IMPORTANT NOTE: Currently this report no longer displays Opened metrics. This is because of a change that email providers have made that doesn’t allow the pixel placed in the email to trigger the Infusionsoft automation link that applies the Opened tag.
This template displays the Opens, Clicks, and Conversions for each email in a Campaign Sequence.
To begin, click the “+” icon on your dashboard and type “Campaign” into the search bar. Then click the “Campaign Email Stats” Widget.
This report is best viewed as a Column or Bar chart type. I’ll leave mine on Column.
If you click these check boxes, Graphly will total the Sends, Opens, and Clicks of the Individual emails. This is ideal for rolling up numbers in order to measure the entire performance of an entire sequence. So you may want to name the widget the same name as the sequence in your campaign.
Now click over to the “Options” tab. This is where you will add all of the emails you wish to track. You can limit the emails you include to one sequence per widget, or perhaps your campaign is relatively small and you want to add every email in the campaign. Both approaches work, but I personally like to limit it to the sequence and then lay out multiple widgets representing all of my sequences in the campaign side by side on a campaign specific dashboard.
First, you’ll give your email a name. This will likely match the name of your email in Infusionsoft, but it doesn’t have to. It will serve as a label for that data in the report.
Next, choose your sent tag.
Then do the same thing for your Open tag.
And finally your click tag. Now click “build“.
Then for your next email you’ll go through the process of Labeling, selecting your tags, and then clicking the build button again. Repeat this process until you have included all of your emails.
If at any point you need to rearrange the order that the emails are displayed, you can drag and drop them into the desired order.
Next, select the date range you wish to measure based on when the email was sent. I’ll choose previous month and just display the month as a whole versus breaking it down into days or weeks.
For ultimate control and customization, continue using the Criteria Builder to include additional rules and requirements to the report.
Lastly, feel free to set alerts in the Alerts tab for if your values rise above, or fall below a threshold of your choosing.
Once you have your alerts set, click “Save Preferences” on This Widget.