Create a Dashboard: Your Campaigns

Create a Dashboard: Your Campaigns

How successful are your email campaigns?

This article will show you how to create a dashboard summarizing the performance of your email Campaigns (Broadcasts)  We show you how to create dimensions and metrics that allow you to easily understand performance across one or many email Campaigns and/or automation campaigns. 

With interactive filtering, you will be able to compare metrics for Broadcasts within an Automation or results from several individual campaigns. 

If you don't like the metrics we created, this lesson will give you the skills required to create other metrics to display in your Dashboard.


Template: Your Campaigns

To get started, copy the template from this location Your Campaigns 


















Create your data sources

Standard Data sources

For this Dashboard you will need to create two standard data sources from the following resources. These contain no custom dimensions or metrics. (when we refer to a standard data source this is a data source with with no custom dimensions or metrics to create manually)

Data source resources.

  1. Campaigns
  2. Automations


Data source aggregations

For the Campaigns data source, the many of  the dimensions have had a default aggregation set to "Sum". This means  that you do not have to go and manually set the aggregation for the  metrics used in this dashboard. They include

  • send_amt
  • total_amt
  • opens
  • subscriberclicks
  • unsubscribes
  • uniquelinkclicks
  • uniqueopens


VIDEO: Create Build your Campaign data studio connector sources

You can watch the following video to see how to set up your data sources and how the default aggregation works. 



VIDEO: Configuring your dashboard


Now you have completed creating your data sources for "Your Campaigns" dashboard, it is time to configure them into your Looker Studio Dashboard.

This short video takes you through the configuration of your dashboard. 





TIME SAVER: 

When you copy dashboard templates, provided you use the same name for your data sources, Looker Studio will automatically populate the data blend with the new data sources. That's pretty cool that we don't have to create the data blends and any custom dimensions and metrics.  along with mapping any of the charts that are  populated by Data Blends. The data blend and all the associated  configurations are documented in the next lesson in case you want to have a go yourself.


Creating your data blends

Data blend name: Automations & Campaigns

From the previous lesson, we have learnt that when using templates, you don't need to rebuild data blends. However, the design of the Data blend for this dashboard is documented below so you can easily see how to customise your data blend and dashboards.

This data blend requires two data sources. 

  1. Campaigns
  2. Automations

The Join keys are  

  • campaigns.automation
  • automations.id

Metrics

The data blend requires the following metrics as per the table below.                                                                                                                                          

Name
Type
Formula
Year
Dimension
DATETIME_TRUNC(sdate, YEAR)
Sends
Metric
sum(send_amt)
total_amt
Metric
sum(total_amt)
Opens
Metric
sum(opens)
Subscriber Clicks
Metric
sum(subscriberclicks)
Unsubscribes
Metric
sum(unsubscribes)
Unique Opens
Metric
sum(uniqueopens)
Link Clicks
Metric
sum(linkclicks)
Unique Link Clicks
Metric
sum(uniquelinkclicks)
Unique Open %
Metric
sum(uniqueopens / send_amt)
Unique Link Clicks %
Metric
sum(uniquelinkclicks /send_amt)
CTR %
Metric
sum(uniquelinkclicks /uniqueopens)



Dimensions

You will also need to add the following dimensions                

Name
Source
Send Date
sdate
Campaign Name
campaigns.name
Automation Name
automation.name

You will need to set the date range using "sdate"


TIP: 

Creating Year or Month dimensions (or any time period you chose) is a great way  to easily segment your data or use as a filter value.