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Read overview and click report correctly

Use report data to take the right next action.

Who this is for

  • Users with data on screen but unsure what to do next.
  • Teams that need a daily follow-up routine.
  • Managers who want clear decision rules for campaigns.

Before you start

  • Define 3 states: no open, open/no click, click/no reply.
  • Pick one person who reviews reports each day.
  • Decide your follow-up speed targets for each state.

Step-by-step workflow

  1. Open Overview for quick campaign health and recent activity.
  2. Open Click Report to see who showed strongest intent.
  3. Prioritize follow-ups for clickers first.
  4. Rework message angle for open/no-click recipients.

How to verify success

  • Your team has a clear daily follow-up list.
  • Clickers are contacted faster than open-only contacts.
  • No-click groups are reviewed, not ignored.

Common mistakes / troubleshooting

  • If team disagrees on priority, write one simple decision matrix.
  • If follow-up is slow, assign one owner and deadline each day.
  • If reports feel confusing, reduce campaign variables and retest.

What to do next

  • Use this process after every broadcast.
  • Log what changed and what worked each week.