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Campaign Performance Dashboard - Email Channel Reports and Metrics

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Nick Ivanecky
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Overview

There is a broad range of performance metrics that can be generated for the the email marketing channels. There are metrics specific to email marketing such as open and click rate. If you are also importing opportunity data we are able to use our attribution model to show revenue related to marketing campaigns.

This article will cover at a high level what metrics can be generated for the email marketing channel and what data is required to generate each metric. There are detailed articles embedded within the article to dive into the details of imported data to power metrics. 

Prerequisites: 

What metrics can I expect to see and how are these metrics defined?

Name Definition What data is required for this metric to be generated?
Campaign Name The name of the ad campaign in the CDP.  
Status The status of the ad campaign in the CDP.   
Campaign Group

The name of the campaign group in the CDP. 

  
Email Delivery The number of accounts with successful email delivery in a campaign. Marketing engagement data
Email Bounces The number of accounts with email bounces in a campaign. Marketing engagement data
Email Opens The number of accounts with email opens in a campaign. Marketing engagement data
Email Clicks The number of accounts with email clicks in a campaign. Marketing engagement data
Email CTR The percentage of emails clicked over emails delivered in a campaign. Marketing engagement data
# of Form Fills The number of accounts that undertook a form fill action in a campaign Marketing engagement data

# All Opps

The total number of opportunities attribute to the campaign. 

 

Marketing engagement data, Opportunity data

Potential Revenue 

The total amount of revenue associated with open opportunities associated with the campaign. 

Marketing engagement data, Opportunity data

Rev. (Closed Won)

The total amount of revenue associated with closed won opportunities associated with the campaign. 

Marketing engagement data, Opportunity data

# Won Opps 

The total number of won opportunities associated with the campaign. 

Marketing engagement data, Opportunity data

# of Open Opps 

The total number of open opportunities associated with the campaign. 

Marketing engagement data, Opportunity data

# Lost Opps 

The total number of closed lost opportunities associated with the campaign. 

Marketing engagement data, Opportunity data

 

What email marketing channels are supported?

We support creating metrics for Eloqua, Marketo and Pardot. 

 

What do I need to do to be able to see these metrics? 

Email Marketing Performance Metrics

In order to see the following metrics, you must complete all of the requirements in the following article.

  • Email Delivery
  • Email Bounces 
  • Email Opens 
  • Email Clicks 
  • Email CTR
  • # of Form Filles 

 

Opportunity Related Metrics

In order to see the opportunity related metrics, you must complete all of the following requirements. 

  1. You must have launched a campaign from Rev.Up to Eloqua or Pardot. 
  2. You must have reviewed the articles with requirements and have completed all of the steps.
  3. You must be importing the following in the CDP from your opportunity data.
  • Total # of opportunities
  • Expected Revenue
  • Closed Won $
  • Total # of closed won opportunities
  • Total # of closed lost opportunities

 

How are opportunities attributed to advertising campaigns? 

Rev.Up has an out of the box attribution model that relies on the use of a lookback period to assign attribution. To read the details of attribution is determined in Rev.Up, please read the following article. 

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