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Insights: Using the Engagement dashboard
Insights: Using the Engagement dashboard

Learn how to track user engagement in Insights.

Updated over a week ago

Insights is a closed beta feature. Only users who receive an invite can join the beta.

The Engagement dashboard in Insights helps you track how subscribers engage with your emails.

In particular, you can learn which emails are generating the most sales and which segments are most likely to purchase.

Use the options above the Engagement dashboard to:

  • Group your data by a specific time interval, i.e., on a daily, weekly, or monthly basis

  • Choose the date range for which you want to get data

Understanding the Engagement dashboard

All Subscribers

The total number of subscribers in your ConvertKit account. It includes your active, cold, and unsubscribed subscribers. Learn about these subscriber statuses here.

NOTE: This number isn’t affected by your report’s date range.

Engaged Subscribers

The number of subscribers that have clicked at least one of your emails within the specified date range.

Engagement %

Formula: Number of customers / Total number of subscribers x 100%.

The percentage of your subscribers that are engaging with your Broadcast and Sequence emails.

The higher your engagement rate, the more effective your marketing efforts are in targeting your ideal audience, and the more likely you are to convert them into customers.

Engagement by Segment

This stacked bar chart gives you a view of the duration for which your subscribers stay engaged with your emails, blog posts, lead magnets, etc over time.

Click the Tag, Status, or Other tab to segment your subscribers by the Tags they have, status (i.e., subscribed or unsubscribed), and custom fields.

A few things to note about this report:

  • Column headers: Based on what you segment by—Tag, Status, or Other—the name will be listed in the gray bar.

  • Engagement %: Each percentage represents the percentage of subscribers corresponding to the Tag, Status or Other filter that is still engaging with your emails.

  • Number at the top: This is the total number of subscribers who have that Tag, Status or Other filter who have engaged (clicked) with your content at least once.

As you scroll across the report, you may see certain segments with higher month-over-month engagement than others. It may be worth focusing your marketing efforts on these segments since their subscribers are engaging with your emails more.

Performance Breakdown

This table will give you a breakdown of how your tagged segments are growing, how they are converting, and how much revenue they are generating.

You’ll see how much traffic, signups, purchases, revenue, and the signup value for each channel, page, or other filtering options.

You can also click each column to sort its values by ascending or descending order. This is helpful for seeing which channel or page converts at the highest rate, or which one brings in the subscribers with the highest signup values, for example.

“Conv Rate” stands for conversion rate, and is the percentage of signups who have converted to customers. It is calculated using this formula: Signups / Customers x 100%.

Email Attribution

This table will tell you which emails are converting subscribers to customers through the last-click attribution model. The signup numbers shown are based on the first-touch attribution model in the Acquisition dashboard.

Last-click attribution model is tracking what a subscriber last interacted with before making a purchase. In other words, this table will show you which emails were the highest sales driver for your products.

This is helpful for checking which emails in a sales Sequence are converting more customers than others.

Customer Journey Funnel

Track your users’ progress through these customer journey stages, and take action if you notice many users dropping off before reaching the next stage in the journey:

  • Awareness

  • Acquisition

  • Engagement

  • Purchase

  • Retention

You can segment users by their acquisition channels to evaluate each channel’s effectiveness in driving customers.

To set up your customer journey funnel, you’ll need to select the Tag that subscribers will have when they reach the Engagement stage of the funnel. For example, this could be a Tag that’s added to them when they click an email link directing them to your sales page.

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