We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Campaign Performance Report	https://dashboard.boulevard.io/reports/campaign_performance

Overview

The Campaign Performance report helps you evaluate how your marketing campaigns are performing, from delivery through client engagement to attributed bookings. It measures reach, engagement, and appointment impact by campaign, campaign type, and location.

Use this report to see whether messages are reaching and resonating with clients, how much revenue campaigns are driving, and where messaging may need adjustment. It's especially useful for comparing campaign performance across locations, tracking engagement trends over time, and spotting early signs of message fatigue like rising unsubscribe or bounce rates.

Note: Appointments are attributed to a campaign only if booked within 7 days of the send date, and results are anchored to the campaign send date rather than the completion date — so figures here won't match your marketing invoice. See the Report Caveats section below for details.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Monitor campaign reach and delivery	Track how many clients were targeted and whether messages were successfully delivered across email and text channels.	Did this campaign actually reach clients? Were there delivery or bounce issues by location or channel?
Evaluate engagement effectiveness	Analyze open rates, click rates, and unsubscribe behavior to understand how clients are responding to messaging.	Are clients opening and engaging with this campaign? Is engagement improving or declining over time?
Measure appointment impact	Understand how many appointments were booked and completed as a result of a campaign.	Did this campaign drive real bookings, or just engagement?
Assess projected vs realized value	Compare projected appointment sales to completed appointment sales to understand true business impact.	Did the campaign perform as expected financially, or did conversions fall short?
Identify message fatigue or risk	Monitor unsubscribe rates and delivery failures to detect over-messaging or poor targeting.	Are we sending too many messages? Is this campaign causing clients to unsubscribe?
Compare campaign performance across locations	Segment results by location, group, or tags to identify where campaigns perform best or underperform.	Which locations benefit most from campaigns? Where should messaging be adjusted?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Marketing Reporting > Campaign Performance
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, you must have sent at least one marketing campaign.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location associated with the campaign.	Downtown Branch	Yes
Campaign Type	Type of Campaign: one-off, automated, or blast	Blast	Yes
Campaign Name	Name of the marketing campaign sent to clients.	Summer Promo 2023	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Recipient Count	Total number of unique clients targeted by the campaign.	2	No
Appointments Booked	Count of appointments booked that are attributed to the campaign.	150	No
Appointments Completed	Count of booked appointments that were completed.	120	No
Projected Appointment Sales	Estimated dollar value of expected sales from booked appointments. Units: dollars.	15000	No
Appointment Sales	Total gross value of completed appointments attributed to the campaign. Units: dollars.	12500	No
Emails Attempted	Count of email messages attempted to be sent.	4800	No
Email Delivery %	Percentage of emails successfully delivered.	0.989	No
Email Open %	Percentage of delivered emails that were opened.	0.526	No
Email Click %	Percentage of delivered Emails that resulted in a click.	0.16	No
Texts Attempted	Count of text messages attempted to be sent.	200	No
Text Delivery %	Percentage of text messages successfully delivered.	0.975	No
Text Clicks %	Percentage of delivered text messages that resulted in a click.	0.23	No

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example	Filter?
Location Name	Name of the business location associated with the campaign.	Downtown Branch	Yes
Campaign Type	Type of Campaing: one-off automated or blast	Blast	Yes
Campaign Name	Name of the marketing campaign sent to clients.	Summer Promo 2023	Yes
Recipient Count	Total number of unique clients targeted by the campaign.	2	No
Appointments Booked	Count of appointments booked that are attributed to the campaign.	150	No
Appointments Completed	Count of booked appointments that were completed.	120	No
Projected Appointment Sales	Estimated dollar value of expected sales from booked appointments. Units: dollars.	15000	No
Appointment Sales	Total gross value of completed appointments attributed to the campaign. Units: dollars.	12500	No
Emails Attempted	Count of email messages attempted to be sent.	4800	No
Email Delivery %	Percentage of emails successfully delivered.	0.989	No
Email Open %	Percentage of delivered emails that were opened.	0.526	No
Email Click %	Percentage of delivered Emails that resulted in a click.	0.16	No
Texts Attempted	Count of text messages attempted to be sent.	200	No
Text Delivery %	Percentage of text messages successfully delivered.	0.975	No
Text Clicks %	Percentage of delivered text messages that resulted in a click.	0.23	No
Sent On	Calendar date and time when the campaign message was sent.	2023-10-01 9:00:00	Yes
Location Group	The location group the business location is associated with, if applicable.	West Coast Region	Yes
Campaign ID	Unique identifier for the marketing campaign.	123e4567-e89b-12d3-a456-426614174002	No
Client Name	Full name of the client who received the campaign.	John Doe	Yes
Client First Name	First name of the client who received the campaign.	John	Yes
Client ID	Unique identifier of the client who received the campaign.	123e4567-e89b-12d3-a456-426614174001	No
Location ID	Unique identifier for the business location associated with the campaign.	123e4567-e89b-12d3-a456-426614174000	No
Location External ID	External system identifier for the location, if applicable.	123e433567-e89b-12d3-a456-426614174000	No
Client Action On	Date and time when the recipient took an the latest action (open, click, unsubscribe, conversion).	2023-10-25 14:30:00	Yes
Email Delivery Status	Final delivery status of the email (e.g., Delivered, Bounced, Failed).	Delivered	Yes
Text Delivery Status	Final delivery status of the text message, if applicable.	Failed	Yes
Has Client Converted	Flag indicating whether the client converted after receiving the campaign (true = converted).	TRUE	Yes
Emails Delivery	Count of successfully sent email messages.	4750	No
Email Bounces	Count of emails that failed due to invalid addresses or delivery errors.	50	No
Email Bounce %	Percentage of emails that failed due to invalid addresses or delivery errors.	0.011	No
Email Opens	Total number of email opens recorded.	2500	No
Email Clicks	Total number of link clicks recorded from the Emails.	400	No
Emails Unsubscribes	Number of clients who unsubscribed via email.	20	No
Email Unsubscribe %	Percentage of email recipients who unsubscribed.	0.004	No
Texts Delivered	Count of successfully sent text messages.	195	No
Text Clicks	Total number of link clicks recorded from the texts sent.	45	No
Text Unsubscribes	Number of clients who unsubscribed via text message.	5	No
Text Unsubscribes %	Percentage of clients who unsubscribed via text message.	0.025	No
Campaign Unsubscribes	Total unsubscribe actions across all channels.	25	No
Campaign Unsubscribe %	Percentage of recipients who unsubscribed from the campaign across all channels.	0.005	No
Location Tags	Location tags associated with the business location, if available.	VIP, North	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Date filter = Campaign Send Date	The date range on this report filters by when the campaign was sent, not when appointments were booked or completed. Selecting "September" shows all campaigns sent in September and the appointments they generated, even if those appointments were completed in October or later.
Appointment and dollars will not match your invoice	Because this report is anchored to the campaign send date, the completed appointment count for a given month will differ from your Boulevard marketing invoice. Your invoice is based on when appointments were completed, not when the campaign was sent. Use the Marketing Billing report (coming soon) to reconcile with your invoice.
Includes both automated and blast (one-time) campaigns	This report covers all campaign types, automated and one-time blasts. Use the Campaign Type dimension or filter to isolate one type. Billing models differ between the two, blast campaigns use credit-based billing, while automated campaigns use attribution-based billing.
Booked appointments use a 7-day attribution window	An appointment is attributed to a campaign if it was booked within 7 days of the campaign send date. Appointments booked after the 7-day window are not counted as campaign-attributed, even if the client received the campaign.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Monitor campaign reach and delivery	Track how many clients were targeted and whether messages were successfully delivered across email and text channels.	Filters: set Sent On to the period you want to review; filter by Campaign Type to isolate blast or automated campaigns as needed.
Evaluate engagement effectiveness	Analyze open rates, click rates, and unsubscribe behavior to understand how clients are responding to messaging.	Filters: set Sent On to the period you want to review; filter by Campaign Type to isolate blast or automated campaigns as needed.
Identify message fatigue or risk	Monitor unsubscribe rates and delivery failures to detect over-messaging or poor targeting.	Group by: Campaign Type, Campaign Name, Location Name Columns: Recipient Count, Campaign Unsubscribes, Campaign Unsubscribe %, Email Unsubscribe %, Text Unsubscribes %, Email Bounces, Email Bounce %. Filters: set Sent On to the period in question Sort by: Campaign Unsubscribe % descending to surface highest-risk campaigns.
Compare campaign performance across locations	Segment results by location, group, or tags to identify where campaigns perform best or underperform.	Group by: Location Name, Campaign Type, Campaign Name Columns: Recipient Count, Appointments Booked, Appointments Completed, Appointment Sales, Email Delivery %, Email Open %. Filters: set Sent On to the period you want to compare; add Location Group to Group by for a location-group-level rollup; filter by Location Tags as required.

Campaign Performance Report