Insights Tab

The sequence Insights tab provides a graphical view of the performance of your sequence and its results. You can review the status of contacts progressing through the sequence, as well as the performance of your email and text messages, and the results of your packages.

To view the Insights tab, follow these steps:

1. Click Sequences on the main menu.

2. Click the View icon next to the sequence name.

3. Click the Insights tab.

The Contact Insights blocks display the current status of contacts in the sequence:

• Contacts: Shows the total number of contacts added to the sequence over time.

• Active: Displays the number of contacts currently active in the sequence.

• Tasks Pending: Indicates the number of tasks that are waiting to be completed before the contacts can continue through the sequence.

• Tasks Completed: Shows the number of tasks you have completed for this sequence.

• Paused: Displays the number of contacts that are paused in the sequence. Contacts are paused by you, by Out-of-Office replies or by an email soft bounce. To learn how to pause, see the article titled Contacts Tab.

• Failed Steps: Indicates how many contacts have failed while progressing through the sequence. Failures can include certain email delivery issues, incorrect or missing mobile numbers that couldn't confirm delivery, and other technical issues.

• Finished: Shows the percentage of contacts that completed the sequence without replying, along with those you manually marked as finished.

• Exited: Displays the percentage of contacts that exited the sequence based on the exit rules you selected in the sequence settings tab. Learn more about settings.

• Connected: Indicates the percentage of contacts you connected with through a call task.

• Replies: Shows the percentage of contacts that replied via email or text message.

• Unsubscribed: Displays the percentage of contacts that unsubscribed from your emails.

• Bounced: Indicates the percentage of contacts whose emails bounced. To learn more about avoiding bounces, see the article titled Cleaning Your Address Books.

• Unenrolled: Displays the percentage of contacts who were either manually unenrolled from the sequence or automatically unenrolled due to an email bounce. To learn how to unenroll a contact, see the article titled Contacts Tab.

Understanding How Stacked Bar Graphs Work

Stacked bar graphs provide a visual representation of results at a specific moment in time. As a result, they may not match the results displayed in the blocks described above. Instead, each bar allows for a comparison of different results by date and step.

When you hover your mouse over a bar graph, the specific results will appear. Since these bar graphs stack the results on top of one another, they will change as new results come in. It’s easier to read the data from the bottom up.

Contact Insights Bar Graphs

The Contact Insights bar graphs break down results by sequence step and its day interval. Hovering your mouse over a bar will display the individual results.

Important Note: The Contact Insight bars are the only insights that attribute results to the original send date or task due date.

For example, if an email was sent on Step 1, Day 1 and receives a reply later, that reply will still appear in the Step 1, Day 1 column.

All other Insight bars report results based on the actual date the action occurred, not when the step was originally scheduled. This distinction helps you accurately assess which messages or steps are driving engagement.

Important Note: If the first step is an auto email that bounces and the second step is a text message, the contact will still advance to the second step, but no further emails will be sent to that email address.

Email Insights

The Email Insights blocks display the current combined totals for all email steps in the sequence:

• Sent: The total number of email messages sent across all steps.

• Failed: The percentage of sent email messages that failed to be delivered.

• Opened: The percentage of total emails sent that have been opened.

• Link Clicks: The percentage of all links sent that have been clicked by recipients.

• Packages Opened: The percentage of total packages sent via email that have been opened.

Note: The only case where a package may not show as opened, even if it was viewed, is when it contains only a single image file. This is because the image is displayed immediately, with no other content to trigger an interaction.

• Replies: The percentage of contacts that have replied to the total emails sent.

• Bounced: The percentage of sent emails that have bounced.

• Unsubscribed: The percentage of contacts that have unsubscribed from the total emails sent.

Email Insights Bar Graphs

These graphs display results by date to highlight trends over time. Hover your mouse over any bar to view the individual results for that specific date.

Text Insights

The Text Insights blocks display the current combined totals for all text message steps in the sequence:

• Sent: The total number of text messages sent across all steps.

• Delivered: The percentage of total text messages sent that have been successfully delivered.

• Failed: The percentage of total text messages sent that failed to be delivered.

• Link Clicks: The percentage of all links sent that have been clicked by recipients.

• Packages Opened: The percentage of total packages sent via text message that have been opened.

• Replies: The percentage of contacts that have replied to the total text messages sent.

Text Insights Bar Graphs

These graphs display results by date to highlight trends over time. Hover your mouse over any bar to view the individual results for that specific date.

Package Insights

Each package displays its own individual results. To view insights for a different package, simply select it from the dropdown menu.

The Package Insights Blocks display the results for the package:

• Sent: The total number of packages sent across all steps.

• Unique Views: The total number of unique recipients who have viewed the package.

• Total Views: The total number of views by all recipients, including multiple views by the same recipient.

• Conversions: The percentage of viewers who clicked your package’s call-to-action button. To learn more about this feature, see the article Converting Someone Who Views a Package.
• Leads: The total number of leads collected through the Response Form during the conversion process.

• Video Views: The total number of views for all videos in the package.

• Audio Heard: The total number of times all audio files have been played.

• Image Views: The total number of times all images have been viewed.

• Document Views: The total number of times all documents have been viewed.

• Downloads: The total number of file downloads.

Package Insights Bar Graphs

These graphs display results by date to highlight trends over time. Hover your mouse over any bar to view the individual results for that specific date.

Next, learn about the Contacts Tab.