Dashboards - Marketing Overview

Marketing Dashboard Analytics Overview

This article will guide you through Patch’s Marketing Dashboard Analytics. Having a real-time pulse on your marketing efforts will help you better make decisions and optimize your marketing for the best return on investment. Patch tracks everything from Clicks, Opens, Conversions, Opt-Outs, and more across all of your channels including Automations, Blasts, and Messenger.

Conversions By Channel

Features

• Date Picker
• Bar Graph
• Metrics
• Refresh Button
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Orders card

Bar Graph

This chart includes daily conversion activity in a bar graph style chart to help visualize the most active days for conversions for all your marketing channels used by your business. Each bar represents one day and all channels with conversions for that day which helps to see trends in conversion activity over time. 

To see the total number of orders for an individual date hover over the chart for the desired date.

Metrics (below chart)

Messenger

Total number of conversions that occurred as a direct result of messenger conversations and the resulting revenue generated on purchase amounts or AOV.

SMS Blasts

Total number of conversions that occurred as a direct result of SMS Blasts and the resulting revenue generated on purchase amounts or AOV. To find a complete list of Blasts that are categorized as SMS Blasts navigate to the Blasts page and filter the data table for the SMS channel with the Select Channel dropdown selector on the top right hand corner.

MMS Blasts

Total number of conversions that occurred as a direct result of MMS Blasts and the resulting revenue generated on purchase amounts or AOV. To find a complete list of Blasts that are categorized as MMS Blasts navigate to the Blasts page and filter the data table for the MMS channel with the Select Channel dropdown selector on the top right-hand corner.

Email Blasts

Total number of conversions that occurred as a direct result of Email Blasts and the resulting revenue generated on purchase amounts or AOV. To find a complete list of Blasts that are categorized as Email Blasts navigate to the Blasts page and filter the data table for the Email channel with the Select Channel dropdown selector on the top right-hand corner.

Automations

Total number of conversions that occurred as a direct result of Automations and the resulting revenue generated on purchase amounts or AOV. To find a complete list of Automations and additional statistics navigate to the Automations page.

Refresh Button (bottom left)

Use this button to refresh the data within the Conversions By Channel Card.

 

Change in Subscribers Card

Features

• Date Range selector
• Bar Chart
• Metrics
• Refresh button to access the most up to date information
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Change In Subscribers card.

Bar Chart (right)

This bar chart is designed to help visualize where your subscribers bucket is leaking. Each bar represents one day of data to help compare the changes in the subgroups of subscribers over time. From a glance, you can see which subscriber groups are the most common and how each group compares to another. 

Groups include New SMS and Email Subscribers and Lost SMS and Email Subscribers.

Metrics (left)

These metrics directly correlate with the data in the bar chart to the right. They are a summation of all the days within the date range for a higher-level look at your change in subscribers as compared to the bar chart.

New SMS Subscribers

The total number of contacts who opted into SMS messaging during the date range selected.

New Email Subscribers

The total number of contacts who opted into Email messaging during the date range selected.

Lost SMS Subscribers

The total number of contacts who opted out of SMS messaging during the date range selected.

Lost Email Subscribers

The total number of contacts who opted out of SMS messaging during the date range selected.

Net Gain/Loss SMS

The total number of new SMS opt-ins minus the total number of SMS opt-outs during the date range selected.

Net Gain/Loss Email

The total number of new Email opt-ins minus the total number of Email opt-outs during the date range selected.

Refresh Button (bottom left)

Use this button to refresh the data within the Change In Subscribers Card.

 

Top Performing Blasts

Features

• Date Range selector
• Data Table
• Metrics
• Refresh button to access the most up-to-date information
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Top Performing Blasts card.

Data Table

This data table compares your top 5 performing Blasts and their most relevant metrics in order to measure and compare their performance with other Blasts. To see a complete list of your Blasts navigate to the Blasts page where you can sort by other data points. 

Metrics included in the data table explained:

Channel

The channel from which the blast was sent. Channels include SMS, MMS, and Email.

Date

The date the Blast was sent.

Total Sent

The total number of messages that were sent from the Blast.

Click Rate

The total number of messages clicked divided by the total number of messages sent.

Opt-Out Rate

Total number of contacts who opted out from this message divided by total number of sent messages.

Conversions

The total number of completed purchases that occurred within 7 days of sending this message.

Revenue

The sum of all purchase amounts from conversions associated with this message. If the purchase amount is unavailable then AOV will be used instead.

Refresh Button (bottom left)

Use this button to refresh the data within the Top Performing Blast Card.

 

Top Performing Automations

Features

• Date Range selector
• Data Table
• Metrics
• Refresh button to access the most up to date information
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Top Performing Automations card.

Data Table

This data table compares your top 5 performing Automations and their most relevant metrics in order to measure and compare their performance with other Automations. To see a complete list of your Automations navigate to the Automations page where you can sort by other data points and view additional metrics. 

Metrics included in the data table explained:

Date

The date the Blast was sent.

Total Sent

The total number of messages that were sent from the Blast.

Click Rate

The total number of messages clicked divided by the total number of messages sent.

Opt-Out Rate

Total number of contacts who opted out from this message divided by total number of sent messages.

Conversions

The total number of completed purchases that occurred within 7 days of sending this message.

Revenue

The sum of all purchase amounts from conversions associated with this message. If the purchase amount is unavailable then AOV will be used instead.

Refresh Button (bottom left)

Use this button to refresh the data within the Conversions By Channel Card.

 

Messages By Channel Card

Features

• Date Range selector

• Pie Chart

• Refresh button to access the most up to date information
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Messages By Channel card.

Pie Chart

The pie chart helps you visualize all message channels as a whole and how each channel contributes to the whole picture. 

Refresh Button (bottom left)

Use this button to refresh the data within the  Messages By Channel Card.

 

Messaging Performance By Channel Card

Features

• Date Range selector

• Data Table

• Refresh button to access the most up to date information
  
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Messaging Performance By Channel Card.

Data Table

This data table compares your messaging channels and their important metrics.

Metrics included in the data table explained:

Total Sent

The total number of messages sent by the channel for the date range selected.

Click-Through Rate

The number of clicks that your message received divided by the number of messages sent.

Opt-Out Rate

The total number of opt-outs divided by the total number of messages sent.

Refresh Button (bottom left)

Use this button to refresh the data within the Messaging Performance By Channel Card.

 

Leads

Features

• Date Range selector

• Data Table

• Metrics

• Refresh button to access the most up to date information

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Leads Card.

Bar Chart

This bar chart helps compare New Leads and Leads Converted to customers.

Metrics included in the bar chart explained:

New Leads

The total number of contacts added to your database who have yet to make a purchase within the date range selected. Note: Newly created contacts that make a purchase within 3 hours of being added do not count as a lead.

Leads Converted To Customers

The total number of leads who were added to your database and went on to make a purchase within the date range selected.

Metrics

All-Time Outstanding Leads

The total number of Leads in your database that have yet to make a purchase. Newly created contacts that make a purchase within 3 hours of being added do not count as a lead.

Refresh Button (bottom left)

Use this button to refresh the data within the Leads Card.

 

All Time Subscribers

Features

• Horizontal Bar Chart

• Metrics

• Refresh button to access the most up to date information
  
  

Horizontal Bar Chart

This horizontal bar chart helps you compare SMS to Email subscriber performance. The data includes the total number of contacts in your database that have opted in to receive messaging divided by the total number of contacts overall.

Metrics included in the bar chart explained:

SMS

• Percentage includes the total number of contacts in your database that have opted in to receive SMS messaging divided by the total number of contacts overall

• Total count of all time SMS Subscribers

Email

• Percentage includes the total number of contacts in your database that have opted in to receive Email messaging divided by the total number of contacts overall.

• Total count of all time Email Subscribers
  

Refresh Button (bottom left)

Use this button to refresh the data within the All Time Subscribers Card.

Contacts

New Contacts Added by Hour of Day

Breaks down the number of contacts added to your database by hour of each day. 

Total Contacts

All contacts in your database. (note this will include contacts deleted during the current billing month and will fall off the following month)

New Contacts

All newly added contacts within the timeframe selected.

 

Conversion Revenue

Features

• Date Range selector

• Bar Chart

• Metrics

• Refresh button to access the most up to date information
  

Date Range Selector (top right)

Use this menu to update the date range you would like to view within the Conversion Revenue Card.

Bar Chart

This bar chart is designed to help visualize total revenue to revenue attributed to conversions. Each bar represents one day of data to help compare the changes in the subgroups of revenue over time. From a glance you can see which days were better for conversion revenue than others. 

Metrics

Total Revenue

Total dollar amount made from all purchases. If any purchase amount is unavailable, then AOV will be used instead.

Total Conversions

The total number of purchases that were made within 7 days of receiving communication from a channel.

Return Rate Per Customer

Total purchases divided by repeat purchases. Repeat purchases are considered the total number of purchases minus the total number of customers (contacts that have made at least one purchase).

Total Customers

The total number of contacts in your database that have made at least one purchase.

Revenue From Conversions

The dollar amount from all purchases made within 7 days of receiving communication. If the total purchase amount for an order is unavailable, then AOV is used instead.

Refresh Button (bottom left)

Use this button to refresh the data within the Conversion Revenue Card.

 

Wrap Up

Communicate with your customers, analyze their behavior, and monitor your marketing efforts all from one platform. It costs 5-25x more to acquire a new customer than to retain an existing one. Get real-time insights on your marketing campaigns to ensure the highest return on investment.