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 it can also give helpful insights into the volume of traffic a program is processing.
It is not designed to give a meaningful analysis of a particular marketing strategy. For that, you need to use the reporting screens for each channel or Smart Insight.
As a quick reminder, here is the onboarding video about Program Summary:
Program Summary
On the Program Summary page, you will get a detailed overview, including daily statistics, of your program. It also provides you with a clear snapshot of how effectively your campaign functions and of the traffic passing through it. The statistics displayed on this page can help you analyze and troubleshoot your program if you have any issues with it.
Aggregated data (including all data that have been collected since you have created your program) are not available on the Program Summary page.
At the top of the page, you can:
- Select a time range to view your program’s statistics collected during that period.
- You can switch between daily, weekly or monthly views.
You can look back on your program's reporting up to six months in any given period. For example, you can check your program's reporting between March 2020 and August 2020.
History widget
Here you can check the statistics related to Messages sent and contacts who Entered or Finished the program by clicking the corresponding tab.
The following information is displayed in this widget:
To see the exact figures for a specific day, week or month, hover your mouse over the diagram.
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Messages - The total number of messages (including Email, SMS and Push) triggered on all channels by this program.
- To check all the collected reports for all campaigns within your program, click Trend Reporting.
The final number of messages sent may differ. For more information on delivery and bounce rates, click Trend Reporting.
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Entered - The total number of contacts who have entered your program.
- after participation settings applied - The number of contacts after the participation settings have been applied.
- Finished - The total number of contacts who have reached a Finish node, regardless of whether they have received a message or made a response.
This number does not only represent individual contacts who have reached one Finish node. If a single contact has passed through multiple Finish nodes, then all those actions will be counted as Finished.
- met the exit criteria - The number of contacts who have exited your program because they have met the exit criteria.
Revenue generated by the program widget
Here you can:
- Check the statistics related to Attributed revenue and Number of purchases by clicking the corresponding tab.
- Display online or offline purchase data.
Consider the following:
- The Revenue generated by the program widget is only available if Smart Insight or Web Extend is activated on your account.
- The Revenue generated by the program widget displays the revenue based on the time of the purchase event.
- If No data is displayed in the Revenue generated by the program widget, it means that we cannot attribute any purchases to your program during the selected time period. For example, if your program’s aim is to filter your contacts (by using a Segment node) and save them into a contact list (by using a Save contact list node), then data will not be available for this widget.
You can see the following information on this page:
To see the exact figures for a specific day, week or month, hover your mouse over the diagram.
- Attributed revenue - The revenue generated by this program.
- Number of purchases - The number of purchases made by contacts who participated in this program.
- To switch to the Revenue Analytics page, click Revenue Analytics.
Details widget
This widget provides a detailed overview of your program.
Numbers displayed above some of the nodes show the total number of contacts who have arrived at and progressed through the specific node. To gain additional information, hover your mouse over the nodes or the labels above them.
What do the numbers above the nodes indicate?
- In - This number shows you how many contacts arrived at this node.
- Out - This number shows you how many contacts continued their journey.
- Arrived: The number of contacts who arrived at this node.
- Continued: The number of contacts who passed through this node.
- Messages: The number of messages sent to contacts. Please note that the final number of messages may differ.
- Skipped (disabled node): The number of contacts who skipped this node while it was disabled. This status is displayed only if the node was disabled during the selected timeframe.
Here you can:
- Zoom in, zoom out or fit the program to screen by clicking the icons in the top right corner.
- Display detailed information by hovering your mouse over the number above a specific node.
The following table lists all the available status information and their descriptions:
| Status | Description |
|---|---|
| Arrived | The number of contacts who have already arrived at this node. |
| Continued | The number of contacts who have passed through this node. |
| Finished | The number of contacts who have reached the Finish node. Note: This information is only available for the Finish node. |
| Finished and transferred to another program |
The number of contacts who reached the Finish node and were transferred to another program. Note: This information is only available for the Finish node. |
| Messages | The number of message sending requests (including Email, SMS and Push) triggered by this node. Note: This information is only available for the following nodes: Send email, Send email STO, Send SMS and Mobile Engage Push. |
| (since program is active) |
This means that the figures shown above the custom node are independent of the selected reporting period. |
| Skipped (disabled node) |
The number of contacts who have skipped the specific node because it has been disabled. Note: This information is only available for the following nodes: Send email, Send email STO, Send SMS, Mobile Engage Push, Save contact list, Add to Web Channel, Remove from Web Channel, CRM Ads Add to audience, CRM Ads Remove from audience, API node. |
| Skipped (disabled send node) |
The number of contacts who have skipped the specific Send node because it has been disabled. Note: This information is only available for Didn’t respond to email and Didn’t click link nodes. |
- For technical reasons, it takes some time for contacts to pass through API nodes. Some contacts may still be queued during the reporting period and will not appear here.
- Contacts who were already waiting at or passed through (continued) a Schedule node before the selected reporting period are not counted as Arrived.
You can display the Email Analysis of the specific email by clicking the node badge.
Scheduling widget
Here you can see the following information:
- Last scheduled - this is the last date when your program was scheduled to run.
It is only available for recurring programs. For other programs, N/A will be displayed.
- Next scheduled - The next date when the program is scheduled to run.
It is only available for recurring programs. For other programs, N/A will be displayed.
- Start date - The date when the program is started.
- End date - The date when the program is finished.
If no end date has been set, then No end date specified will be displayed.
Editing your program
To return to the workspace of the program, click Edit program in the top right corner.
