Tracking and ReportsRead 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
- Open Overview for quick campaign health and recent activity.
- Open Click Report to see who showed strongest intent.
- Prioritize follow-ups for clickers first.
- 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.