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How can I gather campaign statistics?

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The campaign module will automatically generate statistics about the responses you receive during the life of a campaign. They are listed in the ‘Success Benchmarks’ section on each campaign record.

These statistics are updated automatically gathering running feedback on your campaign. It will gather and report on information relating to the opportunities, sales orders, invoices, activities, and emails linked to a campaign. These can be linked by creating them directly from the sub-tabs on the campaign record, linking them manually when you create them or automatically created when an email hyperlink is selected.

We've split ours into two sections using a "Header" custom field.

Success Benchmarks:

Click Rate %: This tells you the number of click throughs achieved out of the number of successful emails sent, as a percentage.

Click Throughs: This gives you the number of times a link was clicked in the email you sent as part of your campaign. For the number of individual contacts, companies or leads who have clicked a link.

Unique Clicks: Unlike the Click Throughs, this is the count of the number of people who clicked a link in your campaign email, i.e. the contact, company or lead  is only counted once regardless of the number of links they click.

Enquiries: These are the number of individuals who have followed a link within the campaign email to a specific landing page, i.e. filled out a web form or downloaded a pdf.

Successful Emails: The total number of emails sent minus the total bounces, giving you the number of emails that are expected to reach the intended address.

Total Bounces: The combined number of hard and soft bounces.

Total Emails: The total number of emails sent as part of your campaign.

Open Tracking: You can find details of how to set up and use open tracking in this FAQ.

Complaints: By using the Complaint button you can record any concerns that have been generated from the emails sent - this is a count of the number of complaints received.

Complaint %: This tells you how many activities listed as complaints (see above criteria) arose out of the number of successful emails sent, as a percentage.

Unsubscribes: This gives you the number of people who clicked the unsubscribe link on your email. (If you would like to alter the text following someone unsubscribing, please get in touch with our support team.)

Unsubscribe %: This tells you how many people unsubscribed out of the number of successful emails sent, as a percentage.

Number of Hard Bounces: The number of emails that cannot be delivered. An example of a hard bounce is if the recipient’s email address is incorrect. Hard bounces are permanent delivery failures.

Number of Soft Bounces: The number of emails that have been temporary delayed. An example of a soft bounce is when the recipient’s mailbox is full or the mail server is currently offline.

 

Return on Campaign:

Total Opportunity Value: This gives you the combined value of the linked opportunities.

Cost Per Opportunity: The actual cost of the campaign divided by the number of opportunities arising from the campaign.

Total Quote Value: This gives you the combined value of the total fields (before tax) of all linked quotes.

Linked Order Value: This gives you the combined value of the total fields (before tax) of all linked orders.

Cost Per Order: The cost of the campaign divided by either the number of sales orders or invoices arising from the campaign. You can set this calculation to use sales orders or invoices by going into Settings (Additional Settings -> Campaign Settings) and choosing which field you want to use from the dropdown menu.

Total Invoice Value: This gives you the combined value of the total fields (before tax) of all linked invoices.

Campaign Return: The combined value of the total fields of all sales orders attached to the campaign subtracted from the campaign cost field.

Linked Opportunities: This gives you the number of opportunities linked to the campaign.

Opportunity %: This tells you how many opportunities were linked out of the number of successful emails sent, as a percentage.

Linked Quotes: This gives you the number of quotes linked to the campaign.

Quote %: This tells you how many quotes were linked to the campaign out of the number of successful emails sent, as a percentage.

Order %: This tells you how many orders were linked to the campaign out of the number of successful emails sent, as a percentage.

Linked Orders: This gives you the number of orders linked to the campaign.

 

Reporting

You can report on a wide range of statistics by including them in the ‘Select Columns’ section within the reporting module.

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