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  • Documentation_-Strategy_- Automation
  • The Automation Center
  • 0 Documentation_-Strategy_- Automation The Automation Center

In this section:

  • Automation Center - Overview
  • Automation Center - Before You Start Building Programs
  • Automation Center - Workspace Nodes Explained
  • Automation Center - End-User Guide
  • Automation Center - Design Advisor
  • Automation Center - Testing Programs
  • Automation Center - Editing Launched Programs
  • Automation Center - Program Reporting
  • Automation Center - Tips For Working With Programs
  • Automation Center - Troubleshooting
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    Automation Center - Program Reporting

    Updated: January 30, 2019 09:13

    Program reporting is focused on monitoring the effectiveness of a program in terms of how well it directs incoming contacts along the right paths, and whether it presents them with the right content at the right time. It can also give helpful insights into the volume of traffic a program is processing.

    It is not designed to give meaningful analysis of a particular marketing strategy. For that you need to use the reporting screens for each channel or, preferably, Smart Insight.

    Contents:

    • Program Summary
    • Channel reporting

    Program Summary

    To see a summary of a program's activity click the icon to open the Program Summary.

    On this page you get an overview of the program with a clear snapshot of how well the campaign is functioning, and of the traffic passing through it.

    Above each node in the program either one or two numbers are displayed:

    • If no filter criteria are applied, a single number is displayed above the node showing the total number of contacts who have passed through the node.
    • If the node has potential exit criteria and can therefore act as a filter, two numbers will be displayed indicating contacts in and out. The difference (A-B) is the number of contacts either currently in the wait period, or that have exited the program due to the filter condition.

    These figures will depend on how you have configured the node, e.g. an entry point may be governed by the participation settings. An email may be limited by a Frequency cap, for example.

    The Program Summary is useful for monitoring the throughput of the campaign and identifying areas in the flow where further attention might be needed. However, you cannot effectively measure the success of the program compared to your marketing goals.

    Channel reporting

    Full program reporting, including goal definition and success criteria, is only available via the Smart Insight module. However, you can often set up some simple reporting for the messages you send in the program. Below is an example of such reporting for email, using the Trends page.

    Email - trend reporting for programs

    If you assign all the emails in a program to a category unique to that program (e.g. with the same name) you can select that category in the Trends analysis and view the overall responses for the entire program. Since the emails are listed in chronological order according to their first launch, this will give a broad impression of contact participation through the workflow of the program.

    If you are sending messages on other channels, you can also use this approach to categorize those messages and use that channel's reporting page.

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    • Automation Center - Tips For Working With Programs
    • Automation Center - Overview
    • Automation Center - End-User Guide
    • Automation Center - Workspace Nodes Explained
    • Automation Center - Editing Launched Programs
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