Campaign Center Guide | Paytronix Knowledge Base

Overview

Campaign Center is the portal view for everything campaigns. From this starting point, you can see campaigns you've sent, edit upcoming campaigns or draft campaigns, or create a new campaign. You can also see visualized data, and detailed results for specific campaigns.

Before You Start

There's a lot of information in Campaign Center. It may take a little practice and experimentation to see what works best for your organization, and loyalty program. If you have any questions, please don't hesitate to email [email protected] for assistance.

Campaign Center - Upcoming Campaigns

In the Upcoming Campaigns section, you can see all Scheduled, Recurring, and Draft campaigns. Click on the tab's title to view a list of campaigns in that category. By default, you'll see the Scheduled tab; you can click over to Recurring, or Drafts at any time.

TIP: Only upcoming campaigns appear here. Once a campaign has been executed, you can view it in the Results section of Campaign Center.

View of Upcoming Campaigns section of Campaign Center

Scheduled - this is a list of campaigns scheduled to run on a date in the future.
Recurring - this is a list of campaigns that run on regular schedule (e.g. "We Miss you," "Birthday," etc.).
Drafts - this is a list of campaigns you've saved, but not yet published.

Here's a closer look at other information and features in this section:

In any of the Campaign Center sections, you can click the arrow to expand or minimize the section.
The number in the circle tells you how many campaigns are on that tab, in that status.
This is the date the campaign is scheduled to run. You will not see this column on the Drafts tab.
Note: Since Drafts are saved (not published) they don't have execution dates
This is the name of the campaign. If you click on the hyperlink, you can see a summary of information in Campaign Details. From this screen, you can choose to edit the campaign by clicking on the EDIT button. If you click on a campaign name hyperlink, here's what you'll see:

Note: If you created the campaign in Campaign Tool, when you click EDIT, the campaign will open in Campaign Tool. If you created the campaign in Campaign Builder, the campaign will open in Campaign Builder.
The icon in this column will let you know which types of messaging are associated with this campaign. You'll see an envelope for emails. For SMS, or Push/Pull messages, you'll see a phone.
The name here is the person who most recently saved the campaign.

Campaign Center - Dashboard

The Dashboard provides some vital stats on how your campaigns are performing:

First, you'll want to select a date range. Use the pull-down menu to select a date range, or to set a custom date range.
You can refine your results based on other search parameters by clicking REFINE SEARCH. When you click REFINE SEARCH, you'll see these options:
1. Search - Enter any keyword. For example, if you want to look at all LTO campaigns, enter LTO into the Search box.
2. Recurring vs Non-Recurring - Maybe you just want to look at recurring campaigns, or you want to exclude them from your results. Tick the box that best meets your needs.
3. Types Included - filter by specific Campaign Type to limit results for specific types of campaigns only.
4. Messaging Included - Want to look at campaigns that only had email? Or that had no emails? Tick the box that meets your needs.
5. Eligible Guests Must Be - Need to look at campaigns of a particular size? You can filter by the number of guests targeted in campaign using this option.

After you've made all your selections, click SUBMIT to get data.

TIP: After refining your selections, you can verify which campaigns are captured in the Dashboard stats by scrolling down to Results. The list of campaigns on the Results list are the ones included in the Dashboard:

View Results list to see which campaigns are included in Dashboard stats

If you see a campaign you didn't want included in the Dashboard stats, you may need to adjust your search options.

Now that you've set the all the parameters of what to include, you can take a look at the stats summaries on the Dashboard: Campaign Impact, Messaging Volume, and Email Summary.

Tip! If you've limited your data by refining your search, you'll see a warning at the top of this section to remind you that you're looking at a sub-set of the overall data.

Campaign Impact:
- Visits - count of total guest visits
- Spend - sum of all guest spending
- Redeemers - count of guests who redeemed a reward when visiting
- Avg Spend/Redemption - average spend by a guest when redeeming a reward
Messaging Volume:
- Emails - count of emails sent to guests
- SMS - count of SMS/text messges sent to guests
- PUSH - count of PUSH alerts sent to guests
- PULL - count of PULL alerts sent to guests
Email Summary:
- Delivery Rate - % of guests who received emails
- Open Rate - % of guests who opened an email
- Clickthrough - % of guests who clicked on anything clickable in emails
- Avg Emails/Subscriber - average number of emails each guest received during the campaign(s)
- Hard Bounce Rate - % of undelivered emails, usually due to a bad email address (bad delivery info)
- Soft Bounce Rate - % of undelivered emails, usually due to a full inbox (delivery info is good, but email can't be delivered)
- Abuse Compliant Rate - % of guests who mark an email as SPAM
- Total Unsubscribe - % of guests who unsubscribed from messaging

Campaign Center - Results

To dig into the specifics of any one campaign, click on the name of the campaign in the Campaign column of the Results section:

Click on a campaign name to see more results data

When you click on the campaign name, you'll see more data about the campaign, including visualizations.

At the top, you'll see a summary of the campaign in Campaign Details:

Next, you can create visualizations based on your campaign data with one of three Dashboards: Lift, Open, and Click. Let's start with Lift. The Lift Analysis Dashboard highlights the difference in spending before and after your campaign. It's one way measure the efficacy of the campaign.

Let's take a look around the Lift Analysis Dashboard:

In the upper-left corner, you can toggle between a view of Visits, or Dollars Spent. The image above, shows Visits. You can also add parameters (click the + sign), or remove existing parameters (click the x next to them) to refine your analysis.
You can choose which days to include/exclude in your analysis. This is especially useful if you run day-specific campaign ("Double Points Monday").
You can toggle the timeline to adjust how much data history you want included both before, and after the campaign. The red line is the day your campaign executed.

Now that you've made all necessary adjustments, you'll see the key Lift Analysis stats:

Visits - this metric shows you how many visits you had before the campaign (PRE VISITS), and after executing your campaign (POST VISITS). The LIFT calculation is the difference in visits before and after you campaign.
Spend - this metric shows you the total spend of all guests you had before the campaign (PRE VISITS), and after executing your campaign (POST VISITS). The LIFT calculation is the difference in total spend before and after you campaign.
Guests - this metric shows you how many unique guests visited before the campaign (PRE VISITS), and after executing your campaign (POST VISITS). The LIFT calculation is the difference in unique guests before and after you campaign.
Note: This is a different metric than Visits, as the same guest may visit more than once during (or before) the campaign.

The Open Dashboard provides visualizations related to emails:

Unique Guests Who Opened Email Dashboard

When are guests opening your emails? This chart shows you what time of day guests opened emails.
What % of guests opened an email? This chart shows you how many of your guests opened an email, on each day of the campaign.

The Click Dashboard provides visualizations related to how guests engaged with your emails:

Unique Guests Who Clicked a Link Dashboard

When are guests engaging with your emails by clicking on links (or buttons, images, etc.)? This chart shows you what time of day guests clicked on something in your emails.
What % of guests clicked a link in an email? This chart shows you how many of your guests clicked a link, on each day of the campaign.

Last, you can view more details in the Detailed Campaign Information section:

The Detailed Campaign Information table contains three key groups of data: Campaign Statistics, Email Statistics, and Eat-Thru Statistics. There's a lot of data here, here's a brief overview:

Campaign Statistics
Start Date	This is the date the campaign is set to begin. If you click on the date, the Dashboard above will adjust to show data for that specific occurrence of the campaign.
Expiration Date	This is the date the campaign in set to expire. Campaign Expiration Dates indicate when rewards/offers on guest accounts will no longer be available to redeem. This date also appears in reports with guest account transaction history.
Eligible Guests	This is the count of guests who meet the criteria you set in the Account Filter. For more information on Account Filters, read What are Account Filters?.
Adjusted	This is the number of guest accounts that were adjusted as a result of the campaign. Adjustments include adjustments to Wallets or Tiers. Note: Depending on your program design, this number may not match the count of Eligible Guests. For example, if you have set a Wallet max limit and adjusting an Eligible Guest's account would take them over that Wallet max, their account would not be adjusted. They will be counted as an Eligible Guest but NOT as Adjusted.
Expired	This is the number of guests who did not redeem the offer/reward while the campaign was live.
Eat-Thru Statistics
Days of Stats	This is a live count of how many days the campaign has been active. If you are looking at this number during the campaign, it will increase each day until the campaign expires. This is useful if you want to get a "snapshot" of how the campaign was performing at a specific point during the campaign. For example, if you are evaluating a 15-day campaign after it has ended, you can use Days of Stats to see what the stats looked like on the first day, first couple of days, first week.
Unique Redeemers	This is a count of unique guest accounts with redeem transactions while the campaign was live.
Spend/Rdm Check	This stat shows the average size of a check on which a guest redeemed an offer on the check.
Unique Guests	This is a count of unique guest accounts with any transactions while the campaign was live.
Visits	This is the total number of visits from Eligible Guest while the campaign was live.
Visits/Eligible Guest	This is the number of visits per Eligible Guests while the campaign was live. If Eligible Guests visit frequently during the campaign (e.g. during a visit challenge campaign) this number will be >1.
Spend	This is the total spend from all Eligible Guests during the days that are included in the campaign statistics.
Spend/Eligible Guest	This is the average amount spent per Eligible Guest during the campaign.
Email Statistics
Sent	This is the number of unique email addresses included in the campaign.
Opened	This is the % of Eligible Guests who received an email and opened it. Note: We are able to track if a guest opens an email via an invisible image in the email. If the image downloads, the email is considered Opened. If a guest has settings that block automatic download of images, they may open and read your email as text only. Likely, Opened will be slightly lower than the number of guests who actually open you email.
Clicked	This is the % of Eligible Guests who clicked on any link in any email that was part of the campaign.
Opted-Out	This is the % of Eligible Guests who clicked the unsubscribe/opt-out link from any email that was part of the campaign.

If you have any questions about how to read this data, please contact your solutions consultant, customer success manager or email Paytronix Support at [email protected].

For further assistance, please contact your solutions consultant or customer success manager, or email [email protected].

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