Overview

Reporting provides users with email reporting metrics at the flow level alongside conversion and revenue data. Reports will allow you to easily compare performance across different campaigns Reporting is currently only available for SendGrid campaigns. Reports are available for export to CSV.

How to Use Reports

Configure a report

Navigate to Reports under the right hand side menu. Note: you must be a Sendgrid user to have Reports enabled.

To create a new report, click create new report located on the top right of the page.

To start creating a report, input a name. Next, select a frequency for the report. This will determine how frequently the report will be generated. The options are: daily, weekly, quarterly, monthly, annually, or custom. Custom reports will only be generated once.

Next, you have the option to select a conversion goal. If you have no conversion goals available, please reach out to your Simon Customer Success team for help.

If a conversion goal is selected, you will then be prompted to select an attribution type and window. Attribution can be tracked by the last click or last open.

Export a report

Once a report is created, you can export the most recent version from the reports homepage or you can double click into a report name. From here, you can choose a historical report. After export is hit, you can find the report in your inbox in several seconds.

Reports can be configured after creation at any time by navigating back to the report page.

Available Fields

Field

Description

flow_id

Flow identifier

flow_name

Flow name

variant

Variant name - this field will be empty if no variant is configured

journey_name

Journey name - this field will be empty if the flow is not apart of a journey

status

Status of the flow at the time report was generated. Possible values are: live, stopped and archived

launch_date

Date the flow was launched.
Example: 2019-03-25

flow_type

Category of flow - possible values are: onetime, triggered and event_triggered.

bounces (available upon request)

Number of emails that bounced during the selected time period.

Field needs to be configured to be present. Contact your account manager to enable this field.

deliveries

Number of emails that were delivered for a given flow or flow variant in the selected time period.

total_opens

Number of times emails delivered during the selected time period were opened. If a user opens an email multiple times, the total_opens will be incremented multiple times.

distinct_opens

Number of times emails delivered during the selected time period were opened by a unique user.

open_rate`

Distinct opens / deliveries

total_clicks

Number of times the links in emails delivered during the selected time period were clicked.

If a user clicks on an email link multiple times, the total_clicks will be incremented multiple times.

distinct_clicks

Number of times the links in emails delivered during the selected time period were clicked by a unique user.

click_rate

Distinct clicks / distinct opens

total_unsubscribes (available upon request)

Number of unsubscribes among people who were sent the email in the selected time period.

Field needs to be configured to be present. Contact your account manager to enable the unsubscribe field.

unsubscribe_rate (available upon request)

Total_unsubscribes / distinct_opens

attributed_conversions (available upon request)

Number of conversions for the specific user in the time period after email open/send.

Select the conversion goal when you create the report. If you don’t have any conversion goals setup, contact your account manager. When no conversion goal is specified - this field and all the fields below will be absent from the CSV report.

conversion_rate (available upon request)

If attribution model is opens:
attributed_conversions / distinct_opens

If attribution model is clicks:
attributed_conversions / distinct_clicks

total_order_amount (available upon request)

Total revenue generated. For this field to be present the specified conversion goal needs to have a revenue column attached to it.

Name of the field may differ depending on the name of the revenue column, but always starts with ‘total_’.


Did this page help you?