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Campaign Reporting

Campaign Reporting provides an overview of how your campaigns and automated flows are performing, helping you monitor engagement and measure the impact of your marketing efforts.

Updated this week

Overview

Once you begin launching Flows and Campaigns, we will begin tracking their performance. You can see these metrics by navigating to Marketing > Reporting.

At the top of the Reporting page, you’ll see a filter toggle for All, Campaigns, and Flows. By default, All is selected and displays aggregated metrics for both campaigns and flows. Switch to Campaigns or Flows to view metrics specific to each type.


Filters

Report Period: Users can choose the date range of campaigns they see (e.g. December 1st, 2025 - December 31st, 2025).

  • The date range will default to all time and can be re-accessed by clearing out the date filter. Users can also use pre-made date ranges, which include:
    Last 7 days, Month to Date, Last Month, Last 3 Months, Year to Date

How does this filter work?

  • Sends, conversions, clicks, and opens are included if they occurred within the selected date range.

  • Campaigns are displayed in the list if they had at least one send or conversion within the selected date range.

  • Attribution windows do not affect what shows up on this page. The attribution window only determines whether a sale is counted as a conversion for reporting purposes.


Campaign: Filter by specific campaign names or ID.

Channels: See Campaign Channels for options.

Tags: Tags are user created categories to organize campaigns. See Campaign Tags  for details about how to best use tags.

Status: Users can filter to see only active or inactive campaigns in reporting.


Conversion Overview

The Conversion Overview section contains overarching metrics for campaign reporting.

Metric

Description

Conversions

Number of purchases made by message recipients

AOV by Conversions

Average Order Value per Conversion

Credits Spent

Indicates marketing investment to reach contacts in tokens

Revenue Generated per Msg

Total revenue generated divided by total sends

ROI

Return on Investment

Revenue Generated

Calculates the monetary result of your campaign


Strict vs Broad Attribution

Strict Attribution: Only tracks conversions where the message recipient has engaged with the campaign prior to converting or making a purchase

Broad Attribution: Tracks all conversions after a recipient has received a message from the campaign

You can toggle between the two by clicking in the top right section of "Conversion Overview."


Flows Overview

Flow metrics provide insight into how customers move through a flow and how actions within the flow perform. Metrics represent aggregated totals across all steps in the flow, including loyalty actions, discounts, and customer progression. These totals update as customers enter, move through, or complete the flow, helping you understand overall performance at a glance.

Points Gifted: The total number of loyalty points issued to customers as part of this flow. This includes all points awarded through “Gift Points” actions within the flow.

Recipients (count): The number of unique customers who received a points gift from this flow. Each customer is counted once per gift action, even if they received multiple points.

Discounts Redeemed: The total number of discounts that were successfully redeemed by customers after being issued through this flow.

Steps Entered: The total number of times customers entered a step within the flow. This metric includes all step entries, even if multiple customers enter the same step.

Steps In-Progress: The number of customers who are currently active within a step and have not yet advanced, completed, or exited the flow.

Steps Exited: The total number of times customers exited a step without completing the full flow. This may occur due to flow conditions, exits, or flow deactivation.

Flow Completions: The number of customers who successfully reached the final step of the flow and completed the journey.


Campaigns

A top-level summary of campaign metrics can be found above the campaigns table. To see detailed info at a channel level, see Channel Performance Metrics at the bottom of the screen.

Open Rate: A percentage based on number of message opens over the number of messages successfully sent

Click-Through Rate: A percentage of clicks based on how many contacts from your campaign clicked on links inside the message. This is unique clicks per contact (not total, so does not include if a persona clicked it multiple times)

Conversion Rate: Gives the percentage of contacts persuaded by your messaging to take a particular action

Cost: Money spent on the campaign. This number includes both the cost of sending messages and carrier fees if applicable

Individual columns in the campaigns table will include performance metrics like ROI, Conversion and Rev. Generated. To see detailed info of an individual campaign, click on a row in the campaigns table to access Campaign Reporting Details.


Top Converted

Identifying successful products, brands, campaigns, etc. is essential to crafting targeted and effective messaging. The Top Converted section allows you to see in-depth data on how various parts of your business generate revenue based on your campaigns. You can see conversion data segmented by:

  • Product

  • Brand

  • Locations (if you have multiple)

Top converted products are auto-sorted by revenue.


Conversion Graphs

AIQ also includes two graphs in reporting to help you dive deeper into data around conversions and revenue generation so you can best understand how to structure your campaigns.

Top Conversions by Engagement Type: Shows the user total revenue (and as percentage of the whole) for each type of engagement (e.g. after a text is sent, after a link is clicked, etc.)

Conversions over Time: Shows user revenue by date for each type of engagement

How do I Select Which Engagements Are Included in the Graphs?

  1. Click on Marketing > Campaigns

  2. Navigate to the Review step and scroll down to Conversion Tracking

  3. Click on Engagements

  4. On the dropdown menu, select which engagements to include in the tracking


Channel Performance Metrics

Metric

Description

Sends

Total number of messages that have been successfully sent by each channel

Opens

Number of unique message opens by contact

Opens (10DLC regulated industries)

Number of users that land on the Inbox page (meaning the user made it past the Age Gate)

Link Clicks

Number of times links inside messages were clicked

Cost per Conversion

How much marketing spend was needed to generate revenue from your contacts

Total ROI

An estimate of how campaigns have performed and whether your company made or lost money

Failed Sends

Number of personas that the campaign did not reach. This may occur due to invalid email/phone, full inbox, spam filters, technical issues, or being blocked

Unsubscribers

Number of personas who unsubscribed via this campaign

Wallet Pass: While unsubscribe metrics are also included for Wallet Pass, they only track users who have fully uninstalled/removed wallet pass from their phone and do not include users who have only muted notifications for that specific pass.


Voice Channel

Due to the nature of the voice channel, certain metrics are not included:

  • click and click rate

  • open and open rate

  • unsubscribe and unsubscribe rate

However, voice metrics do include the following:

  • Voice Average Call Duration

  • Voice Call Answered Count

  • Voice Call Completed Count

  • Voice Call Voicemail Count.


Campaign Reporting FAQ

How do I export Campaign Reports?

Click on the more (...) menu in the top right corner and then click on "Download CSV." The downloaded CSV will include data based on the current filter and view that you have set on the home page. (E.g., clicking "Download CSV" while the report period is limited to December 2024 will only include campaigns and data from that period.)

Message CSV exports for individual campaigns are available for 3 months after the final message from the campaign has been sent, then will be archived.

For access to message reports, go back to Marketing > Campaigns Screen. Hover over your desired campaign and locate the Three dots (...) option on the far right. Click this option and select "Message Report" from the drop down.

If you're looking to access individual campaign statistics, see Campaign Reporting Details.


If a customer opens two campaigns and makes a purchase within both of their conversion windows, is the conversion attributed to both campaigns or just the most recently opened one?


The last one they opened. A purchase can only be attributed to 1 campaign, 1 time; always based on "last touch".


What's the difference between 'opened text' and 'landing page viewed'?


For conversion actions, 'opened text' refers to opening the actual text message. To count under 'landing page viewed', the user would need to click the link to go to the landing page.


How can I set the size of my conversion window?


There are 2 ways to do this:

Globally, you can set your Default Attribution Window in Company Account > Account Settings

Per campaign: By default, we will use your Default Attribution Window setting, but you can override this per campaign in the Review step.


Can I set different attribution windows (tracking periods) for specific campaigns?
Yes, you can adjust the tracking period for individual campaigns in the campaign builder > review stage.


How does the attribution window (conversion tracking period) work?
The tracking period starts when a customer interacts with a campaign message (e.g., receives it). If a customer makes a purchase within this timeframe, the purchase is counted as a conversion for that campaign.

For example, if the tracking period is set to 7 days, only purchases made within those 7 days will count as conversions. Purchases made after the specified tracking period will not count as conversions.


Can I change the attribution window (conversion tracking period) post-launch?
No. Once a campaign is launched, the conversion tracking window cannot be modified. It’s crucial to finalize the tracking period during the setup and review phase.


What happens if a customer makes a purchase just outside the tracking / attribution window?
Any purchases made outside the tracking period, such as on the 15th day of a 14-day period, will not count as a conversion for that specific campaign. If other campaigns were received in that time frame it may count as a conversion for another campaign depending on your tracking settings and amount of campaigns being sent out.


Does the number of sends in campaign reports include the Failed Sends?
Yes, it includes Failed Sends.


Is a unique click counted each time a customer clicks on a different link for the first time? For example, if I opened a campaign and clicked three different links, would I be counted as one unique open and three unique clicks?
Campaign reporting differentiates between overall clicks and unique clicks:

Opens: You would be counted as 1 unique open, no matter how many times you open the message.
Clicks (#): You would be counted for 3 total clicks (one for each link you clicked).
Click Rate: This metric uses unique clicks, so you would only be counted once in the numerator - even if you clicked multiple links within the same campaign.


How can I access campaign sending metrics in AIQ?
You can access campaign performance via:

Marketing > Reporting

On the Campaign table, hover over the row of the campaign you want to view and click the (...) more menu > View Report

Once viewing the report, you can use the filters (dates, channel, etc.)

Note: If metrics are showing as zero, confirm personas are loaded into audiences.


What is the role of attribution windows in campaign reporting?
An attribution window is the period following the delivery of a campaign during which recipient actions (such as purchases or other conversions) are attributed to that campaign. This timeframe determines when conversions and revenue data appear in reports and enables you to track and measure the success of your campaigns over time. The complete picture of your campaign’s performance will only emerge after the attribution window has elapsed.


How do I see step/node-level analytics for Flows?
See Flow Analytics.


If you need assistance, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.

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