Home | Campaign Automation | Creating a Campaign Automation Performance Chart

Creating a Campaign Automation Performance Chart

Are you using campaign automations within ClickDimensions and want to be able to show in a chart the performance of the emails within those campaigns? In this article, we will demonstrate one method for doing exactly that.

1. Give your email templates names that will let you order them by the campaign automation step.

We have set up a lead nurturing campaign automation in our training environment for the fictional company, Tomato Gardens. As leads progress through the campaign automation, they will receive a series of emails introducing them to Tomato Gardens and offering recipes, deals and other information, with the end goal of having them attend a farmers market event. We have used the following naming convention for our templates to make it easier to build the campaign automation and report on its performance:

  1. CAB Nurture Email 1
  2. CAB Nurture Email 2
  3. CAB Nurture Email 3

TIP: If your campaign automation has branching paths in it (such as "If the recipient clicks, send template X, and if the recipient does not click, send template Y"), you might consider naming your templates something like "Automation Template: Step 1A" and "Automation Template: Step 1B" (where the 1A is the template they get if they clicked, and 1B is the template they get if they did not).

2. Build a view of email sends with the following criteria:

In the email send entity, you can look up the campaign automation that originated an email send. It is not on the email send form, but you can use it in views and report or add it to the form if you wish.

Using the Edit Columns option in the Advanced Find window, the columns for this view have been laid out like this:

Notice that I have set the view to sort by email template. Since the email templates have names that correspond to the order in which the campaign automation will send them, they will display in the same order as the corresponding campaign automation steps.

3. Add a chart to this view that shows how well each email within the campaign automation is performing in terms of deliveries, opens and clicks.

I then created a CRM chart that will allow us to visualize the performance of the emails from each step of the campaign automation. The chart is set as a bar graph, and will include an item for each of our campaign automation templates showing how many deliveries, opens and clicks it generated. Applying the chart to our view yields the following results:

The nice thing about charts that correspond to views in CRM is that you can drill into them. For example, if I click on the Clicks column (the purple one) for the third template, the view will update to show me just the email sends that have a click. Likewise, I can filter the view to show me just those campaign automation email sends from last month, and the chart will update to show me the deliveries, opens and clicks for my campaign automation from last month.

Written by Rhys Saraceni, ClickDimensions Marketing Success Manager Team Lead

About the Author:

Rhys Saraceni is a Training Developer at ClickDimensions.


  1. Revanth June 10, 2019 at 6:41 am - Reply

    Hi Rhys,

    How can we do the same for unique opens & clicks ?

    Thank you in advance.

    • mm
      ClickDimensions Marketing June 11, 2019 at 12:38 pm - Reply

      Email sends have fields for unique opens and unique clicks, so all you would need to do is choose those fields when creating the chart instead of the standard open and click fields.

Leave A Comment