# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >

Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.

## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Analyzing and Reporting on Drip Campaign Performance ## METADATA - id: 0cypZhJdGd4G3GvGG7IePQ - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=0 text: In this video, - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=0 text: let's see how to analyze and report on your drip campaign's performance. - time: 00:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=5 text: Hi, - time: 00:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=5 text: in this tutorial, - time: 00:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=6 text: let's go through analytics and reporting of your drip campaign. - time: 00:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=10 text: Here I have few trips in place, - time: 00:12 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=12 text: and let's go through these trips' analytics. - time: 00:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=17 text: Once you are on our trips page from campaign strips, - time: 00:20 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=20 text: you can click the hamburger - time: 00:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=22 text: and go to info. - time: 00:26 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=26 text: In info, - time: 00:27 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=27 text: you can see all the trip steps of your trip campaign, - time: 00:29 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=29 text: which are active, - time: 00:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=31 text: uh, - time: 00:32 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=32 text: which are paused and on each trip, - time: 00:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=33 text: high-level stats of sent, - time: 00:35 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=35 text: opened and clicked. - time: 00:37 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=37 text: You can go to report of any trip campaign. - time: 00:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=40 text: Right here on overview, - time: 00:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=42 text: you can see the overview of your trip campaign - time: 00:44 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=44 text: and its content of step one as selected. - time: 00:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=49 text: If you want to do for step 2 or step 3, - time: 00:51 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=51 text: you can verify content of your each trip step from over here and in performance pane. - time: 00:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=56 text: Similarly, - time: 00:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=56 text: for each step, - time: 00:57 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=57 text: you can see the analytics. - time: 01:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=60 text: You can see overall performance of this trip strip - time: 01:03 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=63 text: in this time period. - time: 01:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=66 text: So you can see overall stats. - time: 01:09 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=69 text: Engagement over time of opens and clicks, - time: 01:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=71 text: then section for geo stats and device stats. - time: 01:15 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=75 text: So all of the world in which country, - time: 01:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=77 text: how your trip step campaign is performing, - time: 01:20 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=80 text: and similarly what type of devices are your users using - time: 01:23 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=83 text: and the most clicked links in your trip step in - time: 01:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=85 text: this trip step and apart from that email client stats - time: 01:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=88 text: of which type of email client your users are using. - time: 01:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=91 text: Then the heat map of your heat map of your email - time: 01:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=94 text: so that you can see where on which section of your email users - time: 01:37 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=97 text: are interacting most. - time: 01:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=102 text: On this checkout link, - time: 01:43 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=103 text: users are interacting the most. - time: 01:46 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=106 text: You can see it in a larger pane too. - time: 01:48 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=108 text: Apart from that, - time: 01:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=109 text: you can also share your heat map. - time: 01:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=114 text: You can hit share and copy the link and share it with anyone. - time: 01:57 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=117 text: And at the last you have a contact section - time: 02:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=120 text: where you can see which contact the trip step was sent to - time: 02:03 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=123 text: or which contacts open them or which contacts click them, - time: 02:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=126 text: and so on. - time: 02:08 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=128 text: You can export any of these contacts just by - time: 02:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=130 text: clicking export click Contacts or export Open Contacts. - time: 02:15 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=135 text: You can do the same and analyze your each trip - time: 02:18 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=138 text: step by choosing trip step selector from the heat map. - time: 02:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=141 text: That's it, - time: 02:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ?start_time=141 text: thank you. ## SUMMARY # How to Analyze and Report on Your Drip Campaign's Performance In this tutorial, we will explore the analytics and reporting features of your Drip campaign. Follow these steps to understand how to analyze your campaign's performance effectively. ## Accessing Drip Campaign Analytics 1. Navigate to the trips page from your campaign strips. 2. Click on the hamburger menu and select "Info". 3. In the "Info" section, you can view all the trip steps of your Drip campaign, including which are active and which are paused. 4. For each trip, high-level stats such as sent, opened, and clicked are available. ## Viewing Drip Campaign Reports 1. Go to the report section of any Drip campaign. 2. In the "Overview" tab, you can see the content of step 1 as selected. You can also verify the content of steps 2 or 3. 3. In the performance pane, view the analytics for each step. ## Analyzing Overall Performance - View overall stats and engagement over time, including opens and clicks. - Check geo stats to see how your campaign is performing in different countries. - Review device stats to understand what types of devices your users are using. - Identify the most clicked links in your trip steps. - Examine email client stats to see which email clients your users are using. ## Using the Heat Map The heat map allows you to see where users are interacting most with your email. For example, users may interact most with a checkout link. You can view this in a larger pane and share the heat map by copying the link and sharing it with others. ## Contact Section In the contact section, you can see which contacts the trip step was sent to, which contacts opened them, and which contacts clicked them. You can export these contacts by clicking "Export Click Contacts" or "Export Open Contacts". By using the trip step selector from the heat map, you can analyze each trip step individually. That's it. Thank you for following this tutorial on analyzing and reporting your Drip campaign's performance.