Automated email campaign performance reports

Take your email performance tracking to the next level using the data context Jinjava tag. Automate the delivery of a detailed weekly report summarizing key metrics from your sent email campaigns, ensuring you stay informed and can take timely action.

An alert can be sent through any channel, for example as an email, SMS or to an external tool such as Microsoft Teams or Slack. This particular use case shows how to send once a week an alert with data referencing email performance in the form of an email. To streamline implementation, a ready-made email template is included for a quick setup.

Prerequisites

• Implement a tracking code.
• Configure email account.

Process

In this use case, you will go through the following steps:

1. Create an email template with the HTML block with accurate Jinjava tag.
2. Create a workflow sending the notification.

Create an email template

You can use a ready-made template with an HTML block (available on the Synerise Demo workspace) that inserts the data you want to send in a table format. Just copy it and edit according to your needs.

1. Click the table in the template, and then Configure on the right panel.

   

2. You can provide the name of the node and change the colors of the table in the configuration.

3. Click Next.

4. Edit the template according to your needs.

5. Click Save as.

6. On the pop-up, you can change the name and select the folder where the template will be saved.
   Result: The template is saved in the selected folder.

Create a workflow

In this part of the process, prepare a workflow that sends an email message with a weekly report summarizing the key statistics of your sent email campaigns.

1. Go to Automation > Workflows > New workflow.
2. Enter the name of the workflow.

Define the trigger node

At this stage, we will configure the conditions that launch the workflow. We will create a scheduled workflow, that starts every week on Monday at 9:45 A.M.

1. As the first node of the workflow, add Scheduled Run. In the configuration of the node:
   1. In the Run trigger section, leave the default all time option.
   2. In the Repeat runs section, choose suitable timezone.
   3. To launch the workflow every week at the defined time, click the Every week tab below.
   4. Select the desired day, in our case Monday.
   5. Click Add time and set it according to your needs, in our case to 9:45.
   6. Confirm by clicking Apply.

Configure the Get Statistics Node

As the next node, choose Get Statistics to retrieve email campaign statistics from a specified time range.

1. Click Then and add the Get statistic node. In the configuration of the node:

   1. Select the By time range tab.
   2. From the Campaign type dropdown list, select Email.
   3. In the Set time range field, select the time range from which you would like to export the statistics. In our case, in the Relative time range section, select the Last week option.
   4. The default setting includes statistics exclusively for campaigns sent through the Communication module. If you also want to include statistics for campaigns launched through the Automation module, enable the Include automation statistics option. If this option is selected, the output will include campaigns set up by Automation that meet one of the following criteria:
      • the date of creation is within the indicated time range,
      • at least one sending event has occurred in the indicated time range.
   5. Optionally, if you want to export variants of one campaign as separate records, enable the Breakdown by variants toggle.
   Note: By default, if statistics of a campaign selected for export contains more than one version (due to A/B testing), the statistics for each variant are a single aggregated record.
   
   Campaign statistics data retrieved through the Get Statistics node before sending can be transformed to better align their format with specific requirements. To simplify building validation rules, you can download sample data in various formats (.csv, .json, .jsonl).

2. Confirm by clicking Apply.

Define the Email Alert Node

1. Click Then and add the Email Alert node. In the configuration of the node:
   1. In the Content section, select the email template created in the previous step and in the Subject field, enter your message subject.
   2. In the Recipient section, use the text field to find recipients or enter an email address to add recipients outside the contact base.
   3. Confirm the selection by clicking Add.
   4. Optionally, you can save the list by clicking Save list. This way you can use this list in the future.
   5. Confirm by clicking Apply.

Add the finishing node

5. Add the End node.
6. In the upper right corner, click Save & Run.

Check the use case set up on the Synerise Demo workspace

You can check the configuration of every element of this process directly in Synerise Demo workspace:

• Configuration of the email template,
• Configuration of the workflow.

If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

Read more

• Automation Inserts
• Creating email templates
• Creating workflows
• Get Statistics node