Using the Automation Process Dashboard to Enhance Your Marketing Strategy

Marketing automation has become a necessity for businesses in the digital age. And with this rise in automation processes comes the need for more analytical power to better understand the outcome of these campaigns. The Automation Process Dashboard is just the tool to effectively track the results of your email, web push, and SMS automation campaigns. In this article, we'll delve deeper into its features, so you can make the most out of Sales Manago’s automation processes.

Accessing Automation Process Dashboard

To access the Automation Process Dashboard, simply click on the "Automation Processes" option on the sidebar menu. This should redirect you automatically to the dashboard page. The dashboard is divided into two parts, both of which allow you to observe changes in sales and the number of clicks in workflow campaigns:

1. Sales Analytics Style
2. Workflow Analytics

Depending on your preference, the dashboard will give you a preview of detailed analytical data on workflow campaigns or automation rules.

Sales Analytics Style

If you opt for the Sales Analytics Style on the Automation Process Dashboard, you’ll be presented with the following tiles where you can find essential statistics and information on sales:

Basic Sales Information

• Total Sales: Shows the total amount of transactions from users who participated in campaigns created in the selected wizard.
• Share in Total Sales: This refers to the percentage of the total number of transactions generated by the selected functionality, in relation to the total number of transactions of all contacts in your contact database.
• Number of Contacts Transactions: The total number of transactions made by users who participated in campaigns created in the selected wizard.
• Share in All Transactions: This is the percentage of contacts transactions generated by the selected functionality, in relation to the total transactions of all contacts in your database.
• Average Transaction Value: The sum of the value of transactions made by the user who participated in campaigns created in the selected wizard.
• Ratio Over All Transactions: The percentage of the difference in the value of average contacts transactions generated by the selected functionality, compared to the average of the total sum of transactions of all contacts in your contact database.

Sales Graph

The sales graph helps you keep track of the entire revenue sum generated by workflow or automation rules within a given time period. Different communication channel statistics are available, and email, SMS, and web pushes are marked with different colors. Hovering your mouse over the engagement column allows you to view the exact number of opened and clicked mailings, to accurately measure the purchase column that shows the number of sendings completed with a purchase.

Top five rules

This section shows the processes responsible for the highest sales. Here, you can check which rules generate the most profit and fine-tune your marketing strategy accordingly:

• Rule Workload Name: The specific automation process in the system to which the remaining data relates.
• Creation Date: The exact day, month, and year of creation of a given automation process in the system.
• Generated Sales: The total revenue generated by a given automation process - the total sales of the process.
• Automation Rule Tile: Available for the automation rules dashboard only, this tile shows the total number of activated rules over time. It shows one activation for every rule started by the user, triggered by a specific event. The chart is fully customizable to line or bar by clicking on the settings button.

Top 5 Rules for Activation

This section is only available for Automation Rules Dashboard. It provides a list of the top five rules with the highest number of activations. In other words, it shows the number of users who started a specific rule by triggering a particular event. This information is essential to fine-tune your automation processes for better results:

• Rule Name: The specific automation process in the system to which the remaining data relates.
• Creation Date: The exact day, month, and year of creation of a given automation process in the system.
• Generated Sales: The total revenue generated by a given automation process - the total sales of the process.
• Click Source: This sector presents a chronological overview of the number of clicks and their sources. Depending on the automation process, different communication channels' statistics are available.

Workflow Analytics

When you switch to this style, you get access to the following information:

Basic Workflow Information

• Workload Name: The specific automation process in the system to which the remaining data relates.
• Status: Information on whether the given process is active or inactive in the system; that is, whether triggering the event it covers will trigger the given actions.
• Activated: The total number of starts of a given process taking into account the number of times a specific event is triggered by the process.
• Creation Date: The exact day, month, and year of the creation of a given automation process in the system.
• Start: The total number of contacts who started the workflow but haven't finished it yet.
• Completed: The total number of contacts who started and completed the workflow.
• Total Sales: The total revenue generated by a given automation process - the total sales of the process.
• Executed Actions: The total number of action tiles that have been executed in a given automation process.

Workflow Analytics Graph

The graph provides detailed information, including:

• Image Element: Appears on tiles alternatively with the number of activations, depending on whether the process includes sending emails.
• Average Open Rate and Click-Through Rate Ratio: Depending on whether your process includes email sending or only the action performed.
• Analytics of Selected Rules: Presents essential information about selected rules, including their status, activation, creation date, executed action, and total sales.

Conclusion

Marketing automation processes are now an essential component of any successful business. Sales Manago’s Automation Process Dashboard provides a comprehensive and user-friendly interface for you to track the results of your automated campaigns. You can use this information to make the right decisions, react faster, and improve your campaigns without worrying about achieving your marketing goals. Visit Sales Manago’s support website for more detailed information on the Automation Process Dashboard.