How To View Tracking and Statistics

[00:00:00] So let's walk through how to see basic statistics in your profit platform CRM dashboard.

[00:00:04] Now this dashboard page is the default that you should see when you log into your CRM, either the first time or each time that you've logged out and then log back in again. And so it is the default page that gets displayed when you first log in. And your dashboard should look like this. It should have these four basic stats that are being shown here. Now, if it does not look like this, instead you're seeing some other statistics, then we're going to cover how to change it. So we're going to cover how to change that sometimes very quickly and simply, and then also we're going to walk through later in the video, how you can actually customize your own dashboard if you want to.

[00:00:43] So, what we have here is just some basic statistics, and these statistics apply to this time range that you have set up here. So you can modify that just by clicking on this and selecting either some of these ranges or actually selecting a date range, so pretty easy to do there. What you can see here is the total number of contacts you have in your CRM and then your contact count over time. So this can help you quickly see the effectiveness of any marketing campaigns that you have run. You can see when contacts were added. And down here, we also have just the total number of unread conversations and the total number of unread messages, which simply are two statistics just telling you how many people that you have overall that you should be responding to. And then, the total number of messages that are inside of those conversations that have not been read yet.

[00:01:33] Now if your dashboard looks something like this when you first log in, then this is a default example dashboard that isn't really useful for what we're doing here at this point. So this example dashboard has a lot of statistics, which are not really relevant to the way that you will be using your Profit Platform CRM. And so, that's why we've actually replaced it with a different default dashboard. And most people should see that. And if you don't, then here's how you can switch that. So what you could do is click here on this little drop down here. And then you may see another entry for “Dashboard.” And so click on that and there you go. And it is automatically changed. Now, you may also, want to go ahead and click this pin right here, which will make it the dashboard that is going to show up every time that you come back to your dashboard page. And so, that's the easy way that you can change your dashboard over to this basic view.

[00:02:33] Now, the other option that you have in your dashboard area is to create your own dashboard. And so you may decide that there are some other statistics that you would like to track, and you can do that by creating a new dashboard. To do that, you just can add a dashboard right here. And what I'm going to do is just go through and create a dashboard that's exactly the same as the one that I have here, just to show you how to do that. And then also that can serve as a little tutorial in case you don't find this other default dashboard, the simpler one, in your Profit Platform CRM account for any reason, then you can actually just create it for yourself and it's very quick to do. So I'm just going to call this “My Dashboard.” Now you can see that you could make this dashboard private. So only you could see it. Well, in general, that's going to be fine because you may be the only user that you have in your Profit Platform CRM, but if down the road, maybe you decide you want to hire an admin to go through and manage all the conversations and unread messages, then you can add them to your CRM and it would be useful for them to be able to see this dashboard for whatever statistics you decide to put on it.

[00:03:46] So you can go ahead and make it not private, and then you can give different access levels here. Probably “view” is fine. And this would only apply to anyone you added and made an account admin. And then for users, you could also set that to “view,” or choose a different setting if you'd like, and then just click “Confirm,” and this will bring up a blank dashboard here. Now to get started, all you need to do is click this add widget button. And like I said, I'm just going to show you how to create the dashboard that is the default. And so to do that, we're going to start out with going to “Contacts” and just selecting this first one here, “Contacts Count,” set that up as a numeric, that's what makes the most sense for this particular statistic because it is simply a total number of all of the contacts in your CRM. So then go ahead and click “Save” and it adds that. And you can resize these, make them a little bigger, smaller, however you'd like to. And now we're going to add the next widget. Which again was the “Contacts Count Over Time.” So right here, and it's set up by default to be a line graph, which I think works well, but you could use a bar graph or any other, any of these others, if you'd like, and then go ahead and click “Save.” And there it is.

[00:04:59] And now we can go to the Conversations statistics and add the “Total Unread Conversations.” And then lastly, we'll go ahead and add the “Total Unread Messages” and save that. As you can see, there are a lot of other widgets that show up here, but most of them, because of the way that you're going to be using your CRM, just really don't apply. And so you can explore them if you'd like to.

[00:05:26] But for the most part, since your CRM is set up currently to be mostly for processing emails through the automation workflows, or also through campaigns that you set up, then these other statistics are just not really relevant to you right now.

[00:05:43] Now to make this look more like the dashboard that I had previously, I can go ahead and do this to just move things around and resize them, make it look a little more aesthetically. Nice. And then finally, just click “Save Changes” to save your dashboard. And there you go, now you have your own dashboard that is just like the one that should be the default. And then finally, if you want this one to be the default dashboard that shows, you can come here and hit this pin button, and it will now be the default dashboard that you'll see whenever you log in to your Profit Platform CRM account.

[00:00:00] You can also view statistics for your automation workflows in your Profit Platform CRM. And so in this video, you'll learn how to do that.

[00:00:06] So here I am at the Automation page inside of my CRM, and I can see just looking at this page that I have had four people go through this workflow. That means the total enrolled. So that's the total that have ever gone through this workflow or are currently in it. And of those four, one of them is actively enrolled. And so if I click into the workflow itself, then first of all, I can see where this person currently is in the workflow, so you can see that they are right here and so they've been set the welcome email and now they're waiting for a day before the next email is sent to them.

[00:00:43] Another thing I can do then is to look at the enrollment history, and I can see this list of everyone who has gone through this workflow or is currently in it. From here. I can also look at the execution history for this particular contact, for example, because this one is actually in the workflow currently, I can see what that looks like, and I can see that they were added to the workflow, they went through the waiting step, they received the email, and now they are waiting at the next step, so that will show you how that works.

[00:01:17] And, if you noticed, that took us from the Enrollment History tab over to the Execution Logs tab as well.

[00:01:23] So now I'm going to go back to the Enrollment History so that I can see the overall summary again. And then we can also go to the Execution Logs page to see all of the all of the contacts and we can see the execution logs for everyone who has been through this workflow here.

[00:01:41] Now, back over here in the builder, there's also this option over here, which is the stats view, and if you turn that on, then what you will see are statistics for each of those steps that perform an action of sending an email, and so you can see that summary right here. So it will show you the details of the number that were sent and delivered, number that were opened and clicked and any that bounced. And if they replied, that'll be shown here as well, and you'll see that for each one of the email steps.

[00:02:10] And so that's how you can get some information about which of your contacts are currently in your workflows, and then also some of the statistics about each step in the workflow as far as how well they are performing.

[00:02:22] And then another way that you can see statistics for each email that was sent, is to click on the email action step itself, and then go to the statistics tab. And over here you can see the same statistics, and you can view the details on each one of these if you'd like to do that. And finally down here you have view all statistics, that will give you some additional statistics that may tell you some more about how well this email is performing.

[00:00:00] In this video, you're going to learn how to view the statistics for Campaigns in your Profit Platform CRM.

[00:00:06] So to do that, once you are logged into your Profit Platform CRM account, then you can go over to Marketing to the Campaigns area, which loads by default. And now what you can do is look at this Statistics tab. Now, some of these statistics may not be completely relevant for your campaigns, for example, since you're not really selling anything through your emails, you're not going to see any statistics on these revenue conversions that are here, but you can see the engagement.

[00:00:35] You can see how many were delivered, how many were opened, et cetera. And then down here, you can see more on the performance analysis of emails that were sent, how many bounced, how many subscribes showed up, and those are all viewable right here. You can also see the open rate. You can see when things were opened, and then this also shows you the most recent emails down here as well.

[00:01:00] So as you build email campaigns that you send out to your contacts in your CRM, then this is where you can look at the statistics for each one of those.

[00:01:10] Now, what else you can do here at the most recent campaigns that have been sent out, is you can actually click on this campaign to get specific statistics for that campaign, and it gives you a basic summary here. You could actually preview the email right here as well. You can see what was sent. Okay, and then I'm gonna close this. And then also, whereas here, you could just see the basic statistics, saying that two were attempted to were sent and none were skipped. And why anyone would ever be skipped would be if, for whatever reason, they had unsubscribed from your list and you tried to send them an email, then they would be marked as “Do Not Disturb” or DND in their contact record, and they would be skipped whenever you add them to a campaign and attempt to send them an email.

[00:01:55] Now you can also use this load more statistics button here that is going to show you a lot more detail, and you can see all of these different statistics here that you can look at as well.

[00:02:07] And even down here, you can see who they were sent to and what the status is, whether maybe they opened the email, or it was just delivered, or even in this case this one replied, and that will show you all the details there. You can also look at the statistics in numbers if you want, instead of percentages. So you can actually see it that way as well.

[00:02:25] So those are the various ways that you can see statistics for your email campaigns in your Profit Platform CRM.

[00:00:00] In this video, you are going to learn how to view the overall email statistics in your Profit Platform CRM system.

[00:00:05] So over here from the dashboard to find the overall statistics, then I'll need to go over to a very specific area. To get there, I'm going to go to the Settings. And then I'll go to Email Services. And from there I can go in and look at the Email Analytics tab. And over here on the Email Analytics tab, what we have is email metrics for all emails that have been sent from your CRM. You can also set a date range over here to just look at very specific timeframes. And you can use one of these timeframes settings down here, or you can just simply select the timeframe that you want to look at from the calendar here as well. What you're looking at here is in the timeframe that I have selected at the moment, how many emails were sent, delivered, opened, clicked, if they complained, bounced, unsubscribed, or somehow the email failed to be delivered.

[00:01:01] So that's what these metrics are showing you. And if you want, you can click on any one of them to dive in and actually see the emails that have been sent. And that can be more useful when you're looking at who has opened them, who's clicked them, or if there were emails that landed in any of these other categories here, then you could also look at those and see which contacts they were for.

[00:01:33] So it's pretty straightforward to use these metrics to help you understand how well things are going overall from the emails that you are sending out to your customers.