Marketing tracks two kinds of performance: engagement (what the email did once you sent it) and revenue (what bookings came from it). Engagement is automatic; revenue requires you to manually record bookings against the campaign that drove them. Once you do, the system computes revenue-per-click, revenue-per-delivered, and total dollars attributed to each campaign.
Engagement metrics tracked on every send
Sent and Delivered (delivery rate %).
Unique opens and open rate.
Unique clicks and click rate.
Click-to-Open Rate (CTOR) — clicks divided by opens, useful for judging email content separate from subject-line performance.
Hard bounces, soft bounces, complaints, unsubscribes, suppressions, failed sends — each with its own rate.
Net growth — new subscribers minus unsubscribes/bounces/complaints in the period.
The dashboard and date filters
The Reports page shows account-level KPIs for a selected date range. The default is the last 30 days; use the From / To controls to set any range you need. Dates are evaluated in your organization's timezone, not UTC.
Filter the dashboard by source: campaigns only, automations only, or both combined. Top performers and worst performers are ranked by open rate or complaint rate.
Per-campaign detail report
Open any sent campaign to see its detail page: top-line metrics, a link-performance table (every clickable URL with click counts and the contacts who clicked each one), and a recipient-level drill-down filterable by delivery status (opened, clicked, bounced, complained, unsubscribed).
Export the recipient list as CSV — every row includes the contact, the email address, and timestamps for every event recorded for that send.
Per-automation reporting
Each automation has its own report showing enrolled count, completed count, currently-running count, plus aggregated open and click rates across the automation's send steps. Step-by-step funnels (open rate per individual step) are not yet built — the report is whole-automation level only.
Audience-level breakdown
For each audience, see how many contacts received emails, the open/click/bounce rates among those contacts, and unsubscribe activity tied to that audience. Useful for identifying audiences with deliverability issues vs. audiences that just don't engage.
Adding a booking — manual revenue attribution
Open a sent campaign and click the Bookings tab, then "+ Add Booking." Pick a contact (typeahead by name or email), enter the total sale amount, the commission earned, and your share percentage of that commission. The system computes attributed revenue as commission × share %.
Once added, the booking appears on the campaign's detail page in the Engagement → Revenue funnel: clicks → bookings → revenue, with a click-to-booking rate and revenue per click. Aggregate revenue rolls up to the account-level "Revenue Attributed to Marketing" card on the dashboard, which shows month-to-date, last 30 days, and all-time totals.
What revenue attribution does and does not include
Attribution is manual — you choose which campaign a booking came from when you record it. There is no "last-touched" or "first-touched" automatic model; you decide the link at entry time.
Bookings can only be added by Owner or Admin role. All staff can view the resulting numbers.
There is no automatic import from the Trips app, the Books app, or any other system. If a client books through Trips, you record the booking in Marketing manually if you want it attributed.
There is no CSV upload, webhook, or API endpoint for bulk-importing past bookings. Each booking is one form entry.
Pixel-based or link-based conversion tracking is not built. Attribution is judgment-based and recorded by you.
Open rate vs. click rate — which to trust
Both metrics are calculated the same way: a count of contacts who triggered the event, divided by delivered. Open rate depends on whether the recipient's email client loads the tracking pixel (Apple Mail Privacy Protection and other client behaviors can inflate this number). Click rate is harder to fake — a click is a real action.
Click rate and CTOR (clicks among those who opened) are the more reliable signals for judging email content. Use open rate to compare subject lines against each other; use click rate to judge body content and offers.
Frequently Asked Questions
Why is my open rate suspiciously high?
Apple Mail Privacy Protection (the default on iOS and macOS Mail) silently fetches every tracking pixel as soon as the message arrives, regardless of whether the user actually opens it. That inflates open rates substantially for any list with a high Apple-Mail share. Click rate is unaffected.
Can I record a booking that came in weeks after the campaign sent?
Yes. The booked-on date is a separate field — you record when the booking actually happened, not when the campaign sent. The campaign-to-booking link is just the attribution choice you make at entry time.
What if a client booked from one campaign's email but I sent them three campaigns recently — which one gets credit?
You pick when you record the booking. There's no automatic multi-touch attribution. If you want to attribute partial credit, record the booking against the campaign you think drove it most; the others remain uncredited.
Can I edit or delete a booking after I record it?
Yes — Owner and Admin roles can edit or delete any conversion. The audit trail logs the change.
Will Trips bookings show up here automatically when that integration ships?
That's the plan. Today, manual entry is the only path. When the Trips integration goes live, this guide will be updated and existing manual entries will not be affected.
Related guides
Marketing Plans and Usage
Three tiers: Individual (free, 125 emails/month), Growth ($4 per 1,000-email block over 1,000), and Pro ($3 per 1,000-email block over 5,000). Quotas reset at the start of each calendar month.
Marketing Automations
Per-contact email workflows that fire on a specific trigger and walk each contact through a fixed sequence of steps. Built for "if this happens, send these emails" use cases — not for conditional branching.
Sending Domains and DNS Setup
Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.