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25 practical guides

Reports & measurement

Read campaign outcomes, compare meaningful periods and separate activity from customer results.

A useful starting point

Define the population, time zone, time range and event before comparing numbers. Separate operational delivery from business outcomes such as enquiries and completed sales.

01

Choose a report period

Make the time scope of an analysis explicit.

02

Use a custom date range

Inspect a specific business period without assuming calendar-month boundaries.

03

Open a specific campaign report

Connect an aggregate result to the exact campaign that produced it.

04

Read a delivery funnel

Understand the meaning of each visible message state.

05

Calculate a delivery rate consistently

Use a defined denominator for a meaningful percentage.

06

Report pending outcomes honestly

Keep incomplete results visible during an active campaign.

07

Group campaign failures by reason

Identify useful corrective work from delivery errors.

08

Compare two campaigns fairly

Control for audience, content and time differences before drawing conclusions.

09

Separate replies from sales conversion

Avoid treating conversation activity as confirmed revenue.

10

Review contact growth separately from permission

Track database size without overstating campaign-ready reach.

11

Interpret an audience preview count

Understand what a pre-send matching count does and does not mean.

12

Review template availability over time

Understand how approval or pausing affects campaign readiness.

13

Understand report freshness

Recognise when a view may lag behind the underlying event.

14

Compare reports across devices

Check whether two views use the same filters and account context.

15

Prepare a client-facing performance summary

Explain results in plain language with clear limitations.

16

Avoid misleading averages

Use measures that reflect the operational question.

17

Review support workload from conversations

Use operational evidence without assuming every message is a new case.

18

Read team activity in context

Understand actions without equating screen presence with productivity.

19

Keep report screenshots private

Share evidence without exposing unnecessary customer information.

20

Document the meaning of a business metric

Make recurring reports consistent across the team.

21

Review a campaign with no replies

Investigate relevance and next steps without assuming technical failure.

22

Reconcile report data with a support case

Give support a precise example of an apparent mismatch.

23

Review subscription usage separately from outcomes

Distinguish resource consumption from customer success.

24

Create a weekly communications review

Use a repeatable agenda to improve operations.

25

Explain the limits of attribution

Avoid crediting every business outcome to the latest message.

Relevant public sources

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