Once you've activated your workflow you will be able to view the reports. There are three types of reports:
- Version-based report
- Detailed report
- Action-based report
Version-based report
To view version-based report:
- From the Navigation toolbar, select Automation and choose workflows.
- Select the workflow for which you want to view the reports.
In the workflow's detail view select the version you wish to view reports for. Under the Version reports tab, you will get insight about the number of contacts who:
- Entered that workflow version
- Are under process
- Are under end-of-workflow
- Were ejected from the workflow version or process
- Exited that workflow version
- Were ignored (those who unsubscribed and were moved into the Do-not-mail registry are counted in this category)
Clicking each of these will display the list of contacts. From here, you can trace the path taken by your contacts in the workflow. Click on the contacts' email address to trace their path. You can also trace the contacts path from under the contact path tab. Here, you can enter the contact email address, click Trace path and view the contact's path.
Detailed report
Detailed report has more illustrated stats than just plain numbers. It includes summary, versions-based report, goal-based report, contact-based report, and messages-based report. To view the detailed report click the Reports button on the top-right corner from the detail view page.
To view detailed report:
- From the navigation toolbar, select Automation and choose workflows.
- Select the workflow for which you want to view the reports.
Summary
Summary includes an overall count of contacts in every stage (entered, exited, under process, under end-of-workflow, ejected and ignored), time-based report, user agent stats, location-based stats, locations with maximum number of opens, top clicked URLs, and contacts who've reached milestones.
- Overall report
Under this report you can view the number of contacts who: - Entered the workflow
- Have achieved the workflow goal (if a goal is set)
- Are under process
- Are under end-of-workflow
- Were ejected from the workflow or process
- Exited the workflow
- Were ignored (those who unsubscribed and were moved into the Do-not-mail registry are counted into this category)
- Clicking each of these will display the list of contacts.
- Time-based report
From the time-based report you can see the number of contacts who've entered and exited your workflow in a given period.
- User agent stats
These stats show you the hardware and software used by your contacts for opening your email. With these stats you can find out how well your email is performing in a specific device, operating system, or web browser.
- Locations-based stats
With this map, you can view the countries in which your emails have been opened.
- Top five stats
This part of the report shows you the top five locations where your messages have been opened and the top five URLs clicked.
- Milestones
If you have set milestones in the workflow, you will be able to view the number contacts who reached the milestone.
Versions-based report
Version report includes opens and clicks for each version, as well as the contacts count in every stage under each version.
Goal-based report
Goal-based report includes overall stats, time-based reports and list of goal achievers.
- Overall stats
Under this report you can view: - The number of who entered the workflow
- The goal achievers target you've set
- The number of contacts who achieved the goal
- Time-based reports
From the time-based report, you can see the number of contacts who've achieved the goal in a given period. - Goal achievers
Here, you will be able to view the list of contacts who've achieved the goal.
This report will give you a list of contacts under each stage of the workflow. Messages-based report includes overall stats, time-based report, activities-based recipient list and message-specific report.
- Overall stats
Under this section you will be able to view the following: - Number of emails sent
- Number of emails delivered
- Number of emails bounced
- Number of opens
- Number of clicksNumber of unsubscribes
- Time-based report
Under time-based report, you will be able to view the total number of opens and clicks made over time. - Activities-based recipient list
Under this section you will be able to view the list of recipients who have opened and clicked the autoresponder messages. - Message-specific report
Under this section, you will be able to view the total number of recipients, opens, clicks, bounces and unsubscribes for a specific message. To view a detailed report of every message, click View detailed report button next to the message report. This will take you to the Reports page , which displays the message delivery rate, open rate, click rate, number of unsubscribes, recipient activity, user agent stats, and more.
Action-based report
To view action-based report:
- From the Navigation toolbar, select Automation and choose Workflows.
- Select the workflow for which you want to view the reports.
- Click Reports icon next to the action you want to view reports for.
Under action-based report you will gain insight on the following:
- Total - Number of contacts who had passed through the action component
- Completed - Number of contacts the action was performed on
- Skipped - Number of contacts who match the skip criteria and skip the action
- Ignored - Number of contacts who unsubscribed and were moved to the Do-not-mail registry
- Missed - Number of contacts who passed through when the action was paused