Insights - Reports

The Insights feature provides the ability to create custom reports. You can use these reports to get information on multiple fronts, such as:

  • Monitor how Blueshift campaigns enhance user engagement on your site
  • Check results of an A/B test
  • Analyze how campaign performance varies by parameters such as devices, browsers, segments, email service providers and/or templates
  • Measure the impact of different features, such as multi-channel vs single-channel, recommendations, campaign time optimizations on the performance of your campaigns
  • Check out your top performing campaigns, templates, segments, types of campaigns, channels etc.

The insights that you get when you use this feature can help you optimize the campaign performance and boost your business. 

 

Create a report 

Let’s get started by building a basic report. We’ll create a report that shows emails delivered in the last 30 days and compare them to the ones that were sent and the ones that bounced.

create_report.gif

  1. On the Blueshift app, click Insights on the left navigation menu.
  2. On the Insights page, click + Report.
  3. Specify a name of the report. For this example, we specify Emails delivered in the last 30 days.
  4. Choose a metric for this report. This is the metric that you want to analyze. You can choose an option from a core metric, a custom goal or a compound metric. You can also create a compound metric. 
    create_metric-min-1.gif


    For this example, we'll select the core metric: Delivered
    select_delivered.gif


  5. Use the Group By parameter to slice and dice the campaign performance. For example, you could compare campaign performance by campaign type or by recommendation usage.
    group_by_segment.gif

    If you use a compound metric, you can also choose how to sort the results of the report. group_by_metric.png
    You can choose numerator, denominator, or the metric itself. 
    group_by_sort.png

    You can also use the checkboxes in the legend to toggle data series on or off. 
    toggle_data_series.gif

    If you choose the metric to sort the results, you get an additional option to filter the report. For example, in this case, we are using the open rate to see how many unique impressions an email had over the total sends. You can filter the results using the Threshold Filter and Minimum value fields. In this case, if we choose Numerator as the threshold filter and specify its minimum value as 50, that means that we want a minimum of 50 unique impressions across all sends. Similarly, in a different report, to get a list of the top 10 campaigns by click rate, you may want to ignore campaigns that have fewer than 1000 sends.

    click_rate.png
     

  6. Use the table to compare the selected metric with other metrics you want to analyze. Click the Configure Columns button to add fields to the table. In this example, we choose Sends and Bounces so that we can look at the emails that were delivered and compare them to which ones were sent and which ones bounced.  
    cropped_adding_fields_table.gif

  7. Click Save after you create the report and are satisfied with it. 
    report_created.gif

You can now see the report that you created on the Insights index page and click on it to see how your campaign is performing. 

report_created.png

 

Additional options on the UI

In addition to creating a report, you can use other options on the UI to customize the report to better suit your needs. 

 

Adjusting the chart

You can toggle the chart type or aggregate the metric over a different period of time. 
toggle_chart.gif

Adding filters

You can add filters to limit your analyses of the campaigns you are interested in. 

add_filters.gif

View

After you create a report, the view button view_button.png is enabled. Click on this button to view the last saved version of the report in a larger area. Clicking on this button also enables the option download_report.pngto download the report in a .CSV format for offline access. 

view_report_options.gif

You can click the Edit button to see the options to reconfigure the report. 

 Note:

  1. The chart and table get updated in real time. Ensure that you Save the report if you use the Edit button to change it. 
  2. You (and everyone else in the organization) can view, modify, and delete the saved reports at any time.
  3. Exercise caution when you edit a report that you don't own, since it will save the changes for everyone else in your organization.


Default reports

In addition, we provide a lot of sample reports that you can use, copy and customize to suit your needs. You can identify these reports with these reports' author. The author of these reports is listed as system.

Insights_-_Index.png

 

 

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