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Problem Statement:

We are managing multiple email series and banners and would like to streamline the process of reviewing their performance. Currently, reviewing each email series individually via the "Series Performance" stats is time-consuming and lacks a consolidated view of overall performance. This makes it difficult to monitor and report on metrics effectively across multiple series, especially since we want to scale this to monitor across different tags (products, partner affiliates, etc). 

Supporting Information:

  • The goal is to have a solution where specific email series/banners statistics can be aggregated into a report or at least extracted for further analysis.
  • Ideally, this report would allow us to review performance by series status, content, or other relevant criteria, helping to monitor both individual and overall series performance.
  • As far as I can tell, this functionality cannot be set up as a Custom Report within InterCom.

The Ask:

Would it be possible to create a data export (e.g., .csv) that could feed into an external table or template for further manipulation and distribution? Alternatively, is there a way to extract data from the "Views" in the Outbound section, which already groups messages we want to monitor?

Any guidance on how to achieve this or workarounds would be greatly appreciated!

Hey ​@Charles Fox 👋 Jacques here from Support Engineering!

You could use the CSV export feature we have in Intercom for this. With this, you can export your Series stats through the Series Overview page. You can select the date range for the data you want, and the report will be emailed to you with a link to the CSV file. The export will contain multiple files, which you can then import into your preferred analytics tool for further manipulation and distribution. These files include detailed statistics such as series completion, disengagement, and exits, as well as content-specific stats like opens, clicks, and replies.

This solution should allow you to aggregate specific email series/banners statistics and review performance by series status, content, or other relevant criteria outside of Intercom.

For more information on how to measure and export your series performance, you can refer to the public documentation: Measure how well your series performs.

Hope this helps!

Thank you Jacques! If I understand this correctly though, I still need to export on a series-by-series basis correct? And it would still be needed to be done manually each time I needed to update the analysis? 

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