You'll learn how to: See how a campaign is actually performing per step, and which contacts have engaged.
Time: 5 minutes.
Steps
- In the secondary nav, click Campaigns.
- Click the campaign you want to analyse.
- The campaign detail page opens. Switch to the Analytics tab (or scroll to the Analytics section).
- You see:
Funnel summary
- Enrolled: total contacts in the campaign.
- Active: still in the cadence.
- Completed: finished the cadence (all steps fired).
- Replied: contacts who responded (campaign typically auto-pauses for them).
- Unenrolled / Bounced: removed manually or by delivery failure.
Per-step breakdown
For each step in the cadence:
- Sent count.
- Delivered: passed the provider's mailbox check.
- Opens / open rate.
- Clicks / click rate (if the email had links).
- Replies / reply rate.
- Bounce / failure rate.
This is where you see which step is doing the work. A campaign with 60% open on step 1 and 5% on step 4 usually means step 4 is being sent to a stale list (people who already disengaged); rework it or shorten the cadence.
Per-contact status
Below the step breakdown, a contact-level table shows every enrolled person, their current step, their most recent action (sent / opened / replied / unenrolled), and the timestamp.
Filter the table to surface specific cohorts (e.g. "everyone who opened step 2 but didn't reply" -> probably warm enough to follow up with a manual email).
Useful patterns
- First-pass review: at 24-48 hours post-send, check step-1 open rate. Below 20% means deliverability issue (sender reputation, spam content); fix before continuing.
- Mid-campaign review: at 7 days in, check reply rate. Below 2% means the message isn't resonating; pause and tune.
- Post-campaign: at the end, segment respondents into hot / warm / cold. Hot = replied. Warm = opened all steps but didn't reply. Cold = didn't open. Follow up with hot manually; remove cold from future similar campaigns.
Export analytics
Click Export on the analytics tab to download a CSV of the per-contact status and per-step metrics. Useful for sharing with a teammate or building a campaign-comparison report across multiple campaigns.
Compare campaigns
The Campaigns list view shows summary metrics for every campaign side-by-side (enrolled, reply rate, conversion). Useful for "which campaign template is performing best".
If something goes wrong
- Symptom: "Analytics tab is empty." → Fix: The campaign just started; metrics need a few hours to populate. Check back after 24 hours.
- Symptom: "Open rate looks fake (0% or 100%)." → Fix: Open tracking is via a tracking pixel. Some email providers (Apple Mail Privacy Protection, corporate proxies) strip or pre-fetch the pixel, distorting numbers. Use reply rate as a more reliable signal.
- Symptom: "I see negative or weird numbers." → Fix: Refresh. Stale cache occasionally shows inconsistent counts; recalculation runs every hour.
- Symptom: "Export download fails." → Fix: Large campaigns (10,000+ contacts) can fail to export in one batch. Filter to a subset first, export in chunks.
Related: Create a new outreach campaign | Pause or cancel a campaign | Add contacts to a campaign.