Step-by-Step Guide: Sending Customized Reports in ActiveCampaign

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If you’re using ActiveCampaign for your email marketing, you know it’s a powerful tool. But are you leveraging its full potential? One of its key features is the ability to create and send reports.

But, how do you send an ActiveCampaign report? Don’t worry, it’s not as complicated as you might think. This guide will walk you through the process, step by step.

Overview of ActiveCampaign Reports

ActiveCampaign reports offer comprehensive data on your email marketing efforts. You might be wondering what’s so special about these reports. Well, they provide insights that can truly enhance your marketing strategies.

One great feature of ActiveCampaign reports is the email performance report. Here’s what it generally includes:

  • Email Opens
  • Click Through Rates (CTR)
  • Unsubscribes
  • Bounces
  • Complaints

It doesn’t stop there though. ActiveCampaign reports go beyond these basic metrics. You can check the performance of individual links with the Links Performance report. This helps identify which anchor texts resonate most with your audience.

You also have access to a detailed Contact Growth report. With this, monitoring changes in your contact list size becomes straightforward. Keep an eye on trends that could affect future email campaigns. Factors like new signups, unsubscribes, bounces and list cleaning can be closely monitored.

There’s more. ActiveCampaign reports are adaptable, enabling you to export reports, customize date ranges, and filter according to your needs. Plus, you can schedule these reports, a feature that’ll save loads of time. No need to manually gather data each time. You can receive insights straight into your inbox, as frequently as needed.

They’re also user-friendly. No need to be a data analyst to make sense of your email marketing performance. Results are displayed through clear, easy-to-understand graphs and charts, making data interpretation a breeze.

Now that you’re familiar with the potential of ActiveCampaign reports, the next section will break down how to send one.

Understanding the Different Types of Reports

Before diving into the topic, it’s imperative to have a clear understanding of the various types of reports that ActiveCampaign offers. Equipped with this knowledge, you can make the most effective use of the tool for your email marketing needs.

There are primarily three categories of reports: email performance reports, link performance reports, and contact growth reports.

Email Performance Reports: These reports provide an overview of your campaigns’ success. It gives you a complete perspective on how well your emails are performing, including key performance indicators such as open rates, and click-through rates. With such detailed insight, you can glean what’s working and where adjustments need to be made for improving performance.

Link Performance Reports: This type of report delves a step deeper by closely scrutinizing the individual links within your email campaigns. To ensure that your audience engages with your content, it’s crucial to know which links are being clicked on most. Link performance reports will equip you with this comprehensive data.

Contact Growth Reports: Finally, contact growth reports focus on your audience. They trace growth patterns and progression of your contact list over time. This data can guide you in identifying the optimal time to send out your campaigns. If you aren’t aware of how fast your contact list is growing, you may be unaware of potential opportunities to expand your reach.

These reports are customizable and can be adapted according to your needs. You can choose to export these reports, which will allow for closer examination and analysis on different platforms or devices. Plus, you even have the option to schedule these reports, enabling you to stay on top of your email marketing without it having to be a constant, conscious effort.

Proceeding now to the main point of interest – how to send an ActiveCampaign report.

Accessing the Reports Section

To send a report in ActiveCampaign, you first need to know where to locate them. It’s a straight forward process. The Reports section is your one-stop source to view all your past, present, and future marketing efforts.

To get here, log into your ActiveCampaign account. Once you’re on the home screen, look at the left-hand column. This navigation bar is the core of your ActiveCampaign experience. Just below “Contacts” and “Campaigns,” you should spot “Reports”. It’s often represented by a bar graph icon, which’s pretty hard to miss. Clicking on it will redirect you to the Reports section.

Your screen should now present a spectrum of reports. Sorting through them might seem daunting initially. Fear not. ActiveCampaign has integrated an efficient categorization system that neatly divides the reports into “Email Performance Reports”, “Link Performance Reports”, and “Contact Growth Reports”. These categories were discussed earlier in this article.

By clicking on any report, you get a broad overview of the report’s content. The interface is interactive and easy to navigate, so you won’t waste time searching for what you need. Components of the report such as graphs, tables, and specific data points are clearly labeled. It’s designed to ensure that you’re getting the most out of your email marketing efforts.

It’s important to remember, however, that you need to have permission to access these reports. Some organizations may limit who can view specific reports based on role or department. So, if a report doesn’t show up on your list or seems inaccessible, it’s best to check with your account administrator.

Having successfully navigated to the Reports section, you’re now well on your way in the process of sending an ActiveCampaign report. However, there are a few more steps to take before you can successfully send one. That’s what we’ll focus on in the following sections, familiarizing you not only with how to navigate, but also the nuances of sending a report.

Generating a Report

After grasping the basics of ActiveCampaign’s reporting feature, it’s time to dive into the process of report generation and sending. ActiveCampaign makes it a breeze to generate detailed, informative, and visually appealing reports. Don’t worry about complexity; ActiveCampaign has streamlined the process and you’ll be generating your first report in no time!

To generate a report, directing your attention to the Reports section is the first step. In the main Navigation menu, you’ll find this section. Make sure you’ve the necessary permissions to access and generate the various reports.

At this stage, select the type of report that caters to your requirements. Remember those Email Performance reports, Link Performance reports, and Contact Growth reports mentioned earlier? Here’s when they come into play.

Selecting the desired report will reveal several customizable parameters. These parameters can be adjusted to provide the exact data you’re after. The Filters menu in this context can add significant value. It’s important to understand how these filters work:

  • Date Range: Specify the timeline you’re interested in.
  • Type of Activity: Choose the specific event that you’d like to track. Could be email opens, link clicks, or other actions.
  • Lists and Segments: Delineate specific contact lists or segments for the report.

By adjusting these filters according to your needs, you’ll produce a report that’s highly tailored, containing only relevant information. After setting your parameters, click the “Generate” button. Voila! Your customized report is now ready for view.

Next up in our guide, we’ll touch on how to send this report effectively, ensuring it lands exactly where it needs to! But that is a conversation for another section. Keep in mind that generating a report is not the end of your ActiveCampaign journey; instead, it’s a critical component in understanding your campaign’s performance and creating data-driven strategies.

Customizing Your Report

After you’ve chosen the report type on ActiveCampaign, the next step in your email marketing journey is to customize your report. Remember, this isn’t about merely generating a report. It’s about generating a report that fits your specific needs and delivers crucial insights about your email marketing efforts.

Navigating through ActiveCampaign’s customization interface is straightforward. Here’s a breakdown of how you can shape the information contained in your report.

Filtering Report Data

Implementing filters in your report is a key feature of ActiveCampaign’s customization tools. These filters can range from a specific date range, types of activities, and particular lists or segments. Filters allow you to drill down and focus on certain aspects of your email marketing data.

You’ve got the power to decide which data is relevant and what you’d like to include in your report. By doing so, you’re able to obtain more tailored results.

Setting Report Parameters

After determining your filters, it’s time to set the parameters of your report. This is where you get to instruct ActiveCampaign on exactly what you want the report to contain. You might ask for specific metrics like click-through rate or unsubscribe rate for a given period, or how a specific campaign performed.

Based on your parameters, ActiveCampaign pulls the data and structures it accordingly. The result is a comprehensive report that’s tailored precisely to your requirements.

At this stage, the report is at the ready. Now it’s time to learn the specifics about delivering the report. However, before moving on to the next stage, take a moment to ensure you’ve fine-tuned all aspects of your customized report, to ensure quality and relevance. After that, you’ll be well on your way to understanding how to effectively send your ActiveCampaign report.

Reviewing and Analyzing Your Report

After customizing your report in ActiveCampaign, the next significant step is to review and analyze it. Here, you want to ensure that the data accurately represents your email marketing efforts. And remember, this isn’t just about skimming through the numbers. It’s about understanding the story behind those numbers.

When looking at your report, start by focusing on the key metrics. Track open rates, click rates, bounce rates , and unsubscribe rates . These metrics allow you to assess the performance of your email marketing campaigns better. Open rates tell you about the initial impact and attractivity of your email; the click rates hint at how engaging your content is; bounce rates give a picture of the deliverability of your emails while unsubscribe rates signal customer satisfaction or discontent.

Here’s a summary of what these key metrics show:

Open RateThe initial impact of your email
Click RateThe engaging nature of your content
Bounce RateThe deliverability of your emails
Unsubscribe RateYour customers’ satisfaction levels

Don’t just look at these numbers in isolation though. Look at trends and compare them over time. This way, you can see if your email marketing efforts are improving, or if they are areas you need to work on.

For a deep-dive analysis, ActiveCampaign also lets you segment your data. This means you can break down your audience into smaller subsets based on, for example, their demographics or how they interact with your emails.

Sending Your Report

After analyzing your customized report and gleaning the story the data tells, it’s time to share this invaluable information. The ActiveCampaign platform streamlines this process to get your report in the right hands, at the right time.

To send your report, you’ll start on your campaign overview page. Here you’ll see your list of current campaigns and their respective metrics. Choose the report you want to send then click on the “Report” option. This will take you into your chosen report with all its granular details.

From your report, find and click on the “Send Report” button. ActiveCampaign will provide you with several options on how to send your report. You can either send it now or schedule it for a later date/time based on your preferences or requirements.

Remember, reporting is not just about dropping a heap of data on someone’s lap. It’s about presenting this data in a meaningful and digestible way. Use clear titles and make sure your report is well-structured. Good structure can make data analysis easier and more effective. So make sure you’ve highlighted important figures and trends.

You also have the opportunity to customize your report before sending it. This could mean breaking down data by specific audience demographics, or it may involve highlighting key findings around opens, clicks, bounces, and unsubscriptions trends. By tailoring your report you can make sure that it speaks directly to the needs and interests of its recipient.

Bear in mind, reports in ActiveCampaign are dynamic. This means that the data could change between the time that you send it and when the recipient views it. If you need the report to remain static consider exporting it as a .CSV file.

Grasp the leverage ActiveCampaign provides and make the most of your email marketing efforts. Understanding reports and sharing them effectively aids in achieving your ultimate goal; to continuously improve your campaigns for the better engagement of your audience.


How do I send customized reports in ActiveCampaign?

The article describes a process where you can personalize your reports within ActiveCampaign, tailor them according to the needs of the recipient, and finally send them.

What are some tips suggested for presenting data clearly in a report?

The article underscores the significance of using intuitive titles and maintaining a well-structured report. This approach simplifies data analysis making it highly effective.

Can I customize report content before sending it in ActiveCampaign?

Absolutely! The entire article emphasizes the opportunity to customize metrics and content in the report before sending it to the recipient.

Are the reports in ActiveCampaign dynamic or static?

Reports in ActiveCampaign are fundamentally dynamic. However, if a static report is needed, the article suggests exporting them as .CSV files.

Why is understanding and sharing reports from ActiveCampaign important?

Understanding and sharing reports efficiently is vital as it plays a pivotal role in improving ongoing and future email marketing campaigns.

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