Automation Overview report

Each automation in your ActiveCampaign account has its own Automation Overview report. This report provides performance statistics for the automation itself and the messaging it contains. You can use this report to identify areas of opportunity and success with each automation.

How to access the Automation Overview report

The Automation Overview report for each automation is located in the Reports section in your account. The Overview reports refresh every 24 hours.

To access this report for any automation:

  1. Click "Reports" from the left side navigation.
  2. A submenu will expand. Click "Automation Reports."
  3. The Automation Reports menu will expand. Click "All Automations."

The Automation Reports page will load and list all automations in your account. Each automation will display the number of campaigns it contains and the number of contacts who entered it.

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If you have several automations in your account, you can filter them by label. Sorting by label can help you locate the report you wish to view.

To sort by label, click the "Label" dropdown at the top of the page then click the label you wish to sort the automations by.

4. Click the ellipsis for the automation you wish you review report data for. Then click the "Automation Overview" option in the modal pop-up.

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A new tab in your browser will open and the Automation Overview report will load.

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Information included in the Automation Overview report

The Automations Overview report will include the following information (if applicable):

  • Automation name
    The name of the automation in your ActiveCampaign account
  • Direct links to edit your automation and view the automation map
    Clicking these links will allow you to view/edit your automation and view the automation map
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  • Total Contacts in Automation
    The number of unique contacts who entered the automation
  • Finished and Contacts Completion Rate
    • Finished is the number of unique contacts who completed the automation. This includes contacts who organically made it to the end of the automation and who completed the automation via "End Automation" admin action
    • Contacts Completion Rate is the number of unique contacts who finished the automation divided by the unique number of contacts who entered the automation
  • Emails Sent and Emails Sent Rate
    • Emails Sent is the number of unique contacts who were sent an email from the automation
    • Email Sent Rate is  the number of unique contacts who were sent an email from the automation divided by the unique number of contacts who entered the automation
  • # Opens and Open Rate
    • # Opens is the number of unique contacts who opened the automation email
    • Open Rate is the number of unique contacts who opened the email divided by the number of unique contacts who were sent the automation email
  • # Clicks and Click Rate
    • # Clicks is the number of unique contacts who clicked a link in your email
    • Click rate is the number of unique contacts who clicked a link in your email divided by the number of unique contacts who were sent the automation email
  • Revenue
    Total amount of ecommerce revenue generated by your automation emails
    • Shopify customers: Discounts used in orders attributed to the campaign will be excluded from the revenue amount shown
    • WooCommerce, BigCommerce, and Square customers: Discounts will not be excluded from the revenue amount shown
  • Times-Series Chart
    This chart displays daily counts of three different mentrics: Sends, Opens, and Clicks
  • Automation Campaign Metrics Table
    This table shows performance metrics for each campaign in your automation
  • Automation SMS Metrics Table
    This table is available if you are using a "Send SMS" action in your automation. It shows performance metrics for SMS messages sent through your automation

Information included in the Automation Campaign Metrics table

The Automation Email metrics table is located under the Time-Series Chart. This table shows performance metrics for each campaign in your automation.

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These metrics include:

  • Campagin name
    The name of the automation email
  • Last Sent Date
    Most recent send date of the automation email
  • # Sends
    Number of unique contacts who were sent the automation email
  • Revenue
    Total amount of ecommerce revenue generated by the automation email
    • Shopify customers: Discounts used in orders attributed to the campaign will be excluded from the revenue amount shown
    • WooCommerce, BigCommerce, and Square customers: Discounts will not be excluded from the revenue amount shown
  • # Opens
    Number of unique contacts who opened the automation email
  • # Clicks
    Number of unique contacts who clicked a link in the automation email
  • Open Rate
    Number of unique contacts who opened the email divided by the number of unique contacts who were sent the email
  • Click Rate
    Number of unique contacts who opened the email divided by the number of unique contacts who were sent the email

Export the Automation Email Metrics table

You can export the Automation Email Metrics table at any time. Doing so will allow you to save and manipulate campaign performance data outside of your ActiveCampaign account.

To export this table:

1. Hover your mouse over the table.

2. A vertical ellipsis will appear on the top right of the table. Click the ellipsis.

3. Click "Download Data."

4. Select the file format you wish to download the data to then click the "Download" button.

Access the Campaign Overview report

You can access the Campaign Overview report for any email in your automation from the Automation Email Metrics table. To do so:

1. Click the ellipsis next to the campaign name in the Automation Campaign Message table.

2. A modal window will appear. Click the "Campaign Overview" option.

A new window or tab will open in your browser and display performance metrics for that specific automated campaign.

Information included in the Automation SMS Metrics table

The Automation SMS metrics table is located under the Automation Email Metrics table. This table shows performance metrics for each SMS message in your automation. You will need to scroll down the page in order to see it.

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These metrics include:

  • SMS Message name
    The name of the SMS message
  • Last Sent Date
    Most recent send date of the SMS message
  • # Sends
    Number of unique contacts who were sent the SMS message
  • # Replies
    Total number of SMS replies received from contacts
  • # Unsubscribes
    Number of unique contacts who unsubscribed from SMS messages
  • Reply Rate
    Number of unique contacts who were sent the SMS message divided by the number of unique contacts who replied to it
  • Unsubscribe Rate
    Number of unique contacts who were sent the SMS message divided by the number of unique contacts who unsubscribed

Export the SMS Message Metrics table

You can export the Automation SMS Metrics table at any time. Doing so will allow you to save and manipulate SMS performance data outside of your ActiveCampaign account.

To export this table:

1. Hover your mouse over the table.

2. A vertical ellipsis will appear on the top right of the table. Click the ellipsis.

3. Click "Download Data."

4. Select the file format you wish to download the data to then click the "Download" button.

Access additional SMS reports

You can access additional reports for any SMS message in your automation right from the SMS Message Metrics table. To do so:

1. Click the ellipsis next to the message name in the Automation SMS Message table.

2. A modal window will open and list four different reporting options:

  • SMS Overview
  • SMS Contacts
  • SMS Replies
  • SMS Unsubscribes

Click any of the options listed to view that report.

A new window or tab will open in your browser and display report metrics for that specific SMS message.

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