Analyzing SMS Overview
How to analyze the collective impact of all your SMS campaigns to gain valuable insights into user-channel interactions
Once you have launched a few SMS campaigns through the channel or journeys, you will be able to analyze their collective impact on user engagement, conversions, and revenue through SMS Overview.
What Kind of Data is Shown Here?
You will see cumulative stats based on user-campaign interactions that occur within the selected time frame.
How to Access
As shown below, this section can be accessed from the central hub of SMS by selecting Overview from the navigation bar.
So without much ado, let's dig in!
Define the Time Frame of Analysis
By default, SMS Overview shows you the overall impact of all the SMS campaigns for the Last 7 days against key performance indicators like Clicks, Conversions, Revenue, Deliveries, Failures and so on.
As shown above, using the filter placed on the top right, you can choose to analyze the channel's performance for the following durations:
- Yesterday
- Last 7 Days
- Last 30 Days
How to Analyze
Now, let's show you how you can analyze _SMS Overview _to gain valuable insights into the channel's impact on user engagement, conversions, and revenue.
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You can analyze the collective impact of all In-app campaigns by scheduling reports for your entire team! Head over to Settings> Scheduled Reports in your dashboard to set it up.
Overview
This section provides a comprehensive overview of the channel's performance against broad metrics like Channel Reachability, New Subscribers, Users Engaged and Total Revenue generated.
Let's go over each card:
Reachability
Reachability is a measure of whether or not a user can be reached through the various channels of engagement. Thus, this card indicates the number of users that can be engaged via SMS Notifications, at present.
- Reachability Percentage: As highlighted in the visual above, the SMS reachability of your entire user base is also indicated as a percentage value, helping you gauge the viability of leveraging this channel to engage all your users.
Please Note
Channel reachability is calculated over the entire lifetime of your users and is updated daily to factor in the reachability of new users and the changing channel preferences of existing users. For the same reason, Reachability cannot be analyzed for a particular time frame.
New Subscribers
All users who have shared a phone number on your app or website within the selected time frame, are considered towards the total number of New Subscribes.
Users Engaged
Indicates unique users that have received at least one SMS campaign within the selected time frame. If a user receives multiple SMS messages, then they will be counted towards the total number of Users Engaged only once to avoid double counting.
Revenue
Indicates a sum of the revenue generated by the Total Conversions tracked for all the SMS campaigns within the selected time frame.
Revenue numbers are always shown in the currency selected by you while setting up Revenue Mapping.
Please Note
If you have not specified a Conversion Event for a campaign while creating it, or if the specified Conversion Event is not mapped as a Revenue Event, then Revenue will not be tracked for it. Detailed read on how Revenue Tracking works.
Tags
Tags help you organize your campaigns and access them quickly. The below shows the tag-based performance per campaign.
As you can see, the tag quote recovery
performed the best, followed by the retargeting
tag.
Control Group report
This section indicates overall campaign performance v/s control groups for the campaigns where either Universal or Custom control groups have been added.
Based on the 'Conversions' in your Target Group (users who were not part of the CG) and the selected Control Group, you will be able to see the overall Uplift (or downlift) that your campaigns are having. Conversion Uplift is calculated using this formula:
Conversion Uplift = [(Unique Conversion Rate of TG/ Unique Conversion Rate of CG) x 100] - 100
In addition to conversion uplift, you can also calculate the revenue increment through Revenue and Order Uplift.
Formula to calculate Revenue Uplift :
- CG projected total revenue = CG(Total Revenue / Total Sent Count) X TG Total Sent Count
- Revenue Uplift (absolute value) = [TG Revenue - CG Revenue (Projected to TG Volume)]
- Revenue Uplift %= [TG Revenue / CG Revenue (Projected to TG Volume) X 100] - 100
Formula to calculate Order Uplift
- Order Uplift (absolute value)= (TG Order Rate - CG Order Rate) X TG Total Sent Count
- Order Uplift % = (TG Order Rate / CG Order Rate X 100) - 100
Please Note
Control Group report is Visible only when you have created a Universal Control Group or Custom Control Group. Click here to learn how to create one.
Campaigns in which a conversion event is added and selected control group is attached along are only taken into consideration for this analysis.
Campaign Comparison
The most insightful section of SMS Overview, Campaign Comparison helps you analyze the collective impact of all your campaigns and identify trends of user-channel interactions against key metrics, split by campaign types.
As highlighted below, this section has been divided into two subsections to facilitate multi-dimensional analysis:
By default, Campaign Comparison shows you the overall performance of all SMS campaigns for the selected time frame. You can further customize the data by selecting a campaign type.
Here's how you can go about it:
Select a Campaign Type
As discussed under Campaigns and Its Types, messages sent through the various channels of engagement are called campaigns and can be of the following types: One-Time, Triggered, Recurring, Transactional, Journey, and Relay.
Using the navigation bar highlighted above, you can select a campaign type to narrow down the scope of analysis.
The following options can be selected here:
All: The default option selected here, it helps you analyze the channel's performance on the basis of all types of campaigns sent through it.
One-time: Helps you analyze the channel's performance only on the basis of its one-time campaigns.
Triggered: Helps you analyze the channel's performance only on the basis of its triggered campaigns.
Recurring: Helps you analyze the channel's performance only on the basis of its recurring campaigns.
Transactional: Helps you analyze the channel's performance only on the basis of its transactional campaigns.
Journey: Helps you analyze the channel's performance only on the basis of its journey campaigns.
Relay: Helps you analyze the channel's performance only the basis of its relay campaigns.
Now let's get you acquainted with each subsection:
Top Panel
Here you can analyze the performance of SMS as a channel against broad metrics and collect valuable insights.
Analyzing Channel Performance
In the visual above, we have analyzed all Journey campaigns sent through the channel over the Last 30 Days. We can see that 15 Campaigns were sent to all users out of which 0.01% users converted (Unique Conversions), contributing Rs 448K in Revenue.
Such insights not only help you gauge ROI but also help determine the viability of engaging users through the channel in the long run.
Let's quickly go over the performance indicator shown here:
Campaigns: Indicates the total number of campaigns sent within the selected time frame for the chosen campaign type.
Users Engaged: Indicates unique users that received at least one SMS campaign within the selected time frame for the chosen campaign type.
Delivered: Indicates the total number of campaigns delivered to all users within the selected time frame, for the chosen campaign type. It includes multiple campaign deliveries to a user, and is thus, significantly higher than the number of Users Engaged.
Unique Clicks: Calculated against Delivered messages, it indicates the percentage of users that have clicked on a link included in an SMS campaign within the selected time frame for the chosen campaign type.
Unique Conversions: Calculated against Delivered messages, it indicates the percentage of users that have performed the Conversion Event of an SMS campaign within its Conversion Deadline, in the selected time frame, for the chosen campaign type.
Revenue: Indicates a sum of the Revenue generated by the Total Conversions tracked for all the SMS campaigns within the selected time frame, for the chosen campaign type. Detailed read on how revenue tracking works.
Related Read
Please refer to Campaign and Channel Performance Indicators for a comprehensive list of all the metrics tracked for SMS campaigns.
Select a Data Format (Optional)
Using the overflow menu highlighted below, you can choose to analyze Clicks and Conversions as a numerical value (by selecting #), or as a percentage value (by selecting %).
Graph
Here you can analyze the correlation between (Campaign) Deliveries, (Unique) Clicks and (Unique) Conversions as trend graphs, split by days, for the selected time frame and campaign type.
Similarly, you can analyze the performance of all your _One-time, Recurring, Triggered and _Journey* campaigns, individually, to assess what works the best for your users.
Select the Format of Visualization (Optional)
Lastly, while the default format of visualization is a Line Graph, using the overflow menu highlighted below, you can choose to analyze data as a Bar Graph.
Why do I see 'No Data to Display' in this section?
The message indicates that campaigns of the selected type do not exist. This usually occurs if:
- The campaigns were deleted
- No campaigns were sent within the selected time frame
- No data was tracked for the selected campaign type within the chosen time frame
For example, let's say that you select One-time as the campaign type and choose to analyze the user-channel interactions that occurred Yesterday.
However, instead of data, you are shown No Data to Display. This means that no data was collected for One-time SMS campaigns within the selected time frame.
Delivery Failure Trends
This section helps you analyze campaign failure trends for the selected duration against days, the number of devices and the reasons for failure.
Related Read
Here's a complete list of all the reasons due to which an SMS campaign could fail to get delivered to your users.
Engagement Trends
This section helps you analyze user engagement trends for all SMS campaigns against the most crucial performance indicators - Clicks and Conversions.
We will need to dig deeper into all the SMS campaigns sent on Sundays and Wednesdays to fully understand all the factors contributing to the high Clicks and Conversions.
Now, let's get you acquainted with the various metrics shown here:
Clicks Against Days and Time: Indicates Unique Click trends for each day of the week against the following durations, for the selected time frame:
- 12 am to 4 am
- 4 am to 8 am
- 8 am to 12 pm
- 12 pm to 4 pm
- 4 pm to 8 pm
- 8 pm to 12 am
Clicks against Device Type: Indicates Unique Click trends for the selected time frame, as per the devices (mobile, tablet, desktop) on which the users received your SMS campaign.
Conversions Against Days and Time: Indicates Unique Conversion trends for each day of the week against the following durations, for the selected time frame:
- 12 am to 4 am
- 4 am to 8 am
- 8 am to 12 pm
- 12 pm to 4 pm
- 4 pm to 8 pm
- 8 pm to 12 am
Related Read
Please refer to Campaign and Channel Performance Indicators for a complete list of all the metrics tracked for SMS campaigns.
We hope this gives you a good idea of how you can analyze the collective impact of all your SMS campaigns on driving user engagement and revenue. Please feel free to drop in a few lines at [email protected] if you have any queries. We're always just an email away!
Updated 8 months ago