Steps
- Open Analytics and choose a defined period.
- Filter by list, campaign, sender, or channel.
- Compare sent steps, acceptance, replies, and positive replies.
- Investigate weak results by segment, geography, role, and source.
- Change one variable in a limited next test.
- Export only when enabled for the selected data.
Safety checks
- The correct workspace, object, view, period, or endpoint is selected.
- Permissions, ownership, required fields, and protected data were reviewed.
- The test result was checked in the destination or final dataset.
- Credentials and internal evidence are not exposed.
Troubleshooting
| Problem | Solution |
|---|
| Export is disabled | Check selection, period, data, role, and workspace availability. |
| Numbers differ from a list | Compare period, filters, sender, campaign, and Scheduled versus Sent. |
| Reply rate drops | Check audience, timing, sender, channel, and copy before changing one variable. |
Frequently asked questions
Why should I test first?
A controlled test exposes mapping, permission, data, and ownership errors before broad impact.
Can I assume every workspace has this feature?
No. Use the current UI and confirmed provisioning.
What should screenshots hide?
Credentials, tokens, personal data, customer records, internal URLs, and identifiers.
Who should own the configuration?
Assign an accountable administrator and a business owner.
What should I document?
Purpose, scope, owner, fields or filters, test result, and review date.
When should I contact support?
When availability, saved state, permissions, or results remain inconsistent after a controlled check.
