Messaging Insights

Messaging Insights is one of several Iterable tools that help you understand the performance of your campaigns and make decisions based on that data:

• Campaign Analytics displays performance metrics for a single campaign.
• Reports let you compare metrics for a selected group of campaigns over a given time period.
• The Dashboard uses customizable widgets to show aggregate performance data for an entire Iterable project.

Messaging Insights helps you review the aggregate performance of your campaigns.

With this tool, you can filter your campaigns by message medium, campaign state, campaign type, campaign name/ID, label, associated workflow, and message/channel type. Then, you can view performance metrics for the selected campaigns over a time period of your choosing.

You can also compare individual campaigns and inspect user engagement in other ways: over time, by segment, by location, and by device.

With Messaging Insights, you can identify key performance trends that can inform your marketing strategy.

# Table of contents

# Getting started

To use Messaging Insights, navigate to Insights > Messaging insights. On the left-hand portion of the screen, you can build a query to select the campaigns you'd like to analyze. On the right, you'll see tabs that display campaign analytics in various ways.

# Selecting campaigns, metrics, and dates

. To select campaigns, metrics, and dates, use the controls in the left-hand column of the page.

1. First, select one or more message mediums (Email, Push, SMS, In-App, or Web Push). When you're done building your query, you'll see aggregate results for all the message mediums you select.

2. Then, filter campaigns using the following options:

   NOTE

   Messaging Insights displays metrics for campaigns that match all filters for which you've selected a value. Filters without a selection/value don't affect which campaigns get selected.

   • State: Running, aborted, or finished campaigns (or any combination)

   • Type:

     • Blast - Blast campaigns
     • Triggered - campaigns triggered by an API call
     • With AI - campaigns that use Send Time Optimization
     • Workflow Triggered - campaigns triggered in a workflow
     • With Experiment - campaigns that have an associated experiment

   • Name / ID: The names or IDs of specific campaigns to include

   • Label: The project-level labels that have been applied to campaigns

   • Associated workflow: Campaigns with associated workflows

   • Message channel / type: Campaigns with an associated message channel or type

3. Next, select the metrics you want Messaging Insights to display.

   For each metric group, you can select no metrics, individual metrics, or all metrics.

4. Finally, from Events recorded (near the top of the page), select a date range.

   When you select Today, Past 3 days, Past 7 days or Past 30 days, the date range is relative to the day on which you're reviewing Messaging Insights. When you define a custom range, it remains the same (no matter when you look at Messaging Insights).

# Viewing metrics

Messaging Insights displays aggregate metrics for selected campaigns over a date range of your choosing. The displayed metrics are based on the data collected by Iterable for those campaigns in that date range.

Messaging Insights can simultaneously display metrics for different message mediums (email, push, SMS, in-app, and web push), as it makes sense. This is especially helpful when you want to use one view to compare performance metrics for multiple campaign mediums.

To dig into your campaign data, use these tabs:

• The Overview tab shows aggregate metrics based on the filter criteria.

  

• The Campaigns tab shows the selected metrics for individual campaigns.

  

• The Audience tab lets you explore campaign data for a specific contact segment based on values stored in your customers' Iterable user profiles.

  

• The Time Series tab shows the selected metrics over time.

  

• The Location tab shows a map view of locations where contacts have opened messages from the selected campaigns.

  

• The Devices tab displays the types of devices and clients that contacts have used to open the selected campaigns.

  

  NOTE

  To rearrange the columns on any of these tabs, click and drag the column header to the preferred location. Your changes are saved, so your preferred layout is always there.

For information about device types, check out Delivery.

# Exporting data

The approach you use to export data in Messaging Insights depends on the type of data you want to export.

• To export overall performance metrics, navigate to the Overview tab and click Export metrics.

• To export metrics for the individual campaigns you've selected with your filters, navigate to the Campaigns tab, and click Export campaign table.

• To export campaign data for a specific contact segment based on values stored in your customers' Iterable user profiles, navigate to the Audience tab and click Export segments table.

• To export the raw event data for your aggregate metrics:

  • Open the overflow menu and choose Export events:

    

  • In the Export events window, select the event for which you'd like to export data. You can choose events associated with the message mediums you’ve selected.

    

  • To download the CSV file, click Export.