Analyze your Automation Performance

Once your Automations are live, you’re going to want to check in on their performance to track their engagement metrics, revenue, and delivery. Below is a guide on how to find your Automations’ reporting and how to interpret it.

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Automations Table

To get an overview of your Automations’ performance:

• Navigate to Automations.

• To narrow down your view of your Automations table, you can use the Search and Filter functions at the top of the table to narrow down by status, type, and channel. For example, if you only want to view your active Automations, filter by Status: Active.

In the top right, you’ll find the total Revenue Generated for the Automations you’re viewing in the table below. If you click the arrow next to your Revenue Generated, you’ll see a dropdown with an aggregate view of the number of messages delivered, opened, and clicked since account creation.

If you take a look at the table, you’ll get a line-by-line view of each Automation, their Title, Subject Line, Status, and the following metrics:

If your Automation is a series, you can view the above metrics for each individual message in the series by clicking the arrow to the left of the series on your table:

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Individual Automations Reporting

To drill down into an individual Automation’s metrics:

• Navigate to Automations.

• Locate the desired Automation and click on its Title or Subject Line to view its individual analytics page:

On this page, you’ll find your Automation’s overall Performance metrics, Delivery Report, Engagement Report, and a list of your Automation’s recipients.

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Performance metrics

At the top of your screen, you’ll find an overview of the number of orders, total revenue generated, the number of emails that have been delivered, opened, and clicked since activating your series.

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Delivery Report

Below your overall performance metrics, your Delivery Report shows how many emails were sent, delivered, bounced, and rejected. To reveal the exact number that the percentages represent, hover over the bars in the chart. 

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Engagement Report

Your Engagement Report shows how recipients interacted with your email once they received it. This report has five metrics that can help you gauge the success of your email. To reveal the exact number that the percentages represent, hover over the bars in the chart. 

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Recipients

Below your Delivery and Engagement Reports, you’ll find a table with your Automation’s recipients and what date they received the email.

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Abandoned Cart Text Analytics Page

To drill down into your Abandoned Cart Text’s performance:

• Navigate to Automations.

• Locate and select the desired Abandoned Cart Text to view its individual analytics page.

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Performance

At the top of your screen, you’ll find an overview of the number of texts sent, clicked, carts saved, and the total revenue generated since activating the automation.

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Delivery Report

Below your overall performance, your Delivery Report shows how many texts were sent, delivered, clicked, and unsubscribed. To reveal the exact number that the percentages represent, hover over the bars in the chart. 

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Attribution Model

In marketing, attribution refers to identifying and assigning credit to the various touch points a customer interacts with before making a purchase. It can help you understand which marketing efforts are driving conversions and generating revenue.

Privy attributes an order if a contact engages (opens or clicks) with a marketing message and completes the order within 7 days.

There are a few more points to keep in mind:

• Last Touch Attribution: Orders are attributed to the last message a contact engaged with. For example, if a subscriber opens a Campaign email and later opens an Abandoned Cart Automation email before purchasing, the order is attributed to the Abandoned Cart Automation.

• Multi-Channel Attribution: Privy evaluates each channel’s attribution window separately when using multiple message channels (SMS or email). This determines if either channel should receive revenue attribution at the time of purchase.

• Conversion Window: The conversion window for both email and SMS is 7 days, starting from the moment of engagement.

• Contact-based Attribution: Privy uses a contact’s email address and phone number to attribute an order back to a contact.