Cross-account analytics for email

Learn how to use Cross-account analytics to examine your email marketing data across multiple accounts.

Overview

Cross-account analytics is a great way to aggregate all of your email marketing data from multiple accounts into one place. Cross-account analytics can help you:

  • See how your accounts are performing collectively.
  • Gain insights into individual accounts, to see which accounts are performing well and which accounts need more focus.
  • Compare and contrast email campaign performance from multiple accounts.
  • Export all email data into .CSV files for further data analytics.

mceclip0.png

Before you start

Things you need to know:

  • Users are able to see the accounts they log in to plus any other accounts they have permission to view in Cross-account analytics.
  • Parent accounts can grant child accounts access to Cross-account analytics. To do this, a parent account must:
  • Users must have permission to view at least two accounts to use Cross-account analytics.
  • Cross-account analytics is only available to Amplify and Ultimate customers.

Watch the video

Access Cross-account analytics for email

To access Cross-account analytics for email, go to Analytics and select the Email tab.

mceclip1.png

Manage reporting data

To get started with Cross-account analytics, you need to choose which accounts you want to view, and the time period you want to see data from.

Select accounts
Use the account selector to add and remove accounts from your Cross-account analytics. Use this selector to narrow your analysis down to the chosen accounts. This means all analytics tools will only be able to select accounts from this pool of accounts.

  1. Select the account edit button in the top right to open the Accounts side panel.
    mceclip2.png
  2. Select the check boxes of the accounts you want to add or remove from Cross-account analytics.
    mceclip4.png
    • Select the Account check box at the top to quickly add or remove all accounts.
    • You can use the search bar at the top to search for specific accounts.
  3. Select APPLY.
    The number of accounts you have selected is displayed in the top right.

Set date range
Use the date range filter to show account data from a specific period of time.

  1. Select DATE RANGE in the top-right to open the Date options side panel.
    mceclip5.png
  2. Choose either Pre-defined date range or Custom date range if you want to choose specific dates.
    1. For the Pre-defined date range, expand the date range drop-down menu and select your pre-defined date range.
    2. For Custom date range, use the date picker to choose your Start date and End date.
      You can select a maximum date span of 2 years.
  3. Select APPLY.

Email highlights

Use the email highlights tiles to see overall metrics from all selected accounts.

To change the metric displayed on individual tiles, select the title for the tile and choose a metric from the drop-down menu.

mceclip7.png

Account performance

Use the account performance graph to compare up to 6 accounts against a single metric.

To display the account performance graph go to Account performance and select ACCOUNTS.

mceclip6.png

Add accounts to the graph

To add an account to the graph:

  1. Select Edit to open the accounts side panel.
    mceclip8.png
  2. Select the + button and choose an account.
    mceclip11.png
  3. Select APPLY.
    To remove an account from the graph select the X button next to the account.

Choose the graph’s metric

To choose the graph’s performance metric:

  1. Select SHOW to open the metrics drop-down menu.
  2. Choose a metric from the menu.
    mceclip10.png

Date granularity selector
To choose how the graph displays date data:

  1. Select the graph’s current date granularity.
  2. Choose a new date granularity from the list.
    mceclip13.png

Metric performance

Use the metric performance graph to compare up to 6 metrics from across your accounts.
To display the metric performance graph go to Account performance and select METRICS.

Add metrics to the graph
To add a metric to the graph:

  1. Select Edit to open the metrics side panel.
    mceclip9.png
  2. Select the + button and choose a metric.
    mceclip16.png
  3. Select APPLY.
    To remove an account from the graph select the X button next to the account.

Choose the graph’s accounts

To choose the accounts to display data from:

  1. Select the graph’s account edit button.
    mceclip12.png
  2. Select the check boxes of the accounts you want to add or remove from Cross-account analytics.
    mceclip4.png
    • Select the Account check box at the top to quickly add or remove all accounts.
    • You can use the search bar at the top to search for specific accounts.
  3. Select APPLY.

Date granularity selector
To choose how the graph displays date data:

  1. Select the graph’s current date granularity.
  2. Choose a new date granularity from the list.
    mceclip13.png

Account comparison

Use the account comparison table to view all selected accounts’ metrics.

account-comparison.png

Add accounts to the table
To add an account to the table:

  1. Select ADD / REMOVE ACCOUNT to open the accounts side panel.
    mceclip14.png
  2. Select SELECT ACCOUNTS.
    mceclip17.png
  3. Select the check-box next to each account you want to add.
    mceclip19.png
    A maximum of 20 accounts can be selected.
  4. Select APPLY.
    To remove an account from the graph select the X button next to the account.

Display metrics

To display metrics on the table:

  1. Select DISPLAY.
  2. Select the check boxes next to the metrics.
  3. Select APPLY.

Order table
You can order the table’s data by selecting any of the metrics in the column headers, or selecting Sort by in the DISPLAY side panel.

Campaign performance for single campaign

Use the single campaign performance graph to compare multiple metrics from a single campaign.

campaign-performance-single.png

Choose the graph’s campaign
To choose the campaign to display data from:

  1. Select the graph’s account edit button.
    mceclip12.png
  2. Choose an account from the list and select SELECT.
  3. Select a campaign from the list.
    You can choose between a list of standard or triggered campaigns from the top.

Add metrics to the graph
To add a metric to the graph:

  1. Select Edit to open the metrics side panel.
    mceclip9.png
  2. Select the + button and choose a metric.
  3. Select APPLY.
    To remove an account from the graph select the X button next to the account.

Campaign performance for multiple campaigns

Use the multiple campaigns performance graph to compare multiple campaigns against a single metric.

campaign-performance-multiple.png

Choose the graph’s metric
To choose the graph’s performance metric:

  1. Select SHOW, to open the metrics drop-down menu.
  2. Choose a metric from the menu.

Add campaigns to the graph
To add a campaign to the graph:

  1. Select Edit to open the accounts side panel.
    mceclip8.png
  2. Select the + button and choose an account from the list.
  3. Select a campaign from the list.
    You can choose between a list of standard or triggered campaigns from the top.
  4. Select APPLY.

Date granularity selector
To choose how the graph displays date data:

  1. Select the graph’s current date granularity.
  2. Choose a new date granularity from the list.
    mceclip13.png

Campaign comparison

Use the campaign comparison table to view all selected campaigns’ metrics.

campaign-comparison.png

Add accounts to the table
To add an account to the table:

  1. Select ADD / REMOVE CAMPAIGN to open the campaigns side panel.
    mceclip15.png
  2. Select ADD.
  3. Select an account from the list.
    mceclip21.png
  4. Select SELECT.
  5. Select the checkbox next to the campaigns you want to add.
    mceclip22.png
    • A maximum of 20 accounts can be selected.
    • You can choose between a list of standard or triggered campaigns from the top.
  6. Select Select.
    To remove a campaign from the graph select the X button next to the campaign.

Display metrics
To display metrics on the table:

  1. Select DISPLAY.
  2. Select the check boxes next to the metrics you want to add.
    mceclip20.png
  3. Select APPLY.

Order table
You can order the table’s data by selecting any of the metrics in the column headers, or selecting Sort by in the DISPLAY side panel.

Export CSV file

You can export data as a .CSV file from the following areas of Cross-account analytics:

  • Email highlights - Select EXPORT .CSV
  • Account comparison - Select EXPORT and choose Export table or Export all accounts.
    • Export table exports the table displayed.
    • Export all accounts exports all accounts you have access to from the account selector and metrics, as well as all columns, regardless of which columns you’ve selected on the page.
  • Campaign comparison - Select EXPORT and choose Export table or Export all campaigns.
    • Export table exports the table displayed.
    • Export all campaigns exports all campaigns you have access to from the respective accounts chosen with the account selector and metrics, as well as all columns, regardless of which columns you’ve selected on the page.
Did you find this article helpful?

Can we help?

Thanks for using Dotdigital. If you need more help or support, then contact our support team.