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Cross-account analytics for SMS
Cross-account analytics for SMS

Examine your SMS marketing data across multiple accounts.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Cross-account analytics is a great way to aggregate all of your SMS 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 SMS performance from multiple accounts.

  • Export all SMS data into .CSV files for further data analytics.

Cross-account analytics data for email is also available. Learn more in Cross-account analytics for email.


Before you start

Things you need to know:

  • Cross-account analytics is only available to Amplify and Ultimate customers. You must have a parent (top-level) account and at least one child (secondary-level) account to use Cross-account analytics.

  • Users must have permission to access at least two accounts to use Cross-account analytics.

  • Users are only able to view the accounts they have permission to access in Cross-account analytics.

  • Parent accounts can add child accounts to Cross-account analytics. To do this, a parent account must:

    • Set the Cross-account analytics user permission for the child account owner email address to YES.

    • Grant the user permission to access other accounts.


Access Cross-account analytics for SMS

To view SMS data in Cross-account analytics, go to Analytics > Cross-account analytics and select the SMS tab.

To get started, 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 view. All of the graphs and tables in Cross-account analytics are then only able to select from your selected set of accounts.

To choose which accounts to view Cross-account analytics for:

  1. Select the account edit icon in the top right to open the Select accounts side panel.

  2. Select the check boxes of the accounts you want to add to Cross-account analytics.

    Clear the checkboxes to remove an account from the view. You can use the Search field to search for specific accounts.


    Select the Account name checkbox to quickly add or remove all accounts.

  3. Select APPLY.

Filter by account tags

You can also filter your accounts by their account tags.

Learn more about Account tagging.

  1. Select the account icon in the top right to open the Select accounts side panel.

  2. Remove all accounts from your selection, then select FILTER.

  3. Select the checkboxes for the account tags you want to include.

    You can use the search field to search for specific account tags.

  4. Select APPLY.

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.

  2. Select either:

    1. Pre-defined date range
      Expand the date range drop-down menu and select your pre-defined date range.

    2. Custom date range
      Use the date picker to choose your Start date and End date.
      You can select a maximum date span of two years.

  3. Select APPLY.

SMS highlights

The SMS highlights tiles display an overview of SMS metrics combined for all selected accounts.

You can change the metric displayed on individual tiles if you want to. To do this, expand the title drop-down menu for the tile and select a metric.

Usage

Use the usage table to compare the SMS spend for each selected account from the past month.

The Usage table is only visible to the parent (top-level) account.

Add accounts to the table

To add an account to the table:

  1. Select ADD / REMOVE ACCOUNT to the top right of the table.

  2. Select SELECT ACCOUNTS.

  3. Select the checkbox for each account you want to add. You can use the search bar at the top to search for specific accounts.
    Select the Account name check box at the top to quickly add or remove all accounts.
    To remove an account from the graph select the X icon.

  4. Select APPLY.

Display metrics

To display metrics on the table:

  1. Select DISPLAY to the top right of the table.

  2. Select the checkboxes for the metrics you want to display.

  3. Select APPLY.

To order the table’s data, expand the Sort by dropdown menu and choose a sort order.

You can also select any of the table’s column headers to sort the table data by the selected metric. Select the header again to switch between ascending or descending order.

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 the Account performance section and select ACCOUNTS.

Add accounts to the graph

To add an account to the graph:

  1. Select EDIT to the bottom right of the graph to open the Select accounts side panel.

  2. Select the + icon for an empty slot and choose an account to add to the graph.

    Only accounts you have selected to display are available to add to the graph. To remove an account from the graph select the X icon.

  3. Select APPLY.

Choose a metric

To choose the graph’s performance metric:

  1. Expand the SHOW drop-down menu to the top right of the graph.

  2. Select a metric to display.

Date granularity selector

To choose how the graph displays date data:

  1. Expand the date granularity drop-down menu to the top right of the graph.

  2. Choose a new date granularity from the list.

Metric performance

Use the metric performance graph to compare up to 6 metrics from across your accounts.

To display the account performance graph, go to the Account performance section and select METRICS.

Add metrics to the graph

To add a metric to the graph:

  1. Select EDIT to the bottom right of the graph to open the Selected metrics side panel.

  2. Select the + icon for an empty slot and choose a metric to add to the graph.
    To remove a metric from the graph select the X icon.

  3. Select APPLY.

Choose an account

To choose the accounts to display data from:

  1. Select the account edit icon to the top right of the graph.

  2. Select the check boxes of the accounts you want to add to the graph. Clear a checkbox to remove an account. You can use the Search field to locate specific accounts.


    Select the Account name check box at the top to quickly add or remove all accounts.

  3. Select APPLY.

Date granularity selector

To choose how the graph displays date data:

  1. Expand the date granularity drop-down menu to the top right of the graph.

  2. Choose a new date granularity from the list.

Costs

Use the costs table to compare your cost metrics across different accounts.

Add accounts to the table

  1. Select ADD / REMOVE ACCOUNT to the top right of the table.

  2. Select SELECT ACCOUNTS.

  3. Select the checkbox next to each account you want to add. To remove an account from the table select the X button next to the account.

  4. Select APPLY.

Display metrics

  1. Select DISPLAY to the top right of the table.

  2. Select the checkboxes next to the metrics you want to show.

  3. Select APPLY.

To order the table’s data, expand the Sort by dropdown menu and choose a sort order.

You can also select any of the table’s column headers to sort the table data by the selected metric. Select the header again to switch between ascending or descending order.

Sending and delivery

Use the sending and delivery table to compare all selected accounts’ sends and delivery metrics.

Add accounts to the table

To add an account to the table:

  1. Select ADD / REMOVE ACCOUNT to the top right of the table.

  2. Select SELECT ACCOUNTS.

  3. Select the checkbox next to each account you want to add. To remove an account from the table select the X icon next to the account.

  4. Select APPLY.

Display metrics

To display metrics on the table:

  1. Select DISPLAY to the top right of the table.

  2. Select the checkboxes next to the metrics you want to display.

  3. Select APPLY.

To order the table’s data, expand the Sort by dropdown menu and choose a sort order.

You can also select any of the table’s column headers to sort the table data by the selected metric. Select the header again to switch between ascending or descending order.

Export Cross-account analytics SMS data

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

  • SMS highlights

  • Usage

  • Costs

  • Sending and delivery

To export a CSV file, select EXPORT.

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