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Review automated message performance
Review automated message performance
Track the performance of your automated messages to understand how well they're doing. Learn how to understand essential insights into managing and optimizing your messages.
Getting started
To review how well your automated messages are doing, you'll first need to:
- Enable the messaging automation so that metrics can be collected.
- If you're a team member, you'll need to request permission to access Marketing and Message history.
Accessing messaging overviews
After setting up and sending out your automated messages, you can track their performance on the overview page.
- Desktop
- Mobile
To view how well your messages are performing:
- Open Marketing and select Automations.
- Select the message you want to review.
- At the top of the page, use the following filters to view:
- Performance:
Check the effectiveness of your message in generating appointments and engaging clients. - Preview:
See exactly what your message looks like as an email or text message. - Details:
Access important information about your message, including what triggers it, which channels it uses, and its creation and last updated dates. Here you can select Options to edit these details as needed.
- Performance:
To view how well your messages are performing:
- Open Marketing and select Automations.
- Select the message you want to review.
- At the top of the page, use the following filters to view:
- Performance:
Check the effectiveness of your message in generating appointments and engaging clients. - Preview:
See exactly what your message looks like as an email or text message. - Details:
Access important information about your message, including what triggers it, which channels it uses, and its creation and last updated dates. Here you can select Options to edit these details as needed.
- Performance:
Understanding metrics
Reading sales metrics
The following sales metrics will be available for messages with booking links and special offers that help increase bookings or celebrate milestones.
- Total appointments:
This shows the number of appointments made and the total revenue generated through this message. It helps you understand the message's impact on filling slots and boosting business performance. - Total sales:
This shows the total revenue from completed sales directly linked to the message, helping you gauge the return on your investment.
Reading engagement metrics
The following engagement metrics are available for all messages. These help you see how your clients interact with your messages.
- Sent:
This tracks the total number of clients the message was sent to across all channels. - Delivered:
This counts the clients who successfully received the message across all channels. It excludes messages that bounced back due to various reasons (e.g. incorrect contact details). - Opened:
This measures how many clients opened the messages sent across all channels. - Clicked:
This reflects the number of clients who clicked on links within the messages across all channels.
Each engagement metric also shows the rate compared to the total number of sent messages, which helps you identify specific points where engagement might be dropping off. For example, you can compare the number of Delivered messages to the number of Sent messages to see where you might be losing engagement.
To see a combined summary of revenues from different sources, check the Sales summary report. Here you can filter the channel by 'Marketing - Automations'.
Reading engagement metrics
The following engagement metrics are available for all messages. These help you see how your clients interact with your messages.
- Sent:
This tracks the total number of clients the message was sent to across all channels.
- Delivered:
This counts the clients who successfully received the message across all channels. It excludes messages that bounced back due to various reasons (e.g. incorrect contact details).
- Opened:
This measures how many clients opened the messages sent across all channels.
- Clicked:
This reflects the number of clients who clicked on links within the messages across all channels.
Each engagement metric also shows the rate compared to the total number of sent messages, which helps you identify specific points where engagement might be dropping off. For example, you can compare the number of Delivered messages to the number of Sent messages to see where you might be losing engagement.
FAQs
How far in the past can I view the metrics of my automated messages?
How often are the automated messages metrics updated?
Why can I preview only email?