Review performance metrics for your automated and one-time campaigns sent from your shop.

Select the Marketing icon on the left-side navigation bar. Select Campaigns.

Select the Performance Summary tab. This will take you to the Campaigns Performance Summary report.

Campaigns Performance Summary Report

View key performance metrics of your campaigns to better understand the impact it has on your shop performance.

Campaigns Performance Summary Snapshot

View key information within the filters selected, including:

• Invoiced Revenue: Percentage of orders with an inspection performed
• Appointments Scheduled: Number of appointments scheduled from this campaign
• Orders Created: Number of orders created from this campaign
• Total Campaign Revenue: Total potential revenue attributed to all orders from marketing campaigns
• Delivered: Number of messages that were successfully delivered to the customer
• Delivery Rate: Percentage of intended recipients who received the message
• Unique Opens: Number of people who opened your message at least once
• Open Rate: Percentage of recipients who opened the message
  • Please Note: Open rates are only tracked for Email campaigns, and not for SMS campaigns
• Unique Clicks: Number of people who clicked a link in your message
• Click Rate: Percentage of recipients who clicked a link in your message

Within the Campaigns Performance Summary report, click a campaign’s name to view snapshot and details for that specific campaign only. Clicking the campaign name will open the Campaigns Performance Detail report with the same filter definitions.

Filters

Select Filters to choose which data is displayed in the Campaigns Performance Summary report.

• Campaign Status: Displays data based on the current status (active, error, pause, sending, or sent) of the campaign
• Type: Displays data based on campaign type (Automated, One-Time, or both)
• Method: Displays data based on campaign send method (Email, SMS, or both)
• Message Sent Date Range: Displays data from campaigns sent within the date range selected
• Campaigns: Search and select specific campaigns by campaign name

Campaigns Performance Detail Report

Use the Campaigns Performance Detail Report to view the same snapshot data for a specific campaign, rather than all campaigns. This report can help you gain better insight into which campaigns perform best at your shop.

The Campaigns Performance Detail report is directly related to the Campaigns Performance Summary report. For instance, selecting the campaign name on a row in the Campaigns Performance Summary report will take you to the Campaigns Performance Detail report, using the same filters selected.

Columns

While the Filters and Snapshot categories are the same in both the Campaigns Performance Summary and Detail reports, the columns in the Campaigns Performance Detail report provide more detailed information on the recipient(s) of that specific campaign.

The following columns are included in this report:

• Name: Recipient/Customer name
• Phone or Email: The phone number or email address used to receive this campaign
• Campaign: Name of campaign
• Sent: Date and time campaign was sent
• Status: Delivery status of campaign
• Total Campaign Revenue: Total potential revenue attributed to all orders from this campaign
• Invoiced Revenue: Total revenue collected from completed and invoiced orders related to campaign

Campaign Attributions

When a campaign is attributed to a specific order, your shop gains insight on the overall performance of the campaign. Campaigns are attributed with specific orders in a few different ways:

• Automatic: When a new order is created for a customer Shopmonkey will check for:
  • Most recent marketing message sent to that customer
  • Verifies if the message was opened (for email)
  • If the order creation date falls within the defined window of that message.

• Calls to action: Work request form links or appointment scheduler links
  • If a customer clicks on that call to action within the marketing campaign, the associated order will then be linked to this campaign
• Shop manually attributes a campaign to an order
  • On the right-side panel of an order, select Add next to Campaign to attribute the order to an active campaign in your shop

• Shop manually attributes a campaign to a calendar appointment
  • When scheduling or editing an appointment, select the Campaign dropdown to attribute the associated order to an active campaign in your shop

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!