Campaign performance summary view

Prerequisites

The following permissions:

  • Analytics > Conversation Aggregate > View
  • Outbound > Campaign > View 
  • Outbound > Messaging Campaign > View or Outbound > Email Campaign > View (select at least one of these two permissions).

To see current and past metrics and data for campaigns, click Performance > Workspace > Contact Center > Campaign Performance. Customize the view with filters and column controls.

Set a default time zone in the workspace

You can set the default time zone in the analytics workspace before viewing any analytics view.

To set the default time zone in the workspace, follow these steps:

  1. Click Performance > Workspace.
  2. On the left side, from the Time zone drop-down menu, select the required time zone as the default time zone for the analytics workspace.

For more information about a specific campaign, see Campaign performance detail view.

To view aggregate data about a group of selected campaigns, filter for and select multiple campaigns and click View as group. Genesys Cloud displays the Campaign performance detail view with aggregate data for the campaigns that you selected.

To export the data in the view, click Export .

To save the view with your filter and column settings, click Save .

To see the most current data, click Refresh .

Note: The Offer, Answer %, Abandon %, ASA, Service Level, and Avg Wait columns show metrics for inbound interactions handled in a campaign. All other columns show metrics for both inbound and outbound interactions that a campaign handled.

Customize the view

To show only certain data, customize the Campaigns Performance Summary view. For example, you can choose to show only certain columns or filter to see certain types of interactions. If you return to the Campaigns Performance Summary view, then your filters and column changes remain. You can also save your filter and column settings as a saved view to switch quickly between different data of interest in the same view. 

Filter by campaigns to populate the summary row with aggregate data about those campaigns.

To customize analytics views, use the date filter.

To filter metrics by date or configure a custom date range, use presets. When filtering metrics for this view, select any custom date range up to 6 weeks. 

To use a preset to filter metrics, complete the following steps:

  1. To display the date filter, click the date.
  2. In the Presets list, select a preset date option.

Date presets

Presets Description
Today Shows data for the time period that includes the current interval.
Yesterday Shows data for the previous day.
This week Shows data for a Sunday through Saturday time period.
Last week Shows data for the previous week, Sunday through Saturday.
Previous 7 days Shows data for the previous seven days.
This month Shows data for the current month, with no extra days.
This month by week Shows data for the current calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.
Last month Shows data for the previous calendar month with no extra days.
Previous 30 days Shows data for the previous 30 days.
Previous 3 months Shows data for the previous 3 months. For example, Nov 1, 2022 – Jan 31, 2023.
Day Shows data for a single 24-hour day.
Week Shows data for a Sunday through Saturday time period.
Month Shows data for the exact month with no extra days. If the current month is selected, you can see the data up to the current date.
Month by Week Shows data for a calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.

To use a custom date range to filter metrics, complete the following steps:

  1. Click the date to display the date filter.
  2. Select a start date and an end date on the calendar, and click the filter arrow .

To view data for a different time period using the same date presets, click the arrows on either side of the date display.

For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

To view data for a different time zone using the same date presets, from the Time zone drop-down menu, select the required time zone. You can create and save reports with the same selected time zone.


Note: Supported media types include: callback, email, messaging, and voice (excluding chat).

  1. To filter by media type, click the Filter icon Filter button.
  2. Select the media type. 

Notes:
  • When filtering you can select more than one media type. Click the relevant media type to select or deselect the type.
  • You cannot select the voice and callback types at the same time.
  • If you select voice, the callback option will be deselected. If you select callback, the voice interaction will be deselected.
  • The available media types may vary from those shown above.

The selected media type icon is displayed above the column headers. For more information about various media types and their settings, see the Set behavior and thresholds for all interaction types section in the Create and configure queues.

    Data in the view can be displayed in a chart. To view the chart, click the Show/Hide chart icon .

    To show or hide columns:

    1. Click the Pick columns icon on the right side. The Add/Remove Column pane appears.
    2. (Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z. 
    3. (Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
    4. (Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle. Click the image to enlarge.

      Sort by options that appear when you add or remove column
    5. Search or scroll to select the columns you want to view.
      Note: You can also use keyboard navigation to choose the columns.
    6. Click Save. The selected columns appear on the screen.
      Note: The column selections appear only after saving the changes and do not apply to the table immediately.

        To rearrange the columns, click a column header and drag it.

        To reset a view to default column settings, click Reset view to defaults .

        You can select up to 20 columns.

        For more information about the metrics shown in the columns, see the Available Columns section in this article. 

        To enter the names of campaigns that you want to view, click the Filter campaign(s) search icon . Enter the name of the campaign and select the campaign from the search results. You can continue to enter and select additional campaigns to add to the view.

        You can search for a campaign or a division. If you search for a division, the campaign list is updated to show only the campaigns associated with the selected division.

        Filter by selecting multiple campaigns

        You can select multiple campaigns by which to filter. 

        1. In the campaign’s row, select the check box.
        2. To add multiple campaigns to the filters, continue selecting the campaign check boxes. 
        3. Click Add to filters.

        To see aggregate metrics for multiple campaigns, use the summary row above the campaign rows, search for and select multiple campaigns. The summary row shows aggregate metrics for the selected campaigns. 

        Note: The summary row can populate aggregate data for up to 50 campaigns at once.

        View aggregate data

        To view aggregate data about a group of selected campaigns, filter for multiple campaigns and click View as group. Genesys Cloud displays the Campaign performance detail view. with aggregate data for the campaigns you selected.

        To filter by information about the interaction, click Filters , and then search or scroll to select the filter you want to use.

        Some metrics are not relevant for all filters. For example, the “offer” metric only applies to campaigns, not users. If you filter by a user, then the offer column does not include data.

        Interactions filters

        Filter Description
        Skills

        Displays metrics for interactions with agents who have the selected skills. 

        Filter for multiple skills at one time by entering other skills and searching again.
        Languages

        Displays metrics for interactions with agents who have the selected languages. 

        Filter for multiple languages at one time by entering other languages and searching again.
        DNIS

        Displays information for interactions with the selected DNIS numbers.

        • Enter only the DNIS number, including the country code. For example, enter 13172223333. Do not include other characters such as +, -, or ( ).
        • Enter the full DNIS number, such as 13172223333. The filter cannot search for a partial DNIS number. 
        • Filter for multiple numbers at one time by entering other numbers and searching again.
        Session DNIS

        Displays information for interactions with the selected DNIS number. The DNIS number could have been dialed any time during the interaction.

        • Enter only the DNIS number. For example, enter 13172223333. Do not include other characters such as +, -, or ( ).
        • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
        • Filter for multiple numbers at one time by entering other numbers and searching again.
        To

        Displays information for interactions sent to the selected email addresses. 

        • Enter the full email address, such as person@example.com. The filter cannot search for a partial address. 
        • Filter for multiple addresses at one time by entering other addresses and searching again.
        • When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997.
          The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
        User

        Displays information associated with the selected users.

        Filter for multiple users at one time by entering other users and searching again.

        To see and select inactive users in the User filter search, select Include inactive users. To see and select deleted users in the User filter search, select Include deleted users.
        Wrap-up

        Displays information for interactions that have the selected wrap-up codes.

        Filter for multiple wrap-up codes at one time by entering other wrap-up codes and searching again.
        Message Type

        Displays metrics for interactions of the selected ACD message type. This filter only appears if you set the media type filter to Message. If you do not have any message types selected, the view displays information for all message types.

        Genesys Cloud currently supports the following message types: Facebook, Line, Open, SMS, Twitter, Web Messaging, and WhatsApp. 
        Routing Used

        Displays the routing method that was used to get to the agent who answered the interaction.

        The routing data is relevant beginning September 5, 2020.
        Routing Requested

        Displays the routing methods that were requested for the interaction. Gives insight into each of the routing methods the conversation went through prior to being answered, abandoned, or flow-out.

        The routing data is relevant beginning September 5, 2020.
        Agent Assist

        Yes displays data for interactions that had Agent Assist.

        No displays data for interactions that did not have Agent Assist.
        External Tag

        Displays information for interactions that have the External Tag attached to the conversation record.

        Note: External tag data is not available for web chat interactions.
        Division The number of interactions for a specific division.
        Queue Displays interactions associated with the selected queues. 

        Notes: The skills and languages filters use agents’ ACD skills or languages, not the skills or languages listed in their profiles. To add an ACD skill or language to an agent, see Manage ACD skills.

        To filter by information about the outbound details of the interaction:

        1. Click Toggle filters panel . 
        2. Click the Outbound tab.
        3. Search or scroll to select the filter you want to use. 

        Outbound filters

        Filter Description
        Campaign Name

        Name of the campaign. 
        Contact List

        Displays metrics for interactions associated with the selected contact lists.

        Filter for multiple contact lists at one time by entering other contact list names and searching again.

        To filter by information about External Contact details of the interaction:

        1. Click Toggle filters panel . 
        2. Click the External Contact tab.

        External Contact filters

        Filter Description
        External Contact

        Displays information about interactions associated with the selected external contact. You can filter for:

        • Contact name
        • Address
        • Phone number
        • Email address
        • Organization name
        • Custom fields  

        When you filter by external contact, the contact name appears with the associated organization name. 

        Filter for multiple external contacts at one time by entering another contact and searching again.

        Enable Include merged contacts to search all the contacts that relate to the external contacts in the filter.

        Note: You can associate each merged contact with many individual contact IDs. When you enable the Include merged contacts, all merged contact IDs are automatically added to the search. The search filters are limited to 200 total search dimensions.

        For example, if you merge one contact into five other contacts, the search, performed along with the merged contacts, filters a total of six contacts. If an organization heavily uses the merged contacts, a search for a few external contacts can hit the search filter limit.

        External Organization

        Displays information about interactions associated with the selected external organization. You can filter for:

        • Organization name
        • Address
        • Phone number
        • Custom fields

        Filter for multiple external organizations at one time by entering another organization and searching again.

        Available columns

        To view the available columns, see Campaign performance summary view section in the View available columns in performance views by category article.

        To view the consolidated list of available columns in the performance views, see Consolidated view of available columns in performance views.

        To view the list of available columns in the performance views by category, see View available columns in performance views by category.