Reports
PrimoCRM reports in two places. Each campaign has its own results, and the Dashboard shows your contacts and sending across all campaigns over time.
A campaign’s results
Section titled “A campaign’s results”Open a campaign from the Campaigns list. Its screen shows:
| Metric | Meaning |
|---|---|
| Recipients | Contacts the campaign was queued for |
| Sent | Emails handed to your mailer |
| Opened | Recipients who opened the email (tracked with a pixel) |
| Clicks | Recipients who clicked a tracked link |
| Failed | Emails your mailer refused, with the error it gave |
Below the totals, the recipient list shows each contact’s status, whether they opened, how many links they clicked, and when their email was sent.
The Dashboard
Section titled “The Dashboard”The Dashboard is the first screen you see in PrimoCRM:
- Headline numbers: total contacts, emails sent, open rate, click rate, and active campaigns, for the period you choose.
- Contact growth and email performance charts, daily or cumulative.
- A delivery funnel from sent to opened and clicked, with bounces and unsubscribes.
- Recent campaigns, top lists, and top tags.
- Engine health: emails waiting in the queue and when the background workers last ran.
Reading the numbers
Section titled “Reading the numbers”- Open rate and click rate are the clearest signals of subject-line and content quality.
- Failed sends point at your mail setup. The error on the recipient row says what the mailer refused. See Sending and Deliverability.
- Unsubscribes are normal. A sudden spike suggests a targeting or frequency problem.
Bounces and spam complaints are reported by your email service provider. With Pro’s ESP integrations, PrimoCRM receives them and moves those contacts to Bounced or Complained, which suppresses them from future sends. See Contact Status.
Acting on a report
Section titled “Acting on a report”- Low opens: test a different subject line, or with Pro, A/B test two subjects or resend to non-openers with a new one.
- Good opens, low clicks: your content or call to action needs work.
- High unsubscribes: reduce frequency or tighten your targeting.
Advanced reports (Pro)
Section titled “Advanced reports (Pro)”Pro adds a Reports screen with open and click rates over time, a campaign-by-campaign performance table, the delivery funnel, sequence and automation statistics, recent sends, and where your contacts came from. See Advanced Reports.