Analysis¶
Analysis gives you a workspace-wide view of your outreach: how many people you contacted, how many replied and how positively, how your mailboxes are doing, and how much reply work is waiting for each teammate. It uses the same data as your campaigns and Inbox, so the numbers match what you see elsewhere.
Who can use this¶
Owners, managers and members.
Before you start¶
You need at least one launched campaign for most figures to appear.
Key concepts¶
The headline figures¶
| Figure | What it counts |
|---|---|
| Contacted | Distinct people contacted by a campaign in the selected period. |
| Accepted | Messages your email host accepted. Not proof that they reached the inbox. |
| Reply rate | Share of contacted people who replied. |
| Positive rate | Share of contacted people who replied positively. |
| Needs response | Conversations currently waiting for your team. This is a snapshot of right now. |
| Failed | Messages that could not be sent. |
| Uncertain | Messages whose outcome needs a deliberate check. See Campaign monitoring. |
| Cancelled | Messages stopped by safety or workflow rules, such as a reply or unsubscribe. |
| Scheduled | Queued messages not yet sent. |
| Observed open | Opens recorded. Approximate, because of image blocking and privacy features in email apps. |
| Hard bounce rate, Unsubscribe rate | Share of contacted people who hard-bounced or unsubscribed. |
| Response time | How quickly your team answers replies. |
Next to many figures you'll see a change Compared with the previous window (the same length of time just before your selected period).
Sections¶
Overview, Campaign performance, Mailbox health, Team workload, Activity over time and Reply outcomes. Charts have a data-table alternative (View activity data table, View outcome data table).
Sync freshness¶
Mailbox sync shows how up to date the inbox data is. If a mailbox hasn't synced recently, reply figures may be incomplete until it catches up.
How to use Analysis¶
- Open Analysis.
- Select Filters and set the Reporting period and Reporting timezone. Optionally narrow by Campaign, Mailbox, Assignee, Reply outcome or Lead stage.
- Read the headline figures, then scroll through the sections.
- Select Refresh analysis to update. Clear filters resets everything.
How to export¶
Select Export CSV. The file contains the same figures as the screen, for the same filters, and opens safely in spreadsheet programs.
Rules to know¶
- People are counted from their first contact in a campaign, so a follow-up doesn't count someone twice.
- "Accepted" is deliberately not called "delivered": an email host accepting a message doesn't guarantee it reached the inbox.
- Reply outcome figures include replies from people, not automatic replies or bounce reports.
Common questions¶
| Symptom | Cause | What to do |
|---|---|---|
| "No campaign activity in this window." | Nothing was sent in the selected period | Widen the Reporting period. |
| Figures differ slightly from yesterday | Late replies or bounces arrived | Expected; figures update as messages arrive. |
| Opens look too high or too low | Open tracking is approximate | Judge success on replies, not opens. |
| "Analysis could not be loaded." | A filter refers to something that no longer exists, or data is still syncing | Clear filters and Try again. |
