To configure this feature:

1. Ensure Configuring Campaign Manager is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   email_activity__v	R	email_activity__v	sent_email__v event_type__v activity_datetime__v event_msg__v click_url__v approved_document__v vault_doc_name__v client_name__v client_os__v client_type__v device_type__v	Read
   account__v	R	All applicable object types	account_identifier__v external_id__v	Read
   campaign_target__v	R	account__v	target_account__v tlist__v	Read
   sent_email__v	R	campaign__v	campaign_target__v account__v	Read
   user__sys	R	n/a	locale_code__v	Read

To view details about a campaign’s email-based performance, for example, campaigns with Email or Field Email actions, select the Performance tab from the appropriate campaign. This tab displays when the campaign is active.

The following sections display, enabling marketing users to visually monitor certain key metrics about a campaign’s performance.

Campaign Performance Summary

The Campaign Performance Summary displays the following high-level metrics:

• Audience Size – The number of targets in the campaign’s Target List
• Sent Emails – The total number of emails sent for this campaign
• Open Rate – The percentage of emails sent via the campaign that have been opened. Calculated by dividing the total number of opened sent_email__v records associated with the campaign by sent_email__v records associated with the campaign without a status of failed__v.
• Unique Opens – The number of unique recipients who opened the email. For example, one recipient opening the email three times counts as one unique open.
• Click Rate – The click rate of links within the campaign’s email. Calculated by dividing the total number of sent_email__v records associated with the campaign that have a click_count__v field greater than zero by the number of sent_email__v records associated with the campaign without a status of failed__v.
• Unique Clicks – The number of unique recipients who selected a link in the email. For example, one recipient selecting a link in the email three times counts as one unique click.

Campaign Activity

The Campaign Activity section displays a Sankey chart illustrating the activity flow of the campaign’s targets. The chart displays the following levels of activity:

• Target Level
• Audience Size
• Emails Sent versus Emails Scheduled versus Emails Not Sent
• Emails Delivered versus Emails Not Delivered
• Unique Opens vs Did Not Open
• Unique Clicks vs Did Not Click

Metrics at each level display both the percentage of the layer as well as the raw number.

Hover over a segment of the chart to display the conversion rate of the highlighted segment compared to the previous layer.

Delivery

The Delivery section displays the delivery status of all emails sent from the campaign, including the following:

• Delivered
• Bounced
• Dropped
• Unsubscribed
• Marked Spam
• Scheduled
• Not Sent

Each metric displays as both a percentage of the total number of sent emails and as a count of each category.

Opens and Clicks by Day

The Opens by Day and Clicks by Day charts display the number of opens and clicks per day since the campaign’s execution.

Hover over a point on the chart to display the exact metric for that day.

To view details about a campaign’s Field Action-based performance, select the Performance tab from the appropriate campaign. This tab displays when the campaign is active.

The following metrics display:

• Audience Size - Number of Targets in the Campaign
• Completed – Suggestions marked complete or actioned by the end user
• Pending – Suggestions not yet completed or dismissed
• Dismissed – Suggestions removed by the end user

Additionally, the following metrics display in the Field Actions section of the tab:

• Created – The total suggestions generated by the campaign
• Executed – Suggestions where the end user performed the suggested action
• Marked Complete – Suggestions manually marked complete without execution
• Pending – Suggestions not yet actioned or dismissed
• Dismissed – Suggestions removed by the end user
• Expired – Suggestions that passed their expiration date without action

Since multi-action campaigns may have multiple different action types, the Performance tab displays each activity type as a distinct line of metrics.

The Sankey chart representing Campaign Activity, as well as graphs for Opens and Clicks by Day are not currently available for multi-action campaigns.

Marketing users can also download information displayed in the Performance tab as an .xlsx or .csv file:

1. Navigate to the Performance tab of the appropriate campaign.

   

2. Select the Excel button.
3. Select the appropriate format.

The number of files downloaded depends on the distinct activity types in the campaign. For example, all Email and Field Email activities are grouped together into one .csv file, while all Field Action activities are grouped into a separate .csv file. When downloading campaign performance as a .xlsx file, these groupings are represented as tabs within the spreadsheet, not different files.

The downloaded file contains the following column headers, with each row representing an email_activity__v record associated with the campaign:

• Email Activity ID
• Activity Datetime
• Header
• Email
• Activity
• Activity Details
• Clicked URL
• Approved Document
• Document Name
• Client Name
• Client OS
• Client Type
• Device
• Account ID
• State
• Name
• Account Identifier
• Level
• HCP Type
• Primary Specialty
• External ID