Who can use this feature?
- All roles with access level "high"
- Available on all plans
Action insights help you understand and optimize performance of a playbook's actions (tasks, emails, and field updates). The Action Insights tab becomes available once a new playbook is enabled.
Metrics are calculated 3 months back from "today." Aggregate metrics are refreshed once per day. Drill-down metrics are real-time.
Suggested uses
Pin-point the tactical parts of your high-performing workflows and fine-tune the ones that aren't delivering results, such as:
- Review email statistics to ensure messaging resonates with customers
- Compare task engagement statistics to identify team performance and task overload
- Monitor automatic fields updates
Review insights for emails
The following insights are available for playbook email actions. You can view insights here or export for analysis.
Subject
Click to view all emails created by the playbook action, including a copy of the email.
| Data | Description |
|---|---|
| Record | The object record of the playbook |
| Status | Status of the email (queued, delivered) |
| Created on | Date the email was triggered for the related record |
| Sent on | Date the email was sent |
| Delivery stats | See below |
| Sender | Sender of the email |
| Sender | Sender of the email |
Delivery statistics
Click inside each aggregated metric to view more details that contribute to the metric, including recipient and a copy of the email.
| Data (%) | Description |
|---|---|
| All emails: Measures each recipient | |
| Delivered | # delivered emails / # total emails sent |
| Not delivered | (# bounced + dropped emails) / # total emails sent |
| Opened | # opened emails / # emails delivered |
| Clicked | # clicked emails / # emails delivered |
| Replied | # replied emails / # emails delivered |
| Manual approval emails: Measures each email, may contain multiple recipients | |
| Approval | # approved emails / # total emails created from playbook |
| Rejection | # rejected emails / # total emails created from playbook |
| Waiting for approval | # awaiting approval emails / # total emails created from playbook |
| Status | Status of the template action in the playbook and date last edited |
Review insights for tasks
The following insights are available for playbook tasks actions. You can view
insights here or export for analysis.
| Data (%) | Description |
|---|---|
| Overall completed |
# tasks completed / tasks created |
|
Completed on time Hover on overall completed to view |
# tasks completed on or before the due date / all tasks completed |
|
Completed overdue Hover on overall completed to view |
# tasks completed after the due date / all tasks completed |
| Deleted |
# tasks deleted / tasks created |
| Incomplete |
# tasks not completed / (all tasks created - deleted) |
| Overdue |
# incomplete tasks where due date is < today / (all incomplete tasks - delete) |
| Average time to completion |
# measures only completed tasks, from start date (or create date if no start date exists) to date of completion, averaged across completed tasks |
| Status | Status of the template action in the playbook and date last edited |
Review insights for field updates
The following insights are available for playbook field update actions. You can view
insights here or export for analysis.
| Data (%) | Description |
|---|---|
| Field name |
# tasks completed / tasks created |
| Total updates |
# updates applied by the playbook; click in to drill
|
| Status | Status of the template action in the playbook and date last edited |