Building reports is a standard piece of the job description for any marketer. Cortex's new Report Builder tool makes exporting the data you need easier so you can spend more time focused on the important work!
Your Cortex Campaign reports will contain these data points:
- Emails Sent
- ARPU (Avg revenue per user)
- AOV (Avg order value)
- AIPO (Avg items per order)
- Conversion Rate
- Open Rate
- Click Rate
- Unsubscribe Rate
- Invalid Email
- Spam Reports
To get started on your reports, open "Report Builder" under your insights tab in the Cortex menu bar.
Building your report
When you open the Report Builder you'll see the New Report menu which features options for the stats included in the report, report date range, rollup, and level of detail.
Start Date/End Date
Using simple calendar controls, select the start and end date for your report.
Rollup controls how your report is summarized across time. You can choose to view your stats by day or as an aggregate across the time window.
Level controls the level of detail across your report. You can choose to view your stats as a campaign total, split by Cortex stage, split by stage and template, or split by stage, template, and subject line
Stages (when in Template Level)
The stages control allows the report to be limited to specific stages. This feature is only available when building reports at the template level.
Show subject lines (when in Template Level)
This toggle control breaks out your report at the subject line level, showing the full range of stats for each send.
This allows you to set the email address that will receive the report. Enter only one valid email address.
This allows you to customize the subject line of your delivery email for easier archiving and searching. The default subject line will say Cortex Deliverability Report and the timestamp of the report request.
This allows you to include a custom message with the delivery of your report. You can use this opportunity to include notes about the reporting window or any other information you may wish to store with the report.
When your report arrives the default subject line will contain the type of report and a timestamp for the time the report was requested. The preview text and email body will contain the start and end dates, rollup, and level.
Below is an example of the email that comes with your report; it lists the Start and End dates, Rollup, Level, timestamp for the report creation, and your personal message.
Below are example reports showing the difference between different rollups and levels:
Example 1: Daily rollup, campaign level
Example 2: Daily rollup, stage level
Example 3: Aggregate rollup, stage level
Example 4: Aggregate rollup, stage level showing subject lines