Analyze your journey’s overall performance with all time reports

In this video, we’ll walk you through the All-Time Report in Adobe Journey Optimizer, your central hub for uncovering actionable insights across journeys, campaigns and channels. These reports provide a comprehensive view of historical data, allowing you to analyze the effectiveness of your journeys over extended periods and understand long-term trends and performance. We’ll cover everything you need to know to make the most of All-Time Reports in Adobe Journey Optimizer. You’ll learn how to navigate the interface, access key dashboards, and interpret essential KPIs to evaluate campaign and journey performance. We’ll also explore how to apply filters and date ranges for deeper insights, use Insight Builder for custom reporting and advanced data exploration, and export or schedule reports to keep your team informed. Let’s get started. Navigate to the Reports menu under Journey Management and open the Overview Report to see metrics across all your campaigns and journeys. In the left navigation, you’ll notice multiple sections displaying available metrics. First up is the Highlights KPIs section, a comprehensive dashboard that gives you a clear breakdown of key metrics across all campaigns and journeys in your environment. It’s a quick and powerful way to assess performance and spot opportunities for improvement. The Journey section acts as a detailed dashboard, giving you a clear view of key metrics tied to your journeys, like how many profiles entered and how many individual journeys failed. It’s designed to help you understand overall effectiveness and engagement at a glance. The Campaigns section functions as an all-encompassing dashboard, implementing a detailed overview of critical metrics for your campaign. It features essential data such as the number of profiles and sends, giving you comprehensive insight into your campaign’s performance and engagement levels. The Channels section provides a detailed breakdown of your profiles’ engagement with your messages at the channel level. This allows you to gain deeper insights into how different channels are performing. Insight Builder allows you to ask questions on the fly and perform analysis. Now let’s take a closer look at how these insights can empower you to fine-tune your marketing efforts with precision. These tools offer a clear, comprehensive view of how your campaigns and journeys are performing across the board. Let’s start with the Key Highlights KPIs. Journey engagement shows how many unique individuals received your messages and reached a key action point. It helps you understand whether your journey is resonating with your audience. High engagement means your content and timing are working well. Low engagement may signal a need to adjust messaging, targeting or delivery channels. Journey enters tracks how many people triggered the journey’s entry event. It’s your measure of initial reach and audience activation. If this number is low, it could mean your entry criteria are too narrow or your campaign isn’t attracting enough attention. Journey failures highlights where individual journeys didn’t execute successfully. It helps you pinpoint technical issues, broken logic or disqualified profiles. By investigating failures, you can troubleshoot and optimize your journey to ensure smoother execution. Now let’s look at journeys, your comprehensive dashboard. This table provides a detailed analysis of key metrics for each journey, including the number of profiles entered and any failed individual journeys. It’s your go-to resource for understanding journey effectiveness and engagement levels at a glance. Clicking on the name of any journey listed will provide you with a comprehensive report in a new tab, allowing you to explore each journey individually. The Campaigns table is your all-in-one view for tracking performance and engagement. These campaign KPIs offer a clear window into how well your messaging is performing and where you can optimize for better results. Click-through rate measures the percentage of users who click to on a hyperlink in your message content. It’s a key indicator of how engaging and relevant your messaging is. A strong click-through rate suggests your call to action and content resonate with your audience. Delivered shows the total number of messages successfully sent. This helps you assess the reliability of your delivery infrastructure and the health of your contact list. Low delivery rates may point to issues like invalid addresses or spam filtering. Displays show how often your message is displayed. This metric gives you insight into visibility and initial interest.

Clicks shows the number of users who clicked on your message. With these insights at your fingertips, you can quickly evaluate impact, identify opportunities, and make informed decisions to elevate your strategy. Next, let’s explore the Channels section. This area gives you a detailed breakdown of engagement at the channel level, showing how your audience interacts with messages. Here’s what you’ll find in the table. People shows the number of user profiles that qualified as target profiles for your messages. Click-through rate measures the percentage of users who clicked on a hyperlink in your message content. Delivered shows the total number of messages successfully sent. Displays show how often your message is displayed. Clicks shows the number of users who clicked on your message. Below the main table, you’ll see two additional sections. The Outbound Errors table helps you identify specific errors that occurred during the sending process, making it easier to troubleshoot issues. The Outbound Exclusions table shows the factors that cause certain profiles to be excluded from your audience, explaining why some messages weren’t delivered. This section is essential for understanding channel performance and ensuring your campaigns run smoothly. Finally, let’s take a look at Insight Builder. Insight Builder is a dynamic tool designed to help you answer specific questions by generating data visualizations and tables on the fly. Whether you want to explore which marketing channel performs best for a particular journey, or identify the most active week in your campaign, Insight Builder allows you uncover those answers quickly and intuitively. To start, we will simply select two core elements. Firstly, let’s select a dimension which is a descriptive attribute like marketing channels, devices, or products, and a metric which represents measurable behavior such as visits, orders, or average time spent. Insight Builder automatically generates a responsive table along with a visualization that updates live as we modify our inputs. We can enrich our analysis with up to two-dimensional breakdowns which lets us compare behaviors across different groups, for example viewing daily performance. You can also track up to three metrics simultaneously to get a more layered understanding of performance trends. We can also hone in on specific segments of users or events using the Filter By drop-down, adding depth and relevance to your insights.

Date ranges can be selected from the drop-down allowing us to analyze our data over specific time periods from recent weeks to long-term trends. We can highlight a particular data set by selecting cells in our table and the visualization will update instantly. To explore our report in greater detail, we can take advantage of filter options available in each section. In the journeys area, we can refine metrics by selecting a specific journey name and date. Over in campaigns, filters include campaign name, channel, and date, giving full control over the data we want to see. By default, the filter period aligns with the campaign or journey start and end dates. If no end date is set, the filter automatically uses the current date. To narrow your focus to a specific time frame, simply click the date in the top right corner of the section. This opens a calendar where you can manually select your start and end dates or quickly apply a preset range from the drop-down menu. We can also fine-tune our analysis in the advanced settings by adjusting the start and end time or choosing relative dates tied to the panel calendar. For ongoing tracking, select rolling dates to keep your metrics up to date automatically. Once our filters are set, we can click apply to update the report and unlock deeper insights tailored to our time frame and focus. Exporting reports in Adobe Journey Optimizer is simple and flexible, perfect for sharing insights or archiving performance data. To begin, click share in the top right. From here, you can choose to download your report in either CSV or PDF format. Selecting download CSV will start the download immediately, while download PDF prepares the file and notifies you once it’s ready. For automated delivery, we can use the schedule export feature, which allows you to send up to 10 reports on a reoccurring basis. Managing your scheduled reports is easy, with options to update, edit, cancel or delete any report. From the drop-down menu, we will select schedule report, which opens the scheduling panel. First, we have the option to choose our file format, either CSV or PDF. We can also add a brief description to clarify the purpose of the export, which is especially useful if you’re managing multiple scheduled reports. Next, enter the recipients’ names or email addresses. For this example, we will use test at adobe dot com. Now it’s time to set the delivery frequency. We can choose to send the report weekly, monthly or yearly. Based on your selection, additional scheduling options will appear. For example, if we choose weekly, we’ll be prompted to select the day of the week the report should be sent. For monthly, we can specify the week within the month and the day. And if we select yearly, we can choose the month and day for delivery. For this example, we’ll select weekly and Monday. We will also need to define the start and end dates for the schedule. This determines how long the automated delivery will remain active. If we want the report to continue indefinitely, we can leave the end date blank.

Now that all of the fields are filled out and our preferences are set, we can click send on schedule to activate the export. Our report will now be delivered automatically. To take reporting to the next level, Adobe Journey Optimizer offers a powerful integration with Customer Journey Analytics Analyze in CJA feature, which is available in every report. With just one click, you can seamlessly transition from the high level summaries to advanced real-time cross-channel analysis. Simply select Analyze in CJA at the top of your report. This action exports your current data context, such as journey name and metric filters, directly into the Customer Journey Analytics workspace. Once inside CJA, you unlock a rich set of capabilities. Break down metrics by customer attributes like segments, regions, or devices. Visualize journeys across time and touch points, giving you a complete picture of user behavior. Apply filters, run comparisons, and build calculated metrics to tailor your analysis. And that’s it. You’ve now learned how to access and navigate all-time reports in Adobe Journey Optimizer, unlocking valuable insights to help you better understand and enhance the performance of your customer journeys and campaigns. Thanks for watching.