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Campaigns Insights

The Campaigns provides a comprehensive overview of campaign performance over a one-month period. The campaign insights enable businesses to evaluate campaign effectiveness, optimize targeting strategies, and maximize return on investment (ROI) by understanding how different campaigns impact customer behavior and sales within a defined timeframe.

Things to Know

  • You must have Admin, Marketing Manager, or be a Franchisee user with Insights role permissions to view Campaigns Insights.

  • Franchisee users can only view data for the stores they have permissions to access. Additionally, they can only view campaign reports for the campaigns they created.


  1. Filter Your Results

  2. Search

  3. View Reports


1. Filter Your Results

On the Campaign Insights page, you can filter results using the following options:

  • Created By: Filter by selecting the User(s) who created the campaign(s).

  • Status: Filter by campaign status:

    • Done: Completed campaigns.

    • Live: Active campaigns.

    • Pending: Campaigns that have not started yet (no data will be displayed in a pending report because it has not begun).

  • Month: Select the month during which the campaign is live.

2. Search

Search for your campaign name to refine your results to the exact report.

3. View Reports

Click “View Report” in the campaign row you would like to see specific performance metrics on. Use the following labeled image to find your way around the Campaign specific report.

  1. Navigate to Different Key Performance Idicators (KPIs) and Medium Stats

  2. Download CSV Report

  3. Filter Your Results

  4. View Key Performance Indicators (KPIs)

  5. View Campaign Chart Data

  6. Change the Chart Visualization


4. Navigate to Different Key Performance Idicators (KPIs) and Medium Stats

The sub-navigation menu bar provides links to:

  • Overview: Overview of your campaign’s performance.

  • Mediums: Enabled only when the campaign included an Email or SMS send. Provides a count of the sends that were Delivered for each medium.
    Note, only one medium is ever associated with a campaign at a time.

5. Download CSV Report

You can download the visible report as a comma-separated values (CSV) file to perform your own reporting or view the raw data for further analysis. Learn more about Download CSV Reports.

6. Filter Your Results

In the Campaign specific report, the filter options are:

  • Month: Default month is set to the most recent month the campaign was/is active. You may select any month in the past, dating back to the start of your campaign. Any purchase, visit, or member event data will be filtered to the data associated with your selection.

  • Store Locations: Select one or more of your active store locations. Note, any purchase or visit data will be filtered to the data associated with your selection.

Purchase, visit, and offer usage data is attributed to the local store time where the event took place. Whereas, any member profile data – such as their first association with your brand will be based in Coordinated Universal Time (UTC).

7. View Key Performance Indicators (KPIs)

  • Conversions: The total number of members and non-members who met the campaign criteria, indicating the overall effectiveness of the campaign in driving engagement.

  • Members Converted: The number of existing members who utilized the campaign offer, highlighting the campaign's success in activating and retaining loyal customers.

  • Member Sales: The total revenue by members who redeemed the campaign offer. For SMS or Email campaigns, member sales attribution considers purchases made within two weeks of receiving the SMS or Email, providing a clear link between campaign outreach and customer spending behavior.

8. View Campaign Chart Data

On the top left of the chart module, you can select to show “Conversions”, “Members Converted, or “Member Sales” trends or changes over a month’s period of time.

9. Change the Chart Visualization

On the top left of the Chart module, you can change your chart visualization to:

  • Line Chart: A graphical representation of the data over time using lines to show trends.

  • Time-of-Day Heat Map: A heat map that displays the data based on the day of the week and time of day, with varying colors indicating different levels of activity.

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