How to Monitor and Improve Your Campaigns

Monitoring your campaigns is essential to ensuring they perform as expected and to making data-driven decisions for improvement. Whether you're tracking your own success or monitoring your team's performance, this guide explains how to track campaign performance, understand key metrics, and optimize your campaigns over time to achieve your goals, maximize engagement, and ensure you are using the most effective outreach strategies to drive the highest ROI.

Why Monitor Your Campaigns?

Regularly tracking campaign performance helps you:

• Maximize your campaign effectiveness by implementing the most strategic outreach methods to drive the highest ROI.
• Identify successful messaging strategies.
• Improve engagement and reply rates.
• Optimize targeting and outreach efforts.
• Resolve issues affecting message delivery.

Step 1: Navigate to the Campaign Metrics Page

To begin monitoring your campaign performance, navigate to the Campaign Metrics page. This page provides an overview of all your active, completed, or paused campaigns and their statuses. Here's what you'll see:

Campaign Statuses

• Active – Messages are still being sent to contacts.
• Completed – All contacts have received their expected messages.
• Cancelled/Paused – The campaign was manually stopped.

Within this page, there are three key views to help you track performance:

1.1 Contacts Metrics

The Contacts Metrics section breaks down the statuses of individual contacts:

1. Pending – Contacts awaiting their first message.
2. In Progress – Contacts who have received at least one message but are due for more.
3. Paused – Contacts manually paused.
4. Received – Contacts who received all messages or replied, stopping further outreach.
5. Replied – Contacts who responded, providing an opportunity for follow-up.
6. Reply Rate – The percentage of contacts who responded, indicating engagement levels.
7. Meetings – The number of meetings scheduled through the campaign (requires Google Calendar integration).
8. Failed – Issues encountered when sending messages (refer to the campaign error log for details).
9. Excluded – Contacts filtered out based on campaign criteria.
10. Total – The total number of contacts in the campaign.
11. Telegram Groups Created – Tracks the number of groups created due to the campaign (for Telegram-specific campaigns).

1.2 Company Metrics

The Company Metrics view aggregates data by company, showing the highest engagement status among all contacts within a company. A company is marked as Replied if at least one contact has responded.

To find the status of each company:

• Hover over the campaign name and select Manage to see the breakdown.

1.3 Pipeline Metrics

The Pipeline Metrics view shows the breakdown of companies based on lifecycle stage status, allowing you to track the campaign's impact on business outcomes.

Step 2: Dive into the Campaign Management Page

Next, go to the Campaign Management page to get a deeper look at individual contact statuses and campaign performance. Here’s what you’ll find:

• A breakdown of individual contact statuses by campaign and sequence.
• Reasons for failed or excluded contacts.
• Pause reasons for any paused contacts.
• The last sent message in the campaign.
• The first reply message from a contact in the campaign.

You'll also see the Reply Funnel, which automatically categorizes responses into:

• Interested – Contact expressed interest.
• Not Interested – Contact declined further engagement.
• Later – Contact requested a follow-up at a later time.
• Referral – Contact provided details of another person to reach out to.
• Unknown – Response intent was unclear.

Step 3: Use the Campaign Analytics Page

For a more detailed analysis, head over to the Campaign Analytics page. 

To find it, expand the Reports section in the left menu and select Campaign Analytics. 

Here’s how you can leverage this tool:

• Filter campaigns by owner, campaign name, or date range.
• View key performance metrics at the top, including:
  • Number of outreached contacts.
  • Number of contacts who replied.
  • Reply rate (replies divided by outreach contacts).
  • Four-week moving average reply rate (to track trends over time).
• Compare different campaign messages at the bottom table to determine which variations are performing best and optimize future outreach accordingly.

Step 4: Best Practices for Campaign Monitoring

To ensure continuous improvement and high performance, follow these best practices:

• Check Performance Regularly: Schedule periodic reviews of campaign metrics to make timely adjustments.
• Test and Iterate: A/B test different messaging styles and outreach sequences to improve engagement.
• Leverage Analytics: Use campaign analytics data to refine your approach and maximize results.

Step 5: Best Practices - Take Action to Improve Your Campaigns

Now that you've reviewed your campaign data, it’s time to make data-driven improvements. Here’s what you can do:

1. Analyze Reply Rates – Use the Campaign Analytics page to spot trends and adjust messaging strategies accordingly.
2. Monitor Message Performance – Identify which messages yield the highest reply rates and replicate their success.
3. Refine Targeting – Go back to the Campaign Management page to review contact engagement and fine-tune campaign filters.
4. Resolve Failures – Check the error logs frequently to troubleshoot and fix failed messages.
5. Optimize Messaging Sequences – Use the Reply Funnel to craft personalized follow-up strategies that convert leads more effectively.

Additional Tips

For more insights and strategies to enhance your campaigns, check out our blog. We share best practices and real-world success stories to help you optimize your outreach.

Need Help?

If you have any questions or need assistance, feel free to reach out to our support team. We’re here to help you get the most out of your campaigns!