Automation Insights

Automation Insights help you analyze how your automated flows perform over time, enabling you to optimize customer journeys and improve results. 

Automation Insights empower businesses to track, analyze, and improve automated marketing efforts. By delivering actionable metrics, it enables marketers to spot high-performing and low-performing flows, attribute revenue to specific flow periods and therefore fine-tune strategies, boost ROI, and deliver highly targeted and effective communication. 

Flow metrics glossary:

Value generated – Revenue generated from profiles who have entered the flow (this metric does not apply for profiles collected from forms)

Entered – Number of people who started the flow (they have successfully passed validation, have contact and placeholders, etc.)

Currently In – Number and % of profiles still progressing through the flow 

Completed – Number and % of profiles who reached the end of the flow 

Exited – Number and % of profiles who left the flow before finishing

Channel metrics glossary:

Insights are also available for the channels used in the flow (e.g., email, SMS, Viber).
To view them, use the checkboxes on the left panel to select the desired channels.

Note: Channel insights are grouped by channel, not by individual steps ("block") within the flow.

Targeted - profiles who belong to an audience, i.e. they are eligible as candidates to enter the flow (technical description: those who are a cut of the query or come through a form or api)

Sent - distinct number of profiles to which the message is successfully sent. 

Delivered - number of messages that have been successfully delivered.

Seen/Open - number of messages that have been seen/opened. 

Clicked - total count of link clicks by recipients within the message.

Bounced - distinct number of profiles to which messages were sent, but bounced (messages failed to reach recipients)

Unsubscribed - distinct number of profiles that have unsubscribed from receiving messages.

Complaint - distinct number of profiles that have complained about their messages (recipients who marked the message as unwanted)

In addition to these metrics there are metrics like Delayed metric for email  or Expired, Undeliverable and Rejected for Viber (depends on the vendor). These metrics are not currently shown on the graphical user interface, but can be implemented on request.

Metrics supported by channel & vendor:

Email: Sent, Delivered, Opened, Clicked (total and per link), Complaint, Bounced, Unsubscribed.

Viber & SMS: