Overview
Use Campaign Detail to review a selected campaign's activity, contacts, cadence, calling work, settings, and performance. The Email Reporting area separates measured human engagement from scanner and other raw tracking activity. Eligible client campaign managers can also add a template step to an enabled email sequence. In Settings, campaign managers can optionally send a meeting owner a secure, one-use outcome form after an eligible meeting.
How to use this page
Open campaign reporting
Open a campaign and choose Email Reporting, then Email Analytics. Use the reporting tabs to move between the campaign's email performance, sent email activity, and click records.
Set the analytics view
Use the 7d, 30d, 90d, or 180d range controls, or choose both From and To dates for a custom window. Use the Sequence menu to view All, Post-Call, or Auto-Cadence activity.
Read measured engagement
Review Sends, Replies, Clicks, and Opens first, then use the daily chart and the cadence-step and template sections for detail. Opens report unique human email opens. The Opens card separately notes excluded scanner events and raw tracking events when those counts exist, so raw activity is not mistaken for a person reading an email.
Enable tracking for future sends when needed
If open tracking is off, eligible campaign managers can use Enable tracking in the Opens card. The setting affects future sends, not email already sent. Tracking notices explain when open or click data is unavailable.
Add a cadence email step when permitted
In an enabled Email Templates sequence, select Add Step to create the next template. Eligible client users whose workspace has campaign-management access can add a step too. The new template appears in the active sequence, where you can edit its copy or use the available AI generation tools.
Configure a post-meeting owner outcome request
Open Settings and find Post-Meeting Owner Status Email. Turn it on, choose the delay, and edit the subject and email body if needed. Each eligible meeting owner receives a private, one-use outcome button automatically, which opens a SalesHive form to save the meeting outcome, next steps, qualification, no-show status, and contract value. Each meeting has one claimed send attempt, and sent or failed results are recorded in Activity.
What the buttons do
- Email Reporting
- Opens the campaign reporting workspace.
- Email Analytics
- Shows filtered email performance by range and sequence.
- 7d, 30d, 90d, and 180d
- Applies a rolling analytics window.
- From / To / Clear
- Sets or clears a custom inclusive analytics window.
- Sequence
- Filters the analytics view to All, Post-Call, or Auto-Cadence sends.
- Enable tracking
- Eligible campaign managers can enable open tracking for future sends when it is currently off.
- Add Step (Email Templates)
- Creates the next template in the active enabled sequence for users with campaign-management access.
- Post-Meeting Owner Status Email
- Campaign-specific switch and email settings for sending an eligible meeting owner a secure, one-use outcome form.