Reports

Click on published Journey to view Journey summary, performance, Goals, Audience Activity/Logs and Milestones.

Note: User can access the Reports page for Journey analysis.

Summary

Click on summary tab to view the Journey canvas. At the top of the screen milestone details are displayed. Click on summary tab to view the Journey canvas. At the top of the screen milestone details are displayed. Hover cursor over the start icon of Journey canvas, to see contact names along with the total accepted and rejected count.

Hover on the Email touch points to know the count of Email sent, bounce soft, bounce hard, open, link click and error.
Note: Email Link click count displayed on mouse hover over email touch point is different than email link click count displayed in the performance tab. Count displayed on mouse hover is the total Audience count; however, performance tab displays the actual count of email link click.
Hover on the SMS touchpoint to know the count of total SMS sent, delivered, link click and error. When you click on the count, pop-up appears displaying further details related to that count. This pop-up will not appear for Adtech touch points.

Hover on the Rest API icon to know the count of Sent, Success and Error count. Sent count will be the sum total of Success and Error count. Click on Sent and Success count hyperlink will invoke Sent and Success details pages. The screen will display the following information, Date & Time, First Name, Last Name, Email address and DOC. Click on Error count hyperlink will invoke Error details page. The screen will display the following information, Date & Time, Error Message, First Name, Last Name, Email address and DOC.

Performance

Click on performance tab to view Email Performance and SMS Performance.
Note: For performance evaluation data is recorded in the Journey time zone (TZ string)

Email Performance : To review the performance of Email inside the journey. This section will give user the information about the over all performance of the Email sent, delivered, and clicks.

  • Delivery – Display counts of total emails sent with any touchpoint versus the emails successfully delivered.
    • When you click on Delivery tile, Email performance - Total Delivered pop-up appears. The pop-up displays the following information, Touchpoint, Template name, Channel, Sent and Delivered.
      Note: For Deliver template name is displayed for all the channels but for Link, template name is displayed only for emails sent through Mandril.
  • Open – Display count of total emails sent with any touchpoint and the count of unique opens, this means total number of people who opened the email but this will count a person only once even if they have opened the email multiple times.
    • When you click on Opens tile, Email performance - Unique Opens pop-up appears. The pop-up displays the following information, Touchpoint, Template name, Channel and Opens.
  • Clicks – Display count of total emails sent with any touchpoint and unique clicks, this means total number of people who opened the email but this will count a person only once even if they have opened the email multiple times.
    • When you click on Clicks tile, Email performance - Unique Clicks pop-up appears. The pop-up displays the following information, Touchpoint, Template name, Channel, Link and Clicks.

    Each of this information has pia chart representation displaying the percentage of Emails delivered, Unique opens and Unique Clicks.

  • Average Integration Time – Display the average integration time by recording the email opens and clicks time.
SMS Performance: To review the performance of the SMS inside the journey. This section will give user the information about the over all performance of the SMS sent and delivered.
  • Delivery – Display counts of total SMS sent with any touchpoint versus the SMS successfully delivered.

Push Performance: To review the performance of Push inside the journey , this section will give user the information about the overall performance of Push delivered and Push opened against the total Push sent.

Refresh - See Common Functional Keys

Export Report - See Common Functional Keys

Time Period- See Common Functional Keys

More Actions- Following options are present in the drop-down.

Exit - Click this to exit the performance screen

Add/Edit Goal - To add or edit a goal, see Add/Edit Goal (on page 45)

Pause and Edit - To pause or edit journey, see Pausing and Editing a Journey (on page 35)

Goals

Click on Goals tab to view Goals progress report. After adding a goal, you can see the progress of each goal in graphical format. This section gives information about the goal target, goal completed and the goal complete rate in percentage.

You can select the goal for the dropdown present on the right side of the screen and the respective progress graph will be displayed. By default, goal at the top will be selected. You can select the time period and also the frequency from
  • Daily
  • Weekly
  • Monthly
  • Quarterly
based on the frequency selected, goals progress graph will be displayed. By default, monthly is selected.
Note: For daily, weekly, monthly and quarterly goals data is recorded in the Journey time zone (TZ string)
Graph/charts are displayed based on the goals type, like:
  • Date-based goal - Donut chart
  • Frequency-based goals - Bar chart
  • Non- Frequency based goals - Line chart
Note: This graph is available only if user has created or defined goals in journey.

Audiences

Click on Audiences tab to view the total number of audiences who became part of the journey. The graph display total number of audiences and audiences count from different entry sources. You can select the entry sources from the Select source drop-down. By default, all the entry sources are selected. At the top right side of the screen last generated date and time is displayed. You can also select time period and frequency and accordingly the audience graph will be displayed. By default, monthly is selected.
Note: Data is recorded in the Journey time zone (TZ string)

Refresh - See Common Functional Keys

Export Report - See Common Functional Keys
Note: Y axis range displayed on the Audiences screen can be different from the one displayed in the Export report.

Time Period- See Common Functional Keys

More Actions- Following options are present in the drop-down.

Exit - Click this to exit the performance screen

Add/Edit Goal - To add or edit a goal, see Add/Edit Goal (on page 45)

Pause and Edit - To pause or edit journey, see Pausing and Editing a Journey (on page 35)

Milestones

V12.1 Fixpack 4 onwards, we can access the Milestones screen. Click on Milestones tab to view Milestones Analysis report. This section give details related to audience drop between two milestones and average time for achieve milestones. You can view the progress in funnel or graph view, with toggle switch the desired option can be selected. If you select the graph view then below there is a drop graph available, hover on that graph will display drop percentage and average time in days (time format is DDHHMM).

Based on milestones achieved, the funnel chart is displayed in different colours.
  • 100% - Full dark green
  • Above 75% - Light green
  • Above 50% - Yellow
  • Above 25% - Orange
  • Below 25% - Red
Note: Milestone graph is available only if user has defined milestones in journey. The milestones will be displayed in the same sequence in which they were added.

Average Time - When you upgrade from version 12.1.0.3 to 12.1.0.4 then average time is displayed as 0. After data refresh the average time displayed will be the difference between the audience linked with Journey and data refresh.

Funnel View - Click this toggle switch to view the milestones performance in funnel view or graph view.

Refresh - See Common Functional Keys

Export Report - See Common Functional Keys

More Actions- Following options are present in the drop-down.

Exit - Click this to exit the performance screen

Add/Edit Goal - To add or edit a goal, see Add/Edit Goal (on page 45)

Pause and Edit - To pause or edit journey, see Pausing and Editing a Journey (on page 35)

Common Functional Keys

Refresh - Click Refresh button to refresh the data.

Export Report - Click this to export Journey performance report in PDF format. The Export Report option is available for published and completed Journey. Exported report will have Journey metadata, performance graphs and selected parameters. Before exporting the report ensure that the graph is fully loaded.

Time Period- Click this to select the duration for which you wish to see the performance report. By default Current/This month option is selected, also, you can select any timeframe from the below mentioned options:
  • Last 7 days
  • Last 30 days
  • Current/This month
  • Last month
  • Last 3 months
  • Last 6 months
  • Last year
  • This year
  • All Time
  • Custom date range