Read automation analytics

See how many automated messages were delivered, opened and replied to, how many invoices were paid after a reminder, and how many messages were blocked by your rules.

In the sidebar, open Automation, then Analytics. The page address is /lifecycle-automation/analytics. The page heading reads Analytics & insights. It answers one question: are the automations doing any good?

Before you start

• Your role needs permission to view automation analytics. Without it the page says the analytics are unavailable.
• Numbers only appear once automations have been on long enough to send something. A brand-new organization sees zeros and empty lists.

Steps

1. Read the four cards at the top:
   • Delivery: messages delivered, with the number that failed underneath.
   • Engagement: replies, with opens underneath.
   • Business: invoices paid after a reminder, with the number of review requests underneath.
   • Trust: messages your rules blocked, with text opt-outs underneath.
2. To look at one area only, type its name in Domain focus, for example work_orders or invoices. The lists below narrow to that area.
3. Read Rollups for the trend. Each entry names a measure, its channel, its value and the day it covers, newest first.
4. Read Learning signals for individual outcomes: each entry names the signal, the channel, the record it came from and when it was observed.

What you see

• Rollups are totals by day. They are the numbers to quote when someone asks how the reminders performed last week.
• Learning signals are single events: one invoice paid after a reminder, one reply, one opt-out. They explain a rollup when a number looks odd.
• A rising Trust number is not always bad. It means the guardrails in Settings are stopping messages that should not go out, such as texts during quiet hours or to someone marked do not contact.

If something looks different

• Domain focus matches nothing and both lists read that nothing matches this domain focus: check the spelling. The name uses an underscore, not a space.
• Delivery is high but Engagement is zero: opens and replies only register on channels that report them back to Nova, and only after customers have had time to respond.
• Failed deliveries are climbing: check your senders. The Email accounts and Phone numbers cards on the automation Settings tab open them (in Settings they are Email Accounts and Phone Lines under Communications). See Set automation guardrails.

Open automation analytics