In Performance Analytics & Reporting, multiple aspects of the broadcasts and automations are addressed, including their results and status.

The Platform gathers engagement data that can help you better understand how your audience uses and reacts to your apps and messages. Use the Platform’s Performance Analytics and Real-Time Data collection to interpret that data and learn how to best interact with your users.

The platform provides access to engagement data via:

• Dashboard Reports: Reports for each message delivered. It provides flexible and interactive dashboards with 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. Furthermore, 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.

It is divided into two tabs, one for each group of broadcast and automation types, Messaging and Interactive Campaigns tabs. Each tab offers filters, the possibility to create new broadcasts and automations, and displays cards in the main section of the pane.

Filters

Each tab offers three filters:

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

Each of the filters works in the context of the tab in which they are offered and can be used together to get to specific broadcast and automation for a specific date range, type, and status.

Date Range Filter

This is the general Date Range Filter offered throughout the platform that allows you to narrow down the display to specific dates.

The Show Date Range Filter is used in multiple sections of the UI, and in all instances, it is used with the same purpose, to filter the displayed data in the section to the selected date range. Only data generated within the selected range in the Show filter will be displayed.

Selecting it yields several predefined date range options and a two-month calendar, as shown in the following figure.

Narrow down the data to be displayed in any given section of the UI by selecting either one of the eight predefined options, selecting all records since the beginning of time, or selecting from the calendar a custom range by choosing the start and end dates that you are interested in and clicking on 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 filter View by Status is also a context-dependent filter with similar behavior as the Campaign Type filter, as it displays the possible states that a broadcast and automation can be in, depending on whether it’s a Broadcast or an Automation. The image below shows the possible states that broadcasts and automations can be found in, with Broadcasts on the left and Automations on the right.

Broadcasts Status

As it was shown before, depending on where a Messaging (SMS, Email, WhatsApp, RCS) broadcast is, in relation to the delivery process, it can be in any of these four states:

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

  Once a broadcast has been completed, you can view the delivery metrics and analytics by selecting Report on the right side of 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

  Clicking on Details of the Scheduled broadcasts card will result in a redirect to the Details window for this broadcast, where you can change its Scheduled Delivery Date or delete it.

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

  Clicking on Details of the Pending broadcast card will result in a redirect to the Details window, where you can change its Pending status or delete it.

These States are reflected on the Broadcast Cards as shown in the example below.

Broadcast Card Elements

Using the figure that follows as a guide, each card is organized, from left to right:

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

The other possibility offered by the broadcast cards is to review the Details of a broadcast, which applies to all broadcasts except for completed broadcasts. 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. Select from the following list to view the details of each messaging broadcast report.

• WhatsApp Report
• SMS Report
• Email Report
• RCS Report

Automations Status

There are six statuses that an automation can be in. Through View by Status, you can select any of the possible states, and the platform will display only automation in that state. Reiterating, they are:

• 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.

These States are reflected on the Automation Cards as shown in the example below.

As was the case for the automation card structure follows the same format.

Automations Analytics & Reporting

The Automations Analytics & Reporting section provides a comprehensive overview of how your automations are performing across the platform. These reports are designed to help you evaluate audience engagement, monitor participation, and gain insights into effectiveness across various delivery channels like SMS, Email, WhatsApp, and RCS.

Unlike broadcast reports, which are based on the channel type, automation reports are composed of elements that capture the relevant information the platform gathers for a given automation.

Deleting Broadcasts & Automations

The automations can only be deleted under specific conditions. Follow the guidelines below to understand 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

To delete a broadcast or automation, make sure it meets the eligibility requirements: it must be in "Draft" status and have no interactions or data associated with it.

In this example, we will go through the steps to delete an automation (these same steps also 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. This action will remove the automation permanently, as long as it meets the deletion requirements.