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Analyzing and Reporting on Drip Campaign Performance

D
Written by Deepak
Updated this week

SendX provides detailed analytics for your drip campaigns so you can understand how each email in your sequence is performing. You can view high-level stats at a glance, dive into detailed reports for each step, see where subscribers are clicking with heat maps, and export contact lists based on engagement.

This article covers how to access and interpret your drip campaign analytics.


Accessing Drip Analytics

There are two ways to view analytics for your drip campaigns: the Info panel for quick stats, and the full Report for detailed analysis.

Quick Stats via Info Panel

  1. Go to Campaigns in the main navigation

  2. Select Drip Campaigns

  3. Find your drip in the list

  4. Click the hamburger menu (three dots) next to the drip

  5. Select Info

The Info panel shows all steps in your drip campaign at a glance, including:

  • Which steps are Active and which are in Draft status

  • High-level stats for each step: emails sent, opened, and clicked

This view is useful for quickly checking how your drip is performing without leaving the drip list.

Full Report

For deeper analysis, access the full report from within the Info panel:

  1. Open the Info panel for your drip (steps above)

  2. Click Report to open the detailed analytics view

The report provides comprehensive data including engagement over time, geographic distribution, device breakdowns, link performance, heat maps, and contact-level details.


Understanding the Report Sections

The drip report is organized into several sections. You can analyze each step individually using the step selector.

Overview Tab

The Overview tab shows the email content for the selected step. Use this to verify which email you're analyzing, especially useful when comparing performance across steps.

Use the step selector to switch between steps and view the content of each email in your sequence.

Performance Metrics

The performance section displays key metrics for the selected step:

Delivery metrics:

  • Emails sent

  • Bounced

Engagement metrics:

  • Opened (unique and total)

  • Clicked (unique and total)

  • Unsubscribed

Unique counts tell you how many individual contacts engaged, while total counts include repeat actions (e.g., the same person opening an email multiple times).

Engagement Over Time

This chart shows opens and clicks over time, helping you identify:

  • When subscribers are most engaged with your emails

  • Whether engagement is consistent or declining across the drip

  • Patterns that might inform timing adjustments

Geographic Stats

The geo stats section shows which countries your engagement is coming from. This helps you understand:

  • Where your most engaged subscribers are located

  • Whether you should adjust send times for specific regions

  • If certain content resonates better in particular markets

Device Stats

See what devices your subscribers use to read your emails:

  • Desktop

  • Mobile

  • Tablet

This information helps you prioritize design decisions. If most of your audience reads on mobile, make sure your emails are optimized for smaller screens.

Email Client Stats

View which email clients your subscribers use, such as:

  • Gmail

  • Apple Mail

  • Outlook

  • Yahoo Mail

  • Others

Different email clients render emails differently. If a large portion of your audience uses a specific client, test your emails in that client to ensure they display correctly.

Most Clicked Links

This section ranks the links in your email by click count, showing you which calls-to-action are driving the most engagement. Use this to:

  • Identify what content interests your audience

  • Optimize future emails by emphasizing high-performing link types

  • Remove or reposition links that aren't getting clicks


Using the Heat Map

The heat map provides a visual overlay on your email showing exactly where subscribers are clicking. It uses color coding to indicate engagement levels:

  • Red – Highest engagement (most clicks)

  • Orange/Yellow – Medium engagement

  • Green – Lower engagement

  • Blue – Minimal engagement

Each clickable element displays its click count, so you can see precise numbers alongside the visual representation.

Viewing the Heat Map

The heat map appears in the report for each step. Use the step selector to switch between steps and view heat maps for different emails in your drip.

Click View larger to open the heat map in an expanded view for easier analysis.

Sharing the Heat Map

You can share the heat map with team members or stakeholders:

  1. Click Share in the heat map section

  2. Copy the generated link

  3. Share the link with anyone

The shared link is public, so recipients don't need a SendX account to view it. This makes it easy to share insights with clients, executives, or team members who don't have access to your SendX account.


Contacts Section

The Contacts section shows exactly which subscribers received, opened, clicked, unsubscribed, or bounced for the selected step. This is useful for:

  • Following up with engaged contacts

  • Investigating delivery issues

  • Building segments based on drip engagement

Contact Tabs

The section is organized into tabs:

  • Sent Emails – All contacts who received this step

  • Opened Emails – Contacts who opened the email

  • Clicked Email Links – Contacts who clicked any link

  • Unsubscribed – Contacts who unsubscribed after this step

  • Bounced – Contacts whose emails bounced

Each tab shows the contact name, email address, and relevant timestamp.

Exporting Contacts

You can export contacts from any tab:

  1. Select the tab for the contacts you want (e.g., Opened Emails)

  2. Click the Export button (e.g., "Export Opened Contacts")

  3. The contacts will be exported as a file

This is useful for:

  • Creating follow-up lists of engaged subscribers

  • Removing bounced contacts from other lists

  • Analyzing engagement patterns outside SendX


Analyzing Step-by-Step Performance

To get the most value from your drip analytics, analyze each step individually and compare performance across the sequence.

Comparing Steps

Look for patterns across your drip:

  • Drop-off points – If open rates suddenly decline at a specific step, the subject line or timing might need adjustment

  • High-performing steps – Identify what makes certain emails more engaging and apply those learnings to others

  • Click patterns – See which steps drive the most action and whether that aligns with your goals

Using the Step Selector

The step selector appears throughout the report sections. Use it to switch between steps while staying in the same analytics view. This makes it easy to compare the same metric (like geo stats or device breakdown) across different emails in your drip.


Filtering by Date Range

You can filter your analytics to a specific time period using the date range selector. This helps you:

  • Analyze recent performance separately from historical data

  • Compare performance across different time periods

  • Focus on data since you made changes to the drip


Frequently Asked Questions

Can I see analytics for the entire drip, or only per step?
The detailed report shows analytics per step. Use the step selector to switch between steps. The Info panel shows high-level stats (sent, opened, clicked) for all steps at a glance.

What's the difference between unique and total opens/clicks?
Unique counts each contact once, regardless of how many times they engaged. Total counts every instance, so if one person opens an email three times, that's 1 unique open and 3 total opens.

How do I know if my drip is performing well?
Compare your metrics to industry benchmarks and your own historical data. Generally, look for consistent engagement across steps rather than sharp drop-offs, and healthy click-to-open ratios on steps where you want subscribers to take action.

Can I export all contacts at once, or only by category?
You export contacts by category (sent, opened, clicked, etc.) using the tabs in the Contacts section.

Is the shared heat map link permanent?
Yes, the link remains accessible. Anyone with the link can view the heat map.

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