How to Use the Analyze Page

AI Summary, Analysis & Recommendations

The Analysis tab provides an AI-generated performance summary. It combines the last 30 days of social media, email, and SMS metrics into four structured insight cards. The summary is Brand-specific, and freshly generated (daily) when you load the page or generate a report.

The Four Insight Cards

The AI summary is displayed as a 2-column grid of four cards:

• Overview — A high-level summary of performance for the month: top channels, send volumes, key stats across social, email, and SMS.
• Wins — What performed above average: high-open campaigns, top-performing posts, successful journey completions.
• Outliers & Risks — Anomalies and concerns: underperforming content, elevated bounce rates, growing complaint rates, concerning trends.
• Action Items — Specific, prioritized next steps the recommendations to improve your performance across channels.

Commerce

If your Shopify or WooCommerce store is connected and has order data, the Analysis tab also displays Commerce Cohort metrics below the analysis cards. These metrics show spend frequency breakdown and revenue attribution across your contact segments. This data does not appear if your store is not connected.

• Purchase After Journey — tracks the number and total revenue of purchases made after being contacted by an Email or Journey message. This is a powerful way to measure the effectiveness of your automated sequences.
• Spend: High / Medium / Low — distribution of contacts by total spending
• Purchase frequency: High / Medium / Low — how often contacts have placed orders
• Purchases: First order only — one-time buyers who may respond to a loyalty or re-engagement campaign
• The Analysis section always uses the last 30 days — this window is not adjustable.
• Generating a new summary may take up to a minute on first load; subsequent views use the cached result.
• SMS metrics are included in the Analysis tab when SMS is enabled on your account.
• If the Analysis tab is not visible, your plan does not include Pro or Agency features — upgrade in Billing to get these valuable and actionable insights and have white-labeled reports delivered to your inbox every week.

CRM & Email

CRM analytics appear on the Email / CRM & Email tab and cover journey performance, commerce cohort data (Shopify), and contact segment health. Use this data to understand how your automated sequences and contact list are performing.

Journey Performance

The journey performance table shows metrics for every active (and historically run) journey for your brand. Key columns include:

• Enrollments — total contacts who entered the journey
• Completions — contacts who reached the end of the journey sequence
• Average open rate — average open rate across all email steps in the journey
• SMS sent / SMS delivered — total SMS messages sent and confirmed delivered from journey SMS steps (if SMS enabled)
• Purchases — revenue-attributed purchases from journey emails (if Shopify is connected)

A healthy journey completion rate is above 70%. If completion is low, check whether contacts are exiting early due to a condition branch or a bounce. Rows are sorted by Purchases (descending), then by Email Sent.

Segments

Segment data shows the performance of both system and custom segments.

Commerce segments update dynamically from your store order data. If this section does not appear, verify that your store is connected.

Monitor the size and growth of key contact segments to gauge overall list health:

• If the Bounced segment exceeds 5% of your total contacts, stop sending to unverified addresses and clean your list.
• If the Complained segment is growing, reduce send frequency and review your list acquisition sources.
• The Clicked segment is your most engaged audience — use it as the target for your next campaign to maximize results.

See Segments for how to build and manage contact segments.

Email

The CRM & Email tab on the Analyze page shows Brand-level performance across all campaigns and journeys for a selected date range, and individual campaign detail pages show metrics for a single send. Both views support date range filtering.

Using the Email Tab

• Set a From and To date at the top of the tab, then click Apply to load data. Default is the last 30 days. Changing dates alone does not refresh — you must click Apply.
• Six summary metric cards display aggregate performance for the period: Sent, Delivered, Open Rate, Click Rate, Bounce Rate, and Complained.
• The Journey performance table shows per-journey email and SMS stats (when journeys are active).
• The Top 10 campaigns by open rate table shows your best-performing campaigns for the period, with Sent, Delivered, Open %, Click %, and Bounce % columns.

Key Metrics

• Sent — total emails attempted (campaigns + journeys combined)
• Delivered — emails that reached the inbox (sent minus bounced)
• Opened — unique recipients who opened the email
• Clicked — unique recipients who clicked a link
• Bounced — emails that could not be delivered (hard and soft)
• Complained — recipients who marked the email as spam
• Unsubscribed — recipients who opted out
• Open Rate — opened ÷ delivered
• Click Rate — clicked ÷ delivered
• Click-to-Open Rate (CTOR) — clicked ÷ opened
• Bounce Rate — bounced ÷ sent
• Complaint Rate — complained ÷ sent

Benchmarks

Use these benchmarks to evaluate your performance:

Interpreting Your Results

• Low open rate (< 15%) — A/B test subject lines; check send time; verify your sender domain reputation is healthy
• High bounce rate (> 5%) — clean your contact list; exclude the Bounced segment from future campaigns
• High complaint rate (> 0.3%) — reduce send frequency; review list acquisition source; consider adding double opt-in
• Low click rate (< 1%) — improve CTA copy; test button placement; make sure the offer matches your audience segment
• Strong journey completion (> 70%) — consider extending the sequence with additional steps

Open and click data may lag 1–2 hours after sending as stats are collected from our email delivery provider. Bounces and complaints update in near real-time.