Workspace Dashboard

The Workspace Dashboard gives you a high-level view of how everything in your workspace is running and performing.

Select your reporting dates

The date-picker determines the period of time over which we show charts and metrics. By default, we show metrics for the past 30 days on a daily basis, but you can change the scope of metrics to show how your campaign has performed over a longer or shorter period. If you set a long enough period, you can also set the metric frequency to weeks or months rather than days.

Use the date picker to select the specific dates you want to see metrics for.

Select Daily or Weekly to set the frequency for metric calculations—the X-axis in charts, the number of messages calculated in performance metrics, etc.

 Custom date ranges are limited to the previous 120 days

You can select longer, predefined date ranges from the left side of the date-picker, but you can’t select a custom date range beginning more than 120 days ago.
date picker for metrics
date picker for metrics

Segments

The Segments card shows you how membership counts in your segments have changed over time. You can choose any Segment you want from the drop down. Your selection is saved for the next time you view the page. Pin the two Segments you care most about and keep an eye on them every time you log in.

dashboard_segments_card
dashboard_segments_card

Leaderboard

The Leaderboard card shows which Campaigns and Broadcasts have the highest and lowest send, open, click, and conversion counts across the workspace. It can help you identify messaging strategies that work best, and highlight where you need to make improvements.

dashboard_leaderboard
dashboard_leaderboard

Performance and Delivery

The Performance and Delivery charts provide cumulative performance and delivery metrics for your entire workspace over a given time frame.

Performance

The Performance chart shows positive and negative metrics to help you understand how your messages perform among recipients. It tracks:

Clicked The user clicked on any link in a message where link tracking was enabled. We also track clicks on individual links.
Converted A message is marked as converted when an end-user meets your conversion goal and that was the last message received before the conversion goal was met, by default. Learn more about how conversions work.
Unsubscribed A message is counted as unsubscribed when a user clicks the unsubscribe link indicating they want to be unsubscribed for future messaging. You can read more about how unsubscribes work in Customer.io.
Marked as spam For emails, this means that the end-user marked the email as ‘Spam’ via their email service provider. All subsequent emails are then marked “suppressed.”

Delivery

The Delivery chart shows shows the percentage of your messages that make it to a recipient and the percentages of messages that bounce, fail, etc for any reason. You should monitor this chart for spikes in negative metrics that might affect your overall deliverability.

Delivered Delivered means that we’ve received confirmation from the delivery provider that an email was sent to the recipient’s email service provider (ESP).
Bounced For email, this means the user’s email address wasn’t valid. This could be a hard bounce (usually a permanent issue like a non-existent email address) or a soft bounce (a temporary issue like a full mail box). In the case of hard bounces for emails, subsequent messages to those addresses will be given the “suppressed” status.
Failed A failed message never made it to the delivery provider. We have a separate article to help you diagnose why your message never left Customer.io.
Suppressed

A message is marked as suppressed if:

  • the email address we tried to send it to was previously a hard bounce (a permanent failure such as an invalid address), or
  • the end-user marked any previous email message as spam. In this case, all subsequent email messages after the “spam” mark will be marked as “suppressed”.

dashboard_delivery
dashboard_delivery

Tests

The Tests card shows all of the A/B tests that are currently running in your workspace. It can help you track tests that have been running longer than necessary. Dive directly into the details of a test by clicking it in the list.

dashboard_tests
dashboard_tests

The Links card shows the total link clicks for every link in your messages. It helps you understand how your calls to action perform over any time range, and across any channel.

dashboard_links
dashboard_links

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