Campaign Reports

Overview

Cheetah Digital platform delivers a collection of standard operational and analytical reports that are focused on the needs and interests of the cross-channel marketer. These reports help you to identify potential problems areas in your strategy or campaign, and help you to fix those problems.

The standard reports provided by Cheetah Digital are divided into two main packages:

  • Campaign Reports: These reports are "operational" in nature, and are focused on the delivery, reach, and activity associated with a Campaign.

  • Marketing Intelligence: These reports are "analytical" in nature, and are designed to provide a consolidated view of all or selected Campaigns within a date period. For more information, please see the Marketing Intelligence Reports Help topic.

The Campaign Report provides rolled-up summary information on the results from one or more Campaigns. For more details on the contents of the Campaign Report, please see Campaign Report Description.

Note: Many of the Campaign Reports include graphical charts. An internet connection is required to view these charts.

The Marigold Help Center provides access to a wide range of enablement videos on many Marigold solutions that you can take as needed. Click here to browse to the video on how to use the Campaign Reports.   

Access

The Campaign Reports screen is accessible by the following method:

  • From the Main menu, select Insights > Legacy > Campaign Reports

Additional Topics

For more information on Campaign Report features, please see:

 Campaign Report Descriptions

Features

 Create a New Campaign Report

Campaign Reports can either be created through the Messaging user interface, or uploaded into the platform.

To create a new Campaign Report through the user interface:

  1. In the Tool Ribbon, click + New Campaign Report.

  2. A New Item pop-up window is displayed. To select the folder where you want to save this new Campaign Report, click the folder name in the Navigation Tree on the left side of this pop-up. The Where? field is updated with the selected folder name.

  3. In the Name field, enter a name for your new Campaign Report. This name must be unique within the selected folder.

  4. Click Create.

  5. Once the new report has been saved, the platform will display a metrics view of the report. In this case, you haven't yet configured the report parameters. In the Tool Ribbon, click Edit > Edit to toggle the report to configuration mode.

  6. Optionally, you can assign one or more tags to your Campaign Report. To assign a tag, click on the Add tag field of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the X icon next to the tag label.

  7. By default, all system dates and times will display according to the time zone defined in your User Profile. However, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign Report. To establish the time zone used for all scheduling activities related to this Campaign Report, click Edit > Set Time Zone in the Tool Ribbon. The Set Time Zone dialog box is displayed. From the Time Zone drop-down menu, select the desired time zone, then click ok.

The sections below describe how to configure the various report parameters.

Report Data Source

The Report Data Source in Edit > Edit tab is used to select the Campaign, or Campaigns, to include within this new Campaign Report, as well as to configure other optional reporting parameters.

  1. The platform provides several different options for selecting the desired Campaign(s). Please note that you can use only one of these methods within a Campaign Report. If you switch methods, the system will remove all previously selected Campaigns. The selections methods are as follows:

Specific Campaigns

This method allows you to search for and select a specific Campaign (or optionally, multiple Campaigns).

  1. From the Report Data Source drop-down menu, select Specific Campaign.

  2. Click the add button (plus-sign icon).

  3. The Browse Campaigns pop-up window is displayed. From this window, you can click on a folder in the directory structure to see a list of all the Campaigns stored within that Folder. Or, if you want to search across the entire system, click the left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Campaign in the system. This pop-up window also allows you to search based on Tags, or by Campaign name. When you find the desired Campaign, click on its name. The selected Campaign is added to the Campaign Report screen.

Note: When selecting a Campaign with this method, the Campaign must be launched.

  1. Repeat the above steps as needed to add more Campaigns. To remove a Campaign from the report, click the remove button (X icon) to the right of the Campaign name.

Campaigns in a Folder

This method allows you to select a Folder, or optionally multiple Folders; the Campaign Report will include all of the Campaigns within that Folder.

  1. From the Report Data Source drop-down menu, select Campaigns in a Folder.

  2. Click the add button (plus-sign icon). The Select a Folder pop-up window is displayed.

  3. Click on the desired Folder. The selected Folder is added to the Campaign Report screen.

  4. Repeat the above steps as needed to add more Folders. To remove a Folder from the report, click the remove button (X icon) to the right of the Folder name.

Campaigns by Tag

This method allows you to select a tag value, or optionally multiple tags; the Campaign Report will include all of the Campaigns that have been assigned that tag value.

  1. From the Report Data Source drop-down menu, select Campaigns by Tag.

  2. Click on the Add tag to report field. The system displays a pop-up menu of all the existing tags. You can begin typing to filter the pop-up menu to only the tags that include that text string (Note: you can't define a new tag from this screen). Select the desired tag. The selected tag is added to the Campaign Report screen.

  3. Repeat the above step as needed to add more tag values. To remove a tag from the report, click the X icon to the right of the tag value.

Cell Code

This method allows you to select a Cell Code, or optionally multiple Cell Codes, for Campaigns that used Cells and Splits.

  1. From the Report Data Source drop-down menu, select Cell Code.

  2. Begin typing the desired Cell Code in the Cell Code field. The system displays a pop-up menu of all the Cell Codes that include that text string. Select the desired Cell Code, then click the add button (plus-sign icon). The selected Cell is added to the Campaign Report screen.

  3. Repeat the above step as needed to add more Cells. To remove a Cell from the report, click the X icon to the right of the Cell Code.

  1. Optionally, you can define a date range to limit the desired timing of the report. If necessary, click the By Time section to expand it. Enter the desired start date and end date.

  2. Optionally, you can apply custom logic (by means of a Filter) to further refine the report results. For example, you could define a Filter that looks for recipients who clicked on a specific link. If necessary, click the By Custom Logic section to expand it. The platform allows you to either search for a Filter, or browse to it.

    • To search for a Filter -- In the Filter field, begin typing the name of the desired Filter. The system displays a drop-down menu of Filters that contain that text string anywhere within the Filter name. From this list, select a Filter.

    • To browse for a Filter -- Click the browse button (magnifying glass icon) to the right of the Filter field. The Browse Filters pop-up window is displayed. From this window, you can click on a folder in the directory structure to see a list of all the Filters stored within that Folder. Or, if you want to search across the entire system, click the left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Filter in the system. This pop-up window also allows you to search based on Tags, or by Filter name. When you find the desired Filter, click on its name.

  1. The Grouping option allows you to optionally define how you want to organize the reporting output (i.e., by Campaign, by some frequency). If necessary, click the Grouping section to expand it. If you're reporting on multiple Campaigns, and you want to group report metrics by Campaign, place a check mark in the By Campaign check box. From the By Time drop-down menu, select a date range for how you want to group the report output. The options are: By year, By month, By week, By day, or By hour.

  2. Optionally, you can select a Report Goal Set to display on the Campaign Report. Report Goal Sets provide a visual method for indicating if a specific goal or criteria (often referred to as a Key Performance Indicator, or KPI) has been met. If you don't select a custom Goal Set, then the system will display the default Goals, which are Bounce Backs percentage, Reads percentage, and Link Clicks percentage.

  3. In the Tool Ribbon, click Edit > Save. If you're finished setting the report parameters, click Edit > Metrics in the Tool Ribbon to toggle the report to view mode.

Auto-Updates

The Auto-Update section is used to configure the schedule for automatically refreshing the report data. The report update settings are configured at a client account level (see Update Options for more details on that process), and are then applied to every Campaign and every report within the account. However, you can optionally override the account-level settings at a Campaign level, or at a report level (described below).

  1. If necessary, click Edit > Edit to toggle the report to configuration mode.

  2. Select Auto-Update from the Function Menu. When initially displayed, this section displays the update settings inherited from the account-level settings.

  3. To enable automated report updates, place a check mark in the Schedule reports for auto-update check box.

  4. To define the update schedule for this Campaign Report, select when you want the schedule to start. To begin immediately, click the Start schedule immediately toggle button. Or, to set a date when you want the schedule to start, click the Start schedule on toggle button, then enter the start date and time.

  5. Select a sending cycle:

    • Daily: Enter an interval (every "X" days).

    • Weekly: Select one or more days of the week.

    • Monthly: Select either:

      • A specific number ("15th of the month" for example).

      • Define a business rule to calculate a date ("second Tuesday of every month" for example).

    • Yearly: Select either:

      • A specific month / date ("January 15th" for example).

      • Define a business rule to calculate a date ("second Wednesday in August" for example).

  1. Select the schedule execution time:

    • Once a day: Enter a specific time.

    • Several times a day: Define an interval in either minutes or hours. Also, define the active window during which the schedule can run by selecting the starting and ending times for this window.

  1. Select how long this automated schedule should run, either Do Not End Schedule or End Schedule On. If you select End Schedule On, enter the stop date and time.

  2. In the Tool Ribbon, click Edit > Save. If you're finished setting the report parameters, click Edit > Metrics in the Tool Ribbon to toggle the report to view mode.

Custom Responses

The Custom Responses feature allows you to bring external response information into Messaging for reporting purposes. For example, this information could consist of data collected from "off-line" channels, such as a print Campaign or a call center, or possibly from your own internal systems, or another vendor. You can link this response data to a Messaging Campaign, and the platform will include those responses within the response reports for that Campaign.

To configure Custom Responses in your Campaign Report:

  1. If necessary, click Edit > Edit to toggle the report to configuration mode.

  2. Select Custom Responses from the Function Menu.

  3. Click add custom response. The Custom Response pop-up window is displayed.

  4. From the Response Table drop-down menu, select the table where your custom response data is stored.

  5. From the Group By drop-down menu, select the field by which you want to group the responses.

  6. From the Aggregation drop-down menu, select how you want to aggregate the responses.

  7. From the Aggregate Value drop-down menu, select an aggregate value.

  8. From the Time Dimension drop-down menu, select a time dimension.

  9. Click save response. The selected Custom Response is added to the Campaign Report screen. Repeat the above steps as needed to add more Custom Response fields. To remove a Custom Response field from the report, click the remove button ("X" icon) to the right of the Custom Response.

  10. In the Tool Ribbon, click Edit > Save. If you're finished setting the report parameters, click Edit > Metrics in the Tool Ribbon to toggle the report to view mode.

 Copy a Campaign Report

To copy an existing item to use as the basis for a new item:

  1. Search for the desired item (see Search for an Item for more details).

  2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

  3. In the Tool Ribbon, click Actions > Save As. A Save as dialog box is displayed.

  4. Enter a name for the new item.

  5. By default, the new item will be saved in the same folder location as the base item. Optionally, click the magnifying glass icon to browse to and select a different folder location.

  6. Click save a copy. The system creates a copy of the selected item.

 View or Edit a Campaign Report

To view or edit a Campaign Report:

  1. Search for the desired Campaign Report (see Search for an Item for more details on the available search methods).

Note: Campaign Reports are, by default, stored in the same folder as the Campaign on which they are reporting. The Status column indicates if the report is calculating, done, new, etc. If the desired report isn't listed, the view may need to be refreshed to show any recent updates; click the refresh button (double-arrow icon) above the list of reports.

  1. Click on the Campaign Report name. The Campaign Report screen is displayed and populated with the details of the selected Campaign Report. For more information on the content of the Campaign Report, please see Campaign Report Description.

  2. Optionally, to view detailed information about the Campaign Report, click the Report tab in the Tool Ribbon. The Item Details screen is displayed, showing who created the item, who modified it last, and what the last actions taken on the item were. The direct link URL to the Campaign Report is available here, which can be copied to the clipboard using the Copy Link icon. This can be used to easily share and also open the Campaign Report in a browser. On this screen, click Related Items in the Function Menu to see other items in the system that reference or utilize this Campaign Report. When finished, click the Edit tab in the Tool Ribbon to return to the main edit screen.

  3. Optionally, you can assign one or more tags to your Campaign Report. To assign a tag, click on the Add tag field in the Tags section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the X icon next to the tag label.  

  4. Optionally, to rename the Campaign Report, click Edit > Actions > Rename in the Tool Ribbon. A Rename Item dialog box is displayed. Enter a new name for the Campaign Report, then click save new name.

  5. Optionally, to modify the reporting parameters, click Edit > Edit in the Tool Ribbon. For more details on the report configuration options available from the Edit screen, please see Create a New Campaign Report above.

  6. To save your changes, click Edit > Save in the Tool Ribbon.

 Manually Refresh a Campaign Report

Cheetah Digital constantly gathers information needed for the platform's Campaign Reports. The platform can be configured to determine how frequently the reports should be updated. The report update settings are configured at a client account level, and are applied to every Campaign and every report within the account. However, you can optionally override the account-level settings at a Campaign level, or at a report level (see "Create a New Campaign Report" above for details on that process). You can also manually refresh a Campaign Report.

To manually refresh one or more Campaign Reports:

  1. Search for the desired Campaign Report (see Search for an Item for more details on the available search methods).

  2. Place a check mark next to one or more Campaign Reports.

  3. In the Tool Ribbon, click Actions > Re-calculate Stats. The system calculates the statistics for all selected reports.

You can also manually refresh a Campaign Report when viewing the report:

  1. Search for the desired Campaign Report (see Search for an Item for more details on the available search methods).

  2. Click on the Campaign Report name. The Campaign Report screen is displayed and populated with the details of the selected Campaign Report.

  3. In the Tool Ribbon, click Edit > Save and Calculate. The system calculates the statistics for the report, and refreshes the report display.

 Share a Campaign Report

Campaign Reports can be “shared” with other people without having to set them up as users of the platform, or providing other special access.

To share a Campaign Report:

  1. Select the desired Campaign Report (see "View a Campaign Report" above for more details on this process).

  2. Click the Share tab in the Tool Ribbon. The "Share URL" field is displayed, which shows the URL for this report.

  3. You can now provide this URL to other people. When the recipient navigates to this URL, he or she will see the selected Campaign Report. This shared URL will not allow the viewer to edit the report parameters, or to access special functions of the report. The viewer can download the report statistics by clicking the Download Metrics link in the top-right corner of the screen.

 Download Report Statistics

Campaign Report statistics can be downloaded into a Microsoft Excel file for further analysis and manipulation. To download the report statistics:

  1. Search for the desired Campaign Report (see Search for an Item for more details on the available search methods).

  2. Click on the Campaign Report name. The Campaign Report screen is displayed and populated with the details of the selected Campaign Report.

  3. In the Tool Ribbon, click Edit > Download Metrics. A download file dialog box is displayed. Click open to open the file, or click save as to navigate to and select where you want to save the Excel file.

  4. When you open the Excel File, you will see the metrics from the campaign report. Metrics are included to allow you to differentiate between human opens and reads, and Apple’s pre-cached opens and reads which can skew overall metrics. These metrics were added after the introduction of Apple’s MPP (Mail Privacy Protection) feature which altered the way senders collect data about the recipient. Similarly, metrics also differentiate the Bot clicks which genrerate fake clicks, by excluding them from the real reads and including them in the click reports. 

 Delete a Campaign Report

To delete an item:

  1. Search for the desired item (see Search for an Item for more details).

  2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

  3. In the Tool Ribbon, click Edit > Actions > Delete. A confirmation dialog box is displayed.

  4. Click delete item to confirm the deletion.

Foldered items are moved to the Recycle Bin. Non-foldered items are permanently deleted.