Smart Marketing includes built-in analytics that show how your campaigns perform and how much revenue they generate. These insights help you understand what’s working, what isn’t, and where to focus your efforts.
How ROI Works
ROI (Return on Investment) measures how much revenue your email campaigns generate compared to your Smart Marketing spend.
Smart Marketing tracks:
Engagement with your emails
Actions taken after engagement
Revenue tied back to campaign interactions
This allows you to see the financial impact of your marketing efforts, not just opens and clicks.
Attribution Window
When a contact opens an email, Smart Marketing tracks their activity for 10 days.
If the contact:
Books a job, or
Adds services
within that 10-day window, the resulting revenue is attributed to the campaign.
This attribution window helps connect campaign engagement to real business outcomes.
Key Metrics & What They Mean
You can view analytics at the top of the Campaigns tab. Metrics update automatically when you adjust the date range.
ROI (Return on Investment)
Revenue generated from recipients who engaged with your campaign.
If ROI is low:
Refine your audience targeting
Test timing and messaging
Improve offer relevance
Open Rate
Percentage of delivered emails that were opened.
If open rates are low:
Improve subject lines
Use clear, recognizable sender names
Test different send times
Click-Through Rate (CTR)
Percentage of recipients who clicked at least one link.
If CTR is low:
Simplify your email layout
Use a strong, visible CTA
Reduce competing links
Campaign Send History (Campaigns Page)
You can view detailed send activity for each campaign directly from Smart Marketing > Campaigns.
Each campaign includes a History button that shows what happened every time the campaign was scheduled to run.
What You’ll See in Campaign History
From the History view, you can see:
Each processing day the campaign ran
How many emails were:
Sent
Skipped (no eligible audience)
Failed (rare cases, such as email service outages)
This view provides transparency into campaign behavior, especially for automated campaigns that run on a recurring schedule.
Note: For contact-specific history and engagement details, see How to View Email Campaign History in an Opportunity
How to Analyze Campaign Performance
To evaluate performance effectively:
Start with ROI and Net Gain to identify top-performing campaigns
Review open and click rates to understand engagement
Compare results across different campaign types
Adjust segments, templates, or timing based on trends
Use date range filters to spot patterns over time.
Revenue Breakdown & Attributions
To see which campaigns drive the most revenue:
Review the Net Gain column on the Campaigns page
Open a campaign’s Attributions tab to view:
Linked opportunities
Service types
Revenue per opportunity
Attribution dates
This helps you identify which messages convert best and double down on what works.
Best Practices for Improving ROI
Target specific, relevant segments
Use personalized messaging where appropriate
Avoid sending too frequently
Monitor results regularly and make small adjustments
Consistent optimization leads to stronger performance over time.