How to request a report for my automation?

Once your automation is set up, it's crucial to evaluate its effectiveness. This article will guide you on how to find performance reports and understand the insights they provide.

Important note: Contacts using the Apple Mail app on iOS 15 with Mail Privacy Protection enabled will be excluded from open rate tracking, unless they click a link in the email. This may impact your open rate statistics.

To access automation reports, navigate to the 'Reports' tab and select 'All Automated Series.' Here, you'll find an overview of all the automations you've created, along with key performance metrics. You can track the number of emails sent, how many contacts entered the automation, and monitor interactions (clicks and conversions). 

Keep in mind, automation reports refresh every 24 hours, ensuring you always have up-to-date insights on your workflow's performance.

To gain deeper insights into your automation’s performance, click on the three dots next to the automation. Here, you can view key metrics, such as the number of emails created, the number of contacts in the automation, and the total emails sent.

For more detailed data on the emails within your automation, click on 'Automation Overview.' Scroll down to access a comprehensive dashboard for each campaign in the automation.

In the overview dashboard, you'll find crucial insights into your email performance. The Open Trend graph provides a visual representation of when your emails receive the highest number of opens, helping you identify peak engagement times.

• Activity Flow (Bottom Left): Displays the timeline of actions taken on your email, such as opens, clicks, and forwards.
• Engagement Breakdown: Offers a percentage summary of open rates, clicks, forwards, and bounces.
• Contact-Specific Insights: Click on any of these metrics to see which contacts engaged with each action.
• Open Rate Summary (Bottom Right): Compares the number of recipients who opened your email with those who didn’t, giving you an overview of audience responsiveness.

The Automation Overview Report offers a detailed breakdown of your automation's performance in Marketune. Below are the key elements included in this report:

• Automation Name: The title of your automation.
• Direct Links: Quick access to edit your automation or view the automation map.
• Number of Unique Contacts: The total number of contacts who have entered the automation.
• Completed Contacts: The total number of unique contacts who have successfully completed the automation by reaching the final 'End Automation' step.
• Completion Rate: The percentage of contacts who completed the automation, calculated as:
  (Total Completed Contacts ÷ Total Contacts Entered) × 100%
• Sent Emails: The total number of unique contacts who have received at least one email from the automation.
• Delivery Rate: The percentage of sent emails successfully delivered, calculated as: (Total Sent Emails ÷ Total Contacts Entered) × 100%
• Open Rate: The percentage of recipients who opened the automation email, calculated as:
  (Total Opens ÷ Total Sent Emails) × 100%
• Click Rate: The percentage of recipients who clicked a link in the email, calculated as:
  (Total Clicks ÷ Total Sent Emails) × 100%
• Total Revenue: The total e-commerce revenue generated from automation emails.
  • Shopify Users: Discounts applied in orders from automation emails are excluded from the revenue calculation.
  • WooCommerce Users: Discounts are included in the total revenue calculation.
• Automation Timeline Chart: A visual graph showing daily counts for emails sent, emails opened, and clicks on links.
• Email Performance Table: Displays individual performance metrics for each email in the automation.
• SMS Performance Table: If your automation includes an SMS step, this section shows delivery and engagement stats for SMS messages sent via the automation.
  

Feel free to check a video tutorial for additional help:

1. Navigate to the data table - Hover over the chart or table containing the information you wish to download.
2. Access the export options - Click on the three dots in the top-right corner of the chart and select 'Download Data' from the dropdown menu.
3. Choose your file format - Select your preferred file format (e.g., CSV, Excel, PDF) and click 'Download' to save the file.