. By default, the dashboard displays the last 30 days of activity. Note that all metrics are tied to the messages' sent date. See Reviewing Campaign Performance for more details.

Number 5 Chart Interval Toggle

Use this option to change intervals.

You can view data grouped by:

  • Daily intervals
  • Weekly intervals

This can help identify short-term spikes or longer-term trends in campaign performance.

Number 6 Activity and Engagement Chart Use this chart to gain insight into the success of your campaigns. See Reviewing Campaign Performance for more details.
Number 7 Campaign and Track Grid Use this grid to learn more about individual tracks. Click on a track to review its settings.

Reviewing Campaign Performance

Below the chart, the dashboard displays a detailed table containing campaign and track performance metrics. The table allows you to:

  • Review metrics by campaign track.
  • Sort metrics in ascending or descending order.
  • Identify high-performing or underperforming tracks.
  • Compare engagement across campaigns.

Sorting metrics helps you quickly identify which tracks have the highest failure rates, lowest open rates, or other performance concerns requiring your attention. Clicking a track name opens the associated marketing configuration, allowing you to quickly investigate or update campaign settings.

Note: Metrics shown on the dashboard are based on the emails sent within your selected date range. For example, if you sent 100 emails during a 30-day window, only metrics for those 100 emails will display, even if some of those emails were opened, clicked, or delivered after the window ends. Conversely, an email sent outside your selected date range will not appear in this data, even if the recipient's action (open, click, etc.) happened during the window.

Common Use Cases

Review the information below for some ideas of how you might use the data found on the dashboard.

Identifying Problem Campaigns

If you notice declining engagement or increased failures but aren't sure which campaign is responsible, sort the performance table by Email Failed (descending order) to quickly identify problematic tracks. Select the track name to open its settings and make adjustments.

Performance Reporting

Use custom date ranges and the percentage view to gain more insight into how contacts engaged with your marketing efforts during specific periods.

     

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