Activity overview
The activity overview shows mailings for a defined period. The view's information helps you evaluate marketing activities, such as which customer dialogs you have sent, are currently sending, and are about to send. Transactional mails, registration confirmations and running Marketing Automations are also supported.
If your company has subsidiaries, branches, or affiliate companies, you can plan, steer, and control campaigns from your branches and associated companies using the activity overview.
The activity overview display has four areas:
- Area 1. Select one or more clients.
- Area 2. Select the period.
- Area 3. Filter mailings by mail type, media type (marketing channel), and mailing status.
- Area 4. The activity overview shows a content preview of a selected mailing, opens a campaign analysis, switches to the edit window of a selected element or pauses/deactivates a campaign or a mailing.
activity-overview.mdxArea 1: Select client
- Open the Optimizely Campaign menu and select Analytics > Activity Overview. The Activity Overview window opens.
- In the Select Clients list, choose one or more clients to display in the overview.
- The client in which you are logged in is selected. To stop analyzing this client, clear the corresponding check box.
- If you want to select clients of your user account, select the check box on the upper left, in the list header.
activity-overview.mdxArea 2: Select period
To select the period for which to display marketing activities, perform one of the following steps.
- Click a button: last 30 days, last 14 days, last 7 days, current week, next 7 days, next 14 days or next 30 days.
- Select the Start Date and End Date with the date selector.
- Drag the date slide to the desired start and end dates.
Note
Entering a time period has no effect on the action data displayed (openings, clicks, bounces, subscription cancellations) nor on the number of recipients shown in the transactional mail and registration confirmation overviews. The action data displayed and the number of recipients represent the value for the entire time period in which a transactional mail or registration confirmation is, or was, active.
activity-overview.mdxArea 3: Filter mailings and campaigns
To filter for campaigns and messages, media type (marketing channel), or mailing status, perform the following steps:
- Campaigns and Messages. Select mailings or Marketing Automation campaigns.
Tip
Transactional mails include Marketing Automation mailings. To include mailings from Marketing Automation campaigns in the activity overview, check the box next to Transactional Mails.
- Media Types. Select media types to include in the activity overview.
- Mailing Status. Select the mailing statuses to include in the activity overview.
Note
Campaigns with the status activation required will only be shown if they contain a wait node.
activity-overview.mdxArea 4: Open activity overview and other features
If you selected at least one client, mailing type, media type (marketing channel) and mailing status, the activity overview appears in area 4. The activity overview is automatically updated if you change settings in areas 1, 2 or 3.
The following buttons let you perform actions on the overview.
- Preview. Mark the mailing that you want the content preview to show and click Preview.
- Analysis. Mark the campaign for which you want to open the campaign analysis and click Analysis.
- Edit. Mark the element for which you want to open the edit window and click Edit….
Note
This function only applies to mailings that have not been sent yet.
- Pause.
- Smart Campaigns: In the Smart Campaigns Messages overview, select messages in status Sending. Click Pause. Paused mailings can only be restarted in the Smart Campaigns overview of the corresponding client.
Note
Mailings that have not started yet will only be displayed if the corresponding campaign has a Wait- or A/B test node with a send date within the selected time period.
- Marketing Automation: In the Marketing Automation Campaigns overview, select campaigns in status Running. Click Pause. Paused Marketing Automation campaigns can only be restarted in the Marketing Automation overview of the corresponding client.
Note
The time period you selected in area 2 will be ignored when filtering Marketing Automation campaigns.
- Deactivate. In the Smart Campaigns Messages overview, select mailings in status Activated. Click Deactivate.
Note
When deactivating a mailing, the complete campaign the mailing belongs to and all of the campaign's mailings will change status to Activation required. The campaigns can only be reactivated in the Smart Campaigns overview of the corresponding client.