Guides

Broadcasts & Automations Performance

Performance Analytics & Reporting covers multiple aspects of broadcasts and automations, including results and status. The platform gathers engagement data to help you understand how your audience uses and reacts to your messages. You use Performance Analytics and Real-Time Data collection to interpret that data and interact with your users.

The platform provides access to engagement data via:

  • Dashboard Reports: Reports for each message delivered, with flexible and interactive dashboards, clear performance views, and easy customization. Navigation is intuitive and familiar, accessed from within the main Dashboard interface using drop-down menus and tabs.

  • Performance Analytics: Provides access to reports and graphs based on engagement data. Displays engagement data, helping you understand what your customers are doing and which behaviors cause them to take action. You take action on KPIs using the Analytics Hub, time charts, breakdowns, and dashboards.

You access the Performance Reports section through its icon on the Navigation sidebar on the left, as shown in the following figure.

The section includes two tabs: Messaging and Interactive Campaigns. Each tab offers filters and displays broadcast and automation cards in the main pane.

Filters

Each tab offers three filters:

  • Date Range Filter
  • Broadcast and Automation Type
  • View by Status

Each filter works within its tab context. You combine filters to narrow results by date range, type, and status.

Date Range Filter

The Date Range Filter narrows the display to specific dates across the platform.

The Show Date Range Filter appears in multiple UI sections. In all instances, it filters displayed data to the selected date range.

The filter displays several predefined date range options and a two-month calendar, as shown in the following figure.

You narrow the data by selecting one of the eight predefined options, selecting all records, or choosing a custom range from the calendar and clicking OKAY. The result will display only the information that was generated within the selected date range.

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NOTE

Selecting the "All" option will display every record from the beginning of time to the current date. This option is only available when filtering by Broadcasts or Automations.

Campaign Types

Campaign Type is a context-dependent filter that displays the types of broadcasts and automations associated with each tab.

View by Status

The View by Status filter is context-dependent, like Campaign Type. It displays the possible states for broadcasts and automations depending on the type.

Broadcasts Status

A Messaging broadcast moves through four states during the delivery process:

  • Completed - Indicate that all Messages to be sent have been submitted to the Delivery Carrier.

    After a broadcast completes, you view the delivery metrics and analytics by selecting Report on the broadcast card.

  • In Progress - Indicate that Messages are in the process of being sent.

    This status will be displayed in real-time during the submittal of the broadcast and will remain in this state until all the messages of the broadcast are sent.

  • Scheduled - Indicate that their delivery has been specified for a future date

    You select Details on the Scheduled broadcast card to open the Details window. There you change the Scheduled Delivery Date or delete it.

  • Pending - Indicate that it does not have a set delivery date.

    You select Details on the Pending broadcast card to open the Details window. There you change the Pending status or delete it.

The Broadcast Cards show these states, as in the example below.

Broadcast Card Elements

Each card is organized from left to right, as shown in the figure:

On the left end of the card,

  • name given to the broadcast: test
  • platform sending entity: 61e9bb8f4a01ea313002dc2d
  • broadcast type: RCS and
  • platform-generated broadcast ID: 6023

In the middle section of the card,

  • Color Coded Broadcast Status: Completed
  • Creation Date: and time: Feb 9, 2022, 1:07 PM

On the far right of the card, one of two actions can be taken on the broadcast, according to its status. For this example,

  • Action: Report

Broadcast cards also offer a Details action for all broadcasts except completed ones. The information revealed under the Details action varies according to the current status of the broadcast.

Broadcast Analytics & Reporting

Only Broadcasts that are in the Completed state will give access to the broadcast analytics & reporting section. The following links cover each messaging broadcast report.

Automations Status

An automation moves through six possible statuses. You select any state in View by Status. The platform displays only automations in that state.

  • Completed - Completed automations are those whose participation has been closed.
  • Live - Live automations are those that are active for participation and have not reached their end of life. Live automations offer access to interim reports that can be paused for modification.
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    PAUSING LIVE AUTOMATIONS

    To make a change to a Live Automation, it needs to be paused and edited. This is done inside the Report section. A paused automation will be interrupted, so the moment to pause the automation must be according to the scope and need of the change.

    For the case of Automation Combos, where several automations can be associated, the platform will alert what automations will have their state affected if a automation is paused. After the paused automation is brought back to a Live state, the platform will alert what other automations need to be have their states modified.\

  • Processing - Automations in the Processing state are those that are in the stage of preparing and/or submitting the automation details for its proper setup, and neither one of those steps has been fully completed.
  • Scheduled - Scheduled automations are those whose deployment date has been set for a specific date in the future and can only be set in this state at the moment they are defined.
  • Pending - Pending automations are those that have been paused after having been active. A Pending automation state can only be reached from the Live state.
    Within the Details section, it will display the statistics that have been gathered up to the moment of the automation being paused. The statistics shown will be dependent on the type of automation.
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    NOTE

    Depending on the automation selected, different types of metrics and details are offered in the Details section of each automation.

  • Draft - An automation with a Draft status is an automation that was saved at the end of the creation process as a draft, which is the only way an automation can fall into that state.

The Automation Cards show these states, as in the example below.

The automation card follows the same structure as the broadcast card.

Automations Analytics & Reporting

The Automations Analytics & Reporting section provides a comprehensive overview of how your automations are performing across the platform. The reports help you evaluate audience engagement, monitor participation, and measure effectiveness across SMS, Email, WhatsApp, and RCS.

Unlike broadcast reports based on channel type, automation reports capture the relevant information the platform gathers for each automation.

Deleting Broadcasts & Automations

The automations can only be deleted under specific conditions. The guidelines below cover when a broadcast or automation is eligible for deletion:

  1. Interactions: An automation can only be deleted if no one has interacted with it. This means there must be no data (such as engagement metrics or responses) associated with the automation. Once an automation has interactions, it cannot be deleted.
  2. Automation Status: Automation status also plays a crucial role in determining if it can be deleted:
    • Broadcasts or Automations in "Draft" status can be deleted at any time.
    • Automations that are currently in "Live" status cannot be deleted.
    • If an automation was previously set to "Live" and then paused ("Pending status"), it still cannot be deleted, even if there are no interactions.

Summary:

  • Draft Broadcasts and Automations: Can be deleted at any time.
  • Live Automations: Cannot be deleted, even if they are paused and have no interactions.
  • Broadcasts and Automations with Data: Any broadcast or automation with recorded interactions or data generated cannot be deleted.

Steps to Delete a Broadcast or Automation

You delete a broadcast or automation only when it meets the eligibility requirements. It must be in "Draft" status with no interactions or data.

The following steps cover deleting an automation. The same steps apply to broadcasts.

  1. Access the Reports Section: Navigate to the Performance Reports section and select the Interactive campaign tab, where all automations created are listed.

  2. Find a Draft Automation: Look for an automation with the status labeled as Draft.

  3. Open the Automation Report: Once you've located a Draft automation, click on the Details button located next to the automation status. This will open the automation details card and the automation overview.


  4. Delete the Automation: In the automation details view, locate and click the Trash icon to delete the automation. The automation is permanently removed as long as it meets the deletion requirements.