Evaluating Trigger Link Performance

Importance of Trigger Link Analysis

Assessing the performance of your trigger links is essential for their effective utilization. Once a trigger link is activated, automation processes commence, which is the primary objective. However, to determine if a link is truly effective, it's necessary to scrutinize related data—such as click counts and activity statistics. Monitoring these metrics provides crucial insights into the link's performance, helping you identify which aspects are functioning well and which may require refinement.

To initiate the analysis of your trigger links, navigate to the Conversations section in your CRM. From there, select Trigger Links and then choose Analyze from the dropdown menu.

Note: Access to certain features may be restricted based on your user permissions.

Choosing a Specific Date Range

If you need to examine data from a particular date or time period, you can do so effortlessly by clicking on the date selector located on the right side of your screen. This action will open a calendar popup, offering various options and perspectives. Select the desired day or range to swiftly access insights tailored to that timeframe.

Updating Data in Real-Time

To ensure that your charts display the most recent information, you can refresh the data at any time. Locate the refresh icon, typically represented by two looping arrows. Clicking this button will reload the data instantly, presenting you with the latest figures in a single view.

Understanding Bar Chart Metrics: Clicks Axis

On the left side of the bar chart, you'll see the clicks axis, which displays the total number of clicks your trigger links have received within the selected date range. The numbers on this axis fluctuate based on which links are receiving the most engagement.

Tracking Trigger Link Trends

When examining your trigger links, it's important to focus on key data points. The bar chart provides a clear visual representation of how each link performs over time, using different shapes and colors to denote various periods. This visual differentiation aids in deeper analysis and understanding of link performance trends.

Utilizing the Hover Feature for Detailed Insights

By hovering your cursor over any bar in the chart, you can instantly view the total number of clicks associated with that trigger link for the specified time period. This feature provides quick access to detailed information without the need for extensive data searching.

Detailed Data Table Analysis

Listing Trigger Link Names

The left column of the data table showcases all your trigger links, each uniquely named for easy identification. The links are organized alphabetically, allowing for swift navigation. Additionally, you have the option to sort the trigger links in descending order by clicking the arrow icons adjacent to the "Name" header.

Monitoring Total Clicks

The right column of the data table displays the total number of clicks each trigger link has generated. You can sort this data in either ascending or descending order by clicking the arrow icons next to the respective listings, making it straightforward to identify your most and least effective links over a chosen date range.