Reporting

flows is in beta and will be released february 2026 once you begin launching docid\ bcrbfcoetju7 goim0yue and docid\ udyn3j2l2b8jejtrb6 cd , we will begin tracking their performance you can see these metrics by navigating to marketing > reporting at the top of the reporting page, you’ll see a filter toggle for all , campaigns , and flows by default, all is selected and displays aggregated metrics for both campaigns and flows switch to campaigns or flows to view metrics specific to each type campaign metrics are not real time ; wait overnight for sent messages to be reflected in reports filters report period users can choose the date range of campaigns they see (e g december 1st, 2025 december 31st, 2025) the date range will default to all time and can be re accessed by clearing out the date filter users can also use pre made date ranges, which include last 7 days, month to date, last month, last 3 months, year to date how does this filter work? sends, conversions, clicks, and opens are included if they occurred within the selected date range campaigns are displayed in the list if they had at least one send or conversion within the selected date range attribution windows do not affect what shows up on this page the attribution window only determines whether a sale is counted as a conversion for reporting purposes campaign filter by specific campaign names or id channels see docid\ yeopwsehov3mfydjilqzo for options tags tags are user created categories to organize campaigns see docid\ ispgd9wpvw1sb0g9p031u for details about how to best use tags status users can filter to see only active or inactive campaigns in reporting conversion overview the conversion overview section contains overarching metrics for campaign reporting metrics description conversions number of purchases made by message recipients aov by conversions average order value per conversion credits spent indicates marketing investment to reach contacts in tokens revenue generated per msg via total revenue generated divided by total sends roi return on investment revenue generated calculates the monetary result of your campaign strict vs broad attribution strict attribution only tracks conversions where the message recipient has engaged with the campaign prior to converting or making a purchase broad attribution tracks all conversions after a recipient has received a message from the campaign you can toggle between the two by clicking in the top right section of "conversion overview " flows overview flow metrics provide insight into how customers move through a flow and how actions within the flow perform metrics represent aggregated totals across all steps in the flow , including loyalty actions, discounts, and customer progression these totals update as customers enter, move through, or complete the flow, helping you understand overall performance at a glance points gifted the total number of loyalty points issued to customers as part of this flow this includes all points awarded through “gift points” actions within the flow recipients (count) the number of unique customers who received a points gift from this flow each customer is counted once per gift action, even if they received multiple points discounts redeemed the total number of discounts that were successfully redeemed by customers after being issued through this flow steps entered the total number of times customers entered a step within the flow this metric includes all step entries, even if multiple customers enter the same step steps in progress the number of customers who are currently active within a step and have not yet advanced, completed, or exited the flow steps exited the total number of times customers exited a step without completing the full flow this may occur due to flow conditions, exits, or flow deactivation flow completions the number of customers who successfully reached the final step of the flow and completed the journey campaigns a top level summary of campaign metrics can be found above the campaigns table to see detailed info at a channel level, see docid\ amutasfexbbnw pzegp5f at the bottom of the screen open rate a percentage based on number of message opens over the number of messages successfully sent click through rate a percentage of clicks based on how many contacts from your campaign clicked on links inside the message this is unique clicks per contact (not total, so does not include if a persona clicked it multiple times) conversion rate gives the percentage of contacts persuaded by your messaging to take a particular action cost money spent on the campaign this number includes both the cost of sending messages and carrier fees if applicable individual columns in the campaigns table will include performance metrics like roi, conversion and rev generated to see detailed info of an individual campaign, click on a row in the campaigns table to access docid\ kr9elik6qdefcrd4zskzg top converted identifying successful products, brands, campaigns, etc is essential to crafting targeted and effective messaging the top converted section allows you to see in depth data on how various parts of your business generate revenue based on your campaigns you can see conversion data segmented by product brand locations (if you have multiple) top converted products are auto sorted by revenue conversion graphs aiq also includes two graphs in reporting to help you dive deeper into data around conversions and revenue generation so you can best understand how to structure your campaigns top conversions by engagement type shows the user total revenue (and as percentage of the whole) for each type of engagement (e g after a text is sent, after a link is clicked, etc ) conversions over time shows user revenue by date for each type of engagement how do i select which engagements are included in the graphs? click on marketing > campaigns navigate to the review step and scroll down to "conversion tracking" click on "engagements" on the dropdown menu, select which engagements to include in the tracking channel performance metric description sends total number of messages that have been successfully sent by each channel opens number of unique message opens by contact for 10dlc regulated industries, opens are number of users that land on the inbox page (this means the user made it past the age gate) link clicks number of times links inside messages were clicked for texts, these are clicks inside the inbox (e g view unread message, shop online, get directions, etc ) cost per conversion how much marketing spend was needed to generate revenue from your contacts total roi an estimate of how campaigns have performed and if your company made or lost money failed sends number personas that the campaign did not reach this happens for a variety of reasons invalid email/phone, full inbox, spam filters, technical issues, blocked unsubscribers number of personas who unsubscribed via this campaign wallet pass while unsubscribe metrics are also included for wallet pass, they only track users who have fully uninstalled/removed wallet pass from their phone and do not include users who have only muted notifications for that specific pass voice channel due to the nature of the voice channel, certain metrics are not included click and click rate open and open rate unsubscribe and unsubscribe rate however, voice metrics do include the following voice average call duration voice call answered count voice call completed count voice call voicemail count reporting faqs how do i export campaign reports? click on the more ( ) menu in the top right corner and then click on "download csv " the downloaded csv will include data based on the current filter and view that you have set on the home page (e g , clicking "download csv" while the report period is limited to december 2024 will only include campaigns and data from that period ) message csv exports for individual campaigns are available for 3 months after the final message from the campaign has been sent, then will be archived for access to message reports, go back to marketing > campaigns screen hover over your desired campaign and locate the three dots ( ) option on the far right click this option and select "message report" from the drop down if you're looking to access individual campaign statistics, see docid\ kr9elik6qdefcrd4zskzg if a customer opens two campaigns and makes a purchase within both of their conversion windows, is the conversion attributed to both campaigns or just the most recently opened one? the last one they opened a purchase can only be attributed to 1 campaign, 1 time; always based on "last touch" what's the difference between 'opened text' and 'landing page viewed'? for conversion actions, 'opened text' refers to opening the actual text message to count under 'landing page viewed', the user would need to click the link to go to the landing page how can i set the size of my conversion window? there are 2 ways to do this globally, you can set your default attribution window in company account > account settings per campaign by default, we will use your default attribution window setting, but you can override this per campaign in the review step can i set different attribution windows (tracking periods) for specific campaigns? yes, you can adjust the tracking period for individual campaigns in the campaign builder > review stage how does the attribution window (conversion tracking period) work? the tracking period starts when a customer interacts with a campaign message (e g , receives it) if a customer makes a purchase within this timeframe, the purchase is counted as a conversion for that campaign for example, if the tracking period is set to 7 days, only purchases made within those 7 days will count as conversions purchases made after the specified tracking period will not count as conversions can i change the attribution window (conversion tracking period) post launch? no once a campaign is launched, the conversion tracking window cannot be modified it’s crucial to finalize the tracking period during the setup and review phase what happens if a customer makes a purchase just outside the tracking / attribution window? any purchases made outside the tracking period, such as on the 15th day of a 14 day period, will not count as a conversion for that specific campaign if other campaigns were received in that time frame it may count as a conversion for another campaign depending on your tracking settings and amount of campaigns being sent out does the number of sends in campaign reports include the failed sends? yes, it includes failed sends is a unique click counted each time a customer clicks on a different link for the first time? for example, if i opened a campaign and clicked three different links, would i be counted as one unique open and three unique clicks? campaign reporting differentiates between overall clicks and unique clicks opens you would be counted as 1 unique open , no matter how many times you open the message clicks (#) you would be counted for 3 total clicks (one for each link you clicked) click rate this metric uses unique clicks, so you would only be counted once in the numerator even if you clicked multiple links within the same campaign how can i access campaign sending metrics in aiq? you can access campaign performance via marketing > reporting on the campaign table, hover over the row of the campaign you want to view and click the ( ) more menu > view report once viewing the report, you can use the filters (dates, channel, etc ) note if metrics are showing as zero, confirm personas are loaded into audiences what is the role of attribution windows in campaign reporting? an attribution window is the period following the delivery of a campaign during which recipient actions (such as purchases or other conversions) are attributed to that campaign this timeframe determines when conversions and revenue data appear in reports and enables you to track and measure the success of your campaigns over time the complete picture of your campaign’s performance will only emerge after the attribution window has elapsed how do i see step/node level analytics for flows? see docid\ ye ifcvfjkiimh9y g1yw