How to Build a Campaign Performance Report

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Overview

The Campaign Performance Report lets you deep dive into campaign-specific engagement and conversion data. We help you get up and running quickly by providing a pre-made report that includes all standard engagement and deliverability metrics neatly grouped by campaign name. Tailor it to your needs by customizing the metrics you want to analyze and focusing that analysis using tags and time range filters.

The Campaign Performance Report can help you answer questions like:

  • How have my product launch campaigns performed over the last year?
  • What does my conversion funnel look like for campaigns sent over the last 90 days compared across different conversion metrics, including attributed site visits, checkouts, and purchases?

In this guide, you will learn more about the Campaign Performance Report, where to find it in Klaviyo, and how to customize it to better serve your business.

Build Your Report

To create a new Campaign Performance Report, click on the Analytics tab and select Custom Reports.

On the Klaviyo Analytics landing page showing Metric, Benchmark, and Custom reporting sections

Then, either browse our library of prebuilt reports or click Create from scratch.

View of Custom Reports list page with buttons at top left to create own report or button at top right to go into the Reports Library

Under Report Type, select Campaign Performance Report from the dropdown, and give your report a name.

Inside a new Custom created report with option to choose type of report on left and ability to name on right

From there, customize your report to best serve your business needs. By default, the report is pre-populated with the standard deliverability and engagement metrics related to your channels in Klaviyo. If you employ both SMS and email, you will see both SMS and email metrics appear.

A view of the Campaign Performance Flow report with the ability to customize by standard Klaviyo deliverability and engagement metrics and and conversion metrics, groupings, and timeframe

Choose what metrics you want to analyze in your report, adding to or removing from the automated selection. If any pre-populated metric is irrelevant to your needs, remove it by clicking the X to the right of the metric’s name. For example, to view only SMS performance, you will need to remove all email metrics. To re-add any of these defaults, simply click within the gray box and reselect them from the dropdown.

You may also add up to 10 conversion metrics in addition to the pre-populated set that comes with the report. This includes both standard conversion metrics (e.g., Placed Order) and conversion rates (e.g., Placed Order Rate) that are attributable to your messaging.

Select + Add Conversion Metric to add these parameters to your analysis.

Inside a Campaign Flow Report showing the ability to add additional Conversion Metrics like Placed Order

Once you have customized your report and added your desired conversion metric, the next step is to decide how you want to analyze those conversion metrics. With the exception of rates, all conversion metrics support two different dropdowns to customize your analysis:

  • Total, Unique, or Value
    You can report on the total number of instances of an event (TOTAL) or the unique number of profiles that performed that event (UNIQUE). If the metric you select has a monetary value associated with it (e.g., Placed Order), you can also report on the value of the events (VALUE).
  • SUM or AVG
    You can choose one of two aggregations: SUM or AVG. SUM shows you the total of all events for your selected metric. For example, if there are two Placed Order events within the timespan you select, both with a $15 value, the VALUE SUM will be $30 and the TOTAL SUM will be 2. AVG shows the average of events that occurred for your metric. For example, if there are two Placed Order events within the timespan you select, both with a value of $15, the average will be $15.

You can add a modifier to group and filter your report by specific values. This allows you to build a more tailored report around your selected metrics, specific to your business needs.

  • +Add Group By
    This option allows you to group values within your report by a specific event property. If you do not group by you will get two rows separating email from SMS. You can choose to either group by Campaign or Campaign (including variations) from the dropdown.

    Inside a Campaign Performance Report, you can open the Group By dropdown to choose how to group metrics like Campaign or Campaign variations

  • Filter By Tags
    The Campaign Performance Report supports filtering by tags. For example, if you only want to view data from your product announcement campaigns, select that tag from the Filter by Tags dropdown menu. You may select multiple tags at once, separated by the AND connector.

    Inside a Campaign Performance Report, you can add additional filter tags by choosing your tags from a dropdown

Customize by Timeframe

Finally, customize the time range of your report so that it only shows the data you care about. To adjust the timeframe, choose your selected time range and grouping from the associated dropdowns. If you have not specified a specific grouping, your data will instead be sorted into two rows: one for email and one for SMS.

Note that, if you opt to include A/B email variations, you will not be able to group the report by time and vice versa.

Inside the Campaign Performance Report, you can customize the timeframe it pulls for date range and how it's grouped

You can adjust the time range to:

  • Today
  • Last 24 Hours
  • Yesterday
  • This Week
  • Last 7 Days
  • Last Week
  • This Month
  • Last 30 Days
  • Last Month
  • This Year
  • Last 90 Days
  • Last 365 Days
  • Last Year
  • Custom

You can also group the data by:

  • Daily
  • Weekly
  • Monthly
  • Yearly

Please note that send times within your Campaign Performance Reports will display in your account's local timezone at the time of the first email send. 

Run and Export Your Report

Once you have customized your Campaign Performance Report to include all of your desired engagement, deliverability, and conversion metrics — as well as timeframes, groupings, and filters — you are ready to run your report.

Click Save & Run Report. This will process your report and save it in your account.

While it may take some time to populate your results, when it is complete you will see a robust summary of your report. Your new report and its results will automatically be saved, so you may navigate away and return to your report from within the Analytics tab at any time.

An example of Results Preview inside the Campaign Performance Report after it has run and returned a preview of some results

When your report is complete, you will see it populated with results and the configuration box will automatically collapse so you can focus on identifying performance trends and opportunities. A timestamp of when the report was last run will appear above your results.

If you wish to export the results of your report for further analysis, click Export.

Schedule Your Reports

You also have the option to schedule a report to auto-run at a specific date and time and be notified via email when your results are ready. This way, you can set up your reports to automatically run and pull data for your review instead of manually exporting them.

Head to our guide on How to Schedule Custom Reports and learn how to set this up for your reports.

Update Report Results

Reports do not automatically refresh; rather, you will need to manually re-run the report to pull updated data. To see when a report was last updated, look at the Last Run timestamp from either the Analytics tab or from within the report itself.

To update your report to display the latest data, reopen it and click Run Report.

In the event that you need to see historical report results from previous runs, go to Custom Reports and click More and then choose View History from the dropdown menu.

On the Custom Analytics list page, clicking on the More dropdown to the right of the analytics name will expose the View History option

This will show all historical runs for your report of interest. To download the historical results of your report, select Export.

After a Custom Report has run, click the Export button in the top right to download and export results

Clone and Rename Reports

If you have an existing report that you would like to copy, use the clone option.

To clone a report, go to Custom Reports and find the report that you want to clone. To the right of the report, click More and then choose Clone Report from the dropdown menu.
On the Custom Reports list page, the button labeled more to the right of a report will open a dropdown when clicked and shown Clone ReportOnce you clone your report, you will see a new report appear at the top of your Custom Reports list named "Copy of your original report name.

On the main Custom Reports list page, an example of a cloned report which will appear at the top of the list

Note that cloned reports do not include scheduling preferences from the original report. If you would like to schedule your copied report to deliver to you on a regular cadence, head to our guide on How to Schedule Custom Reports.

If you would also like to rename your cloned report, navigate to the right of the report and click More, then choose Edit Name from the dropdown menu.

On the Custom Reports list page, the button labeled more to the right of a report will open a dropdown when clicked and shown Rename Report

Rename your report in the modal that appears. Once you have renamed your report, click Save.

When Rename Report is chosen from the More dropdown on the custom reports pages, a modal will appear to allow you to rename report

Additional Resources

 

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