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6 short steps in your portal

How to check your campaign performance

Three pages in your portal show how your campaigns are doing.

Before you start

Step 1 of 6

1

Start with your warm leads

Open Home in your portal. Your warm leads sit at the top: people who asked about pricing, asked a question or asked to meet.

A sample Home page with numbered pins on the top line, a warm lead card, its tag and See all replies.
  1. Top line your latest reply, total emails sent and how many people opened
  2. Warm lead person who replied, and what they said
  3. Tag what they are asking for: Pricing, Question or Meeting
  4. See all replies every reply in one list

Step 2 of 6

2

Read your numbers on Home

Scroll down to What happened and Your funnel. What happened counts emails, week by week. Your funnel counts people, since your first email.

A sample weekly bar chart and funnel of people reached, opened, clicked and replied, with numbered pins on each part.
  1. 14d, 30d, 90d the period shown: the last 14, 30 or 90 days
  2. Bars emails sent, opened and replied each week
  3. Reached people who received at least one email
  4. Opened people who opened at least one email
  5. Clicked people who clicked a link
  6. Replied people who replied
  7. % line share of the row above: 41% opened means 41 of every 100 people reached opened an email
  8. Meetings people who booked a meeting with you

Step 3 of 6

3

The rest of your Home page

At the bottom of Home, under Also on this page.

Sample cards for website views, your next meeting and emails coming up, with numbered pins on each.
  1. Views how many times your website pages were viewed, by anyone who visited
  2. From your leads how many of your leads were seen on your website
  3. Next meeting the next meeting booked with you: day, time and who
  4. Coming up emails queued to go out, sent in batches within your sending window

Step 4 of 6

4

Read your Campaigns page

Go to Campaigns in your portal. Each row is one campaign. Read it from left to right.

A sample Campaigns table with numbered pins on status, sent, open, click, steps, leads, replied and next send.
  1. Status live: sending now. paused: on hold until resumed. draft: not started yet. archived: no longer sends.
  2. Sent total emails sent to date
  3. Open emails opened, each counted once. Opens that look like email filters are left out.
  4. Click emails with a click on a link, each counted once
  5. Steps number of emails in this campaign
  6. Leads total leads added to this campaign
  7. Replied emails that received a reply
  8. Next send date and time of the next email. Nobody waiting: no lead is waiting for a next email from this campaign.

Step 5 of 6

5

See all your leads

Go to My leads in your portal. The tabs and boxes at the top count your leads for you.

Sample My leads tabs and four count boxes, with numbered pins on each tab and box.
  1. Everyone all your leads
  2. Interested leads who opened at least once
  3. Being emailed leads in a campaign right now
  4. Removed leads taken off your outreach
  5. Visited the site leads who once came to your website through a link in your emails
  6. Total leads how many leads you have
  7. Customers leads marked as won. Click to list them.
  8. Meeting requests leads who asked to meet. Click to list them.
  9. Needs attention leads you cannot email now: failed or opted out, unverified, suppressed by our team, removed from outreach, or with another status

Step 6 of 6

6

Find your most interested leads

Click Interested, then set the sort to Most opens. Each row is one lead, with their own numbers.

A sample list of interested leads with numbered pins on the tab, sort, search box and each column.
  1. Interested show only interested leads
  2. Most opens the leads who opened most go to the top
  3. Search find one lead by email or company
  4. Stage where the lead is now, such as Opened, No answer yet or Unsubscribed
  5. Emails emails you sent them
  6. Opened your emails they opened, each counted once
  7. Replied times they replied
  8. Last email sent the date of your latest email to them

Check Home once a day for new replies. Once a week, look at your Campaigns page and your Interested leads.

Stuck? Send us a screenshot on WhatsApp.