When your campaign is active, and your tactics are running and generating leads, you can keep an eye on its performance, and optimize your ongoing efforts. With full analytics to hand, you can demonstrate marketing ROI to stakeholders and identify and pause or update any campaigns that are underperforming on your behalf.
- Go to the Monitor tab of Campaign IQ.
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Choose the live campaign you want to review. Note its status, which gives you an indication of its current state - Active or Idle (or Completed if it’s finished). Its card shows the current number of sends, opens, and leads for the campaign.
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Click Dashboard. This takes you to the analytics for your campaign.
The information is arranged in a series of tabs:
Every tab displays these highlight data points:
- Open Rate (%) and Click Rate (%) - if the campaign includes emails.
- Leads (number) - if the campaign has generated any leads.
Overview tab
The number of actions taken by recipients, e.g. email opens, form submissions, social clicks, leads generated, asset downloads. What’s shown here depends on the type of tactics included in the campaign.
The campaign’s performance trend, based on the activity numbers, is shown in graph form below the numbers. You can choose what activities to show in the graph by clicking their label under the graph, and what timescale to display - Last 14 Days, Last 12 Weeks, Last 12 Months, or All time.
Hover on a date point in any of the trend lines to get the numbers for that date.
Schedule tab
A timeline of the scheduled tactics, in order from soonest to latest.
Each entry shows their date and time, or wait period if the schedule is configured with relative steps, and their current status (Scheduled, In Progress, or Completed).
Leads tab
A list of leads generated by the campaign, with color coded lead scores. Scores are based on the interaction a contact has had with the campaign and its materials, such as email opens, landing page visits, collateral downloads, etc. For more information, see About Lead Scores. The colors are:
- Green - 80+
- Yellow - 50-79
- Gray - 0-49
You can sort the list by any of the columns. Hover over the column header and click the up or down arrow as appropriate.
The list has no filters as a default, so leads generated from all activities are shown, with each lead showing the combined score from all their interactions. Use the All Events drop down list if you want to show the effectiveness, and score, of a particular activity, e.g. Email Clicks.
Click Download to export the list of all leads in CSV format.
Activity tab
A list of recent activities taken by partners that have engaged with your campaign. Click on an entry to expand its details and show its particular statistics.
You can sort the list by any of the columns. Hover over the column header and click the up or down arrow as appropriate.
The list has no filters as a default, so all activities are shown, with each recipient company showing their total number of interactions. Use the All Events drop down list if you want to show the effectiveness, and number, of a particular activity, e.g. Email Clicks.
Click Download to export the list of all activities in CSV format.