• Individual send reports (per message type)
• Aggregate folder reports (across multiple message types) 
• Directly from the automation lifecycle (Statistics view)

Best Practice: Use Folders for Automation Reporting

When setting up Email or SMS actions within an automation, it is recommended to assign them to a dedicated folder.

This allows you to:

• Easily access aggregate reports

• Track lifecycle performance

• Group similar automation campaigns together

If multiple automations share similar messaging or offers, they can also be grouped into the same folder for consolidated reporting.

Viewing Reports for Messages Sent via Automations

Reports can be viewed by individual sends or as an aggregate on folders.

Viewing Reports as Individual Sends

Use this method when you want to analyse a specific message sent via an automation.

Steps

1. Navigate to the Campaigns section and click the Search icon

2. Within the Search Campaigns dialog:

   • Click on Channels

   • Select Automated Email (or Automated SMS for SMS reports)

   • (Optional) Specify other search criteria such as:

     • Send Date (including date range)

     • Keywords

     • Subject

3. Click on the Search button

The results table will show every campaign sent via automations that matches your filters.

Clicking the Statistics button will display the analytics report for the chosen campaign.

What you can view in the individual report

• Email delivered, open and click-through rates

• Opt-outs, bounce rate and spam metrics

• Recipient engagement (Sent, Opened, Blocked)

• Link performance including total and unique clicks

• Top links clicked

• Opt-out reasons and trends

Viewing Aggregate Reports by Folders

Use folder-level reporting to analyse the overall performance of automation campaigns across a lifecycle (e.g. drip campaigns, birthday campaigns, win-back journeys).

Steps

1. Navigate to the Campaigns section and click on Folder View
   Your page will be updated to show all campaign folders along with:

   • Number of campaigns within each folder

   • Total messages sent

2. Click the Search icon

3. Within the Search Campaigns dialog:

   • Click on Channels

   • Select Automated Email (or Automated SMS for SMS reports)

   • (Optional) Apply filters such as:

     • Send Date (including date range)

     • Keywords

     • Subject

4. Click on the Search button

Only folders containing messages sent via automations will be displayed.

Clicking on the Statistics button will display an aggregate report of all campaigns within that folder. The aggregate report will also show a breakdown of each campaign inside the folder, allowing you to drill down into individual campaign reports.

Viewing Automation Lifecycle Statistics

You can also access reporting directly from the automation itself.

Steps

1. Navigate to Automations

2. Locate the automation you want to review

3. Click on the three dots (⋯)

4. Select Statistics from the dropdown menu

You will then be able to view the email and SMS statistics across the automation’s lifecycle, including message activity over time.

Important Notes

• Statistics are only available for automations that include Email or SMS actions

• If an automation does not send Email or SMS, a Statistics page will not be available

• Reporting is available for the full lifetime of your Connect account and is not limited to a fixed time window

• You can use filters (such as date range) to analyse performance across specific periods

• If an automation does not send Email or SMS, a Statistics page will not be available

Understanding Key Reporting Tabs

Overview

Provides a high-level summary on the performance, including delivery rate, open rate, click-through rate, bounce rate and spam metrics.

Recipients

Displays a list of recipients and their engagement status, helping you audit delivery and engagement at a contact level.

Links

Shows detailed link performance, including:

• Total clicks (all clicks on the link)

• Unique clicks (number of recipients who clicked at least once)

• Click-through rate per link

The Link Map provides a visual breakdown of how recipients interact with links within your email.

It shows:

• Which links received the most clicks

• Click distribution across different sections of the message

• Engagement hotspots within the email content

This helps you quickly identify which calls-to-action and content sections are performing best, without needing to review link metrics individually.

Opt-out Reason

Breakdown of why recipients unsubscribed (e.g. too many messages, not relevant content), which can be used to refine targeting and messaging strategy.