The campaigns page gives you several options for filtering your campaigns and their associated metrics based on certain criteria.
You can apply multiple filters to the campaign page at the same time. Select an available filter to learn how you can apply it to your campaigns page:
To review campaign metrics for a specific period of time, use the timeframe dropdown menu to select from several preconfigured timeframes or a custom range. For example, you could use the custom range to review all email sends in a given month.
The timeframe filter looks for sends that occurred within the selected timeframe. Other metrics, such as opens and clicks, can occur any time after the selected period. Conversion and revenue metrics must occur within the 3-day attribution window after an open or click.
Example #1 - A continuous Cart Abandonment campaign with a selected timeframe of February.
- The send (S) occurred on Feb 21 – Happened within the specified timeframe.
- The open (O) occurred on Feb 27 – An open for a send which occurred within the timeframe (although the open itself is also within the timeframe).
- The click (C) occurred on Mar 4 – Associated with a send that occurred within the timeframe.
- The first purchase (P) occurred on Mar 6 – Happened within the 3-day attribution window after a click and was associated with a send that occurred within the timeframe.
- The second purchase (P) occurred on Mar 20 – Did not fall within the 3-day attribution window after an open or click which is associated with a send that occurred within the timeframe.
Example #2 - A continuous Cart Abandonment campaign with a selected timeframe of February.
- The send (S) occurred on Mar 3 – Occurred outside the specified timeframe. Additionally, the subsequent metrics (opens, clicks, and purchases) are not included in metrics because the original send did not fall within the selected timeframe.
To review the metrics for campaigns with a specific status, use the Campaign Status multi-select menu.
- Drafts – The campaign has not been put into action and gone live.
- Active – The campaign is live and is currently executing its touchpoints.
- Paused – The campaign was previously live but has been placed on hold.
- Completed – The campaign has executed all of its touchpoints and ended.
To review the metrics for campaigns organized into specific groups, use the Groups multi-select menu.
Groups can also be used to prioritize campaigns when multiple campaigns need to go out at the same time. Learn more about creating and prioritizing groups in this article.
To review the metrics for campaigns sent via a specific channel, use the Channel multi-select menu.
- Email – Messages sent from your email service provider (for example, Optimizely) to a mailbox provider.
- App push – Notifications that pop up on a mobile device. App publishers can send them at any time. The users of the app do not need to be in the app or using their devices to receive them. Push notifications look like text messages and mobile alerts, but they only reach customers that have installed your app.
- Web push – Notifications that can be sent to a customer on desktop or mobile. These are the messages that slide in at the corner of a desktop screen or appear on a mobile device in a nearly identical way to the push notifications delivered by apps. Web push notifications are delivered to the customer's desktop or mobile screen anytime they have their browser open regardless of whether or not they are on your website.
- Web embed – A call-to-action or form that can be incorporated (embedded) into other content.
- Web modal – A call-to-action or form that can be triggered when a customer views a specific piece of content.
Mailbox provider filter
Track open and click rates for specific mailbox providers to check that email campaigns are successfully getting to all customers. To filter by mailbox provider, find the Email channel filter, hover over its campaign count, click the funnel icon, and select the mailbox provider of interest.
To review the metrics for campaigns by their schedule type, use the Schedule Type multi-select menu.
- Continuous – Content sent each time a customer meets the campaign's enrollment segment and rules.
- One-time – Content sent a single time.
- Recurring – Content sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis.
- Triggered – Content sent when a customer meets the campaign's action-oriented filter (such as Email Open, Order, Pageview) and rules.
One-Time and Automated
Use the Schedule Type filter to compare and contrast the performance of your one-time campaigns to the performance of your autonomous campaigns. For all one-time campaigns, select One-time. For all autonomous campaigns, select Continuous, Recurring, and Triggered.
To review the metrics of campaigns associated with specific tags, use the Tags multi-select menu. Only previously created tags will appear as options.
Use these steps to create a new tag for filtering:
- Go to Campaigns.
- Select an existing campaign or create a new campaign.
- Click Add Tags.
- Type in the desired tag and hit enter.
You can now use the tag as a filter on the campaigns page.
You can remove filters by clicking the X for each applied filter or clicking Clear All.