Automated Messages Performance

Overview

Automated message performance gives you an overview of how a message performed. You can view stats as an aggregate of all messages or per message sent.

You can view message performance by opening an automated message and selecting either Sent or Aggregates under message performance.

Aggregate totals can be rolled up daily or hourly. This can be configured on the Goals & Tracking tab, under Settings per each automated message.

Summary Performance

The summary performance report provides the following KPIs:

• Sent
  • Total messages sent
• Delivered
  • Percentage = (sent - bounced) / sent
  • Total delivered
• Bounced
  • Percentage = bounced / sent
  • Total bounced
• Opened
  • Percentage = unique opens / delivered
  • Unique
  • Total
• Clicked
  • CTOR Percentage = unique clicks / unique opens
  • Unique
  • Total
  • Click rate percentage
• Opt Outs
  • Percentage = total opt outs / delivered
  • Total
• Complaints
  • Percentage
  • Total
• Total Revenue
  • Average Order Value (AOV)
  • Purchases

Stats Filters

Stats filters (not available on aggregate reports) provide a way to further filter your message stats using audience rules and send tags.

Audience rule filter

By applying an audience filter to the report, you can view a subset of the total message stats.

For example, you can filter message stats according to gender to compare how males and females performed against the entire message send. Before adding the filters, the desired audience rules must already exist in the system.

To add audience rule filters:

1. Click the Filter by audience rule button.
   
2. Choose a previously saved audience rule and click continue.
3. Each additional audience rule will show on a new row with the appropriate stats.
   

Send tag filter

To maintain consistent stats filter results over time you can apply send tag filters. Send tag filters are added within the message code using Smarty and can be unique per contact based on a contact's attribute.

For example, you may want to filter message stats according to a contact loyalty attribute to check a subset of the message send stats for Gold, Silver and Platinum members.

To add send tag filters:

1. Add the Smarty code to the message content to generate the tag on message send.
   
   In the loyalty example, we would use the following Smarty assuming the contact attribute "loyalty" exists in the system.

   {$utils->addSendTag($contact.loyalty)}

   The above code will add the send tag with contact's loyalty value per each message.

2. Open the sent message and choose Filter by tag under Stats Filters.
   
3. Choose the desired tags. In this example, silver, gold or platinum.
   
4. Repeat the process for all desired tags and view the results.
   

Link Performance

Allows you to visualize link performance (not available on aggregate reports) across desktop, tablet and mobile devices for:

• Average clicks
• CTOR
• Total clicks
• Unique clicks

Tracked links will display as URLs unless they are named using Smarty within the message content. Learn more about naming tracked links.

Link performance results for sent messages can be exported into a CSV file. Click Export to download the results locally. Link performance results are not available as aggregates for all versions of sent messages.

Note: All event activity is stored in Cordial for 18 months. Message open and link click events are tracked for 30 days from the time the message is sent. Links will continue to work after 30 days but tracking will be disabled. Attribution is not tracked for purchases made via links after the 30 day period.

Time of day analysis

Allows you to visualize time of day analysis for opens and clicks for the past 30 or 90 days on desktop, tablet or mobile devices.

Aggregate reports also provide the option to select the day of the week the message was sent.