Automations Performance report

The Automations Performance report is available on the following plans:

  • Plus
  • Professional
  • Enterprise

The Automations Performance report provides aggregate data of all automations in your account that have at least one sent campaign. You can use this to see how many contacts entered your automations and how well your automation campaigns are performing at-a-glance.

With this report, you will be able to:

  • View automation performance metrics, including number of contacts entered and campaign metrics 
  • Set a date range to see automation metrics within a specific time period
  • Export the data into a CSV, TXT, Excel (2007 or later), JSON, HTML, or Markdown file

Only users assigned to the Admin group in an account can access this report. Click here to learn more about user permissions.

How to access the Automations Performance report

To access the Automations Performance report, follow these steps:

1. Click "Reports" located in the leftside menu.

2. Click "Automation Reports."

3. Click "Automations Performance."

The Automations Performance report will load all automations that have at least one sent campaign, along with their overall campaign metrics. 

The date range fields at the top will be blank:

Setting a date range will allow you to view the report data within a specific time period. To set a date range, click on either the start date field or the end date field. Then, click the calendar icon to select a date.

In addition, you can click the column headers to sort the report data in ascending or descending order. 

Clicking the name of an automation in the Performance report will redirect you to the report overview for that automation. 

Information included in the Automations Performance report

The Automations Performance report will include the following information:

  • Name
    Name of automation
  • Status
    Status of automation (Active/Inactive)
  • # of Contacts Entered
    Total number contacts that entered an automation
  • # of Campaigns
    Total number of campaigns in an automation that have been sent to at least one contact
  • # of Sends
    Total number of campaign sends in an automation
  • Open Rate
    Percentage of unique campaign opens/the total number of campaign sends
  • Click Rate
    Percentage of unique campaign clicks/the total number of campaign sends
  • Unsubscribe Rate
    Percentage of campaign unsubscribes/the total number of campaign sends
  • Forward Rate
    Percentage of unique campaign forwards/the total number of campaign sends
  • Bounce Rate
    Percentage of campaign bounces/the total number of campaign sends

Hovering your mouse over the following in the report will allow you to see:

  • Open Rate 
    Count of number of unique campaign opens/the total number of campaign sends
  • Click Rate 
    Count of number of unique campaign clicks/the total number of campaign sends
  • Unsubscribe Rate 
    Count of number of campaign unsubscribes/the total number of campaign sends
  • Forward Rate 
    Count of number of unique campaign forwards/the total number of campaign sends
  • Bounce Rate 
    Count of number of campaign bounces/the total number of campaign sends

Exporting the Automations Performance report

To export the report, follow these steps:

1. Hover your mouse over the "Bounce Rate" column and click the vertical ellipsis that appears:

2. Click "Download Data."

3. Click "Download" to export the data as a CSV, TXT, Excel (2007 or later), JSON, HTML or Markdown file.

This report will time out after 90 seconds. If you wait longer than 90 seconds to export this report, then the file exported will be blank. If this happens, we recommend refreshing your browser and try exporting again.

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