Skip to main content
All CollectionsReportsMarketing Reports
Marketing Campaigns Report
Marketing Campaigns Report
Updated over a week ago

To view the Marketing Campaigns Report, click the App Drawer button then click View All > Reports > Marketing > Marketing Campaigns.

The Marketing Campaigns Report is a marketing report that displays the status of all automated marketing campaign emails sent to clients during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.

Note: An email status may not update if the recipient is using ad-blocker plug-ins or a secure email agent. For example, an email may have a status of Unopened even if the recipient has opened it.

Summary cards in the Marketing Campaigns Report

Summary cards

Description

Unopened

The total number of emails sent in a campaign that were not opened during the selected date range.

Opened

The total number of emails sent in a campaign that were opened during the selected date range.

Failed

The total number of emails sent but not delivered during the selected date range.

Scheduled

The total number of emails scheduled to be sent during the selected date range.

Total recipients

The total number of clients that campaigns have reached during the selected date range.

Headings in the Marketing Campaigns Report

Click the number under the Unopened, Opened, Failed, and Total Recipients columns to view a list of the affected clients.

Heading

Description

Campaign Name

The name of the automated marketing campaign. Clicking on the name of a campaign will open a list of clients that the campaign will be sent to. On this page, you can also remove recipients from the report.

Sent By

The staff member who sent the campaign. If the campaign was sent by the system, this column will indicate that the campaign was Automated.

Created Date

The date that the automated marketing campaign was created.

Status

Indicates if the campaign is Sent or Scheduled.

Send Date

The date and time that the campaign was sent or will be sent.

Client Groups

The client groups targeted by the campaign.

Total Recipients

The total number of clients that the campaign has reached during the selected date range.

Opened

The number of notifications for this campaign opened by clients during the selected date range.

Unopened

The number of notifications for this campaign that were sent to clients but not opened during the selected date range.

Failed

The number of notifications for this campaign that were sent but failed to reach the client during the selected date range. To learn more about the reasons an email can fail, see Email History Report.

Scheduled

The number of scheduled notifications for this campaign.

Actions

Allows you to View, Edit, or Delete the campaign.

  • Campaigns with the Sent status will only have the View option available and can’t be edited or deleted.

  • The View option will show you an overview of the campaign’s settings. The settings can’t be changed until you click the Edit campaign button at the top of the page. Campaigns that have been sent can’t be edited at all.

  • The Edit option will show you an overview of a scheduled campaign’s settings that you can interact with and modify. For more information, see Creating or modifying a custom template.

  • The Delete option will let you delete the campaign if it’s still scheduled and hasn’t already been sent to clients. The text field in the popup will allow you to provide a reason for the deletion. The reason you provide will be reflected in the edit log entry for the campaign deletion.

Did this answer your question?