Campaign Monitoring

Track and analyse marketing campaign performance and engagement metrics

The Campaign Monitoring module in InvestGlass provides comprehensive tracking and analytics for your marketing campaigns, email communications, and outreach activities. This module enables you to measure campaign effectiveness, track engagement, and optimise your communication strategy.


What Is Campaign Monitoring?


Campaign Monitoring gives you real-time visibility into how your marketing campaigns are performing. It tracks email delivery, open rates, click-through rates, bounces, and unsubscribes. It also provides insights into audience engagement patterns and helps you identify which campaigns drive the best results.


How to Access Campaign Monitoring


  1. Log in to your InvestGlass instance. 2. Navigate to the left-hand sidebar menu. 3. Click on Campaign Monitoring to view campaign analytics.

Key Features

FeatureDescription
Delivery TrackingMonitor email delivery status in real time
Engagement MetricsTrack opens, clicks, replies, and forwards
Audience AnalyticsSee which segments engage most with your content
A/B Testing ResultsCompare performance across different campaign variants
Bounce ManagementIdentify and manage invalid email addresses
Unsubscribe TrackingMonitor opt-out rates and manage preferences

Monitoring a Campaign


  1. Navigate to Campaign Monitoring from the sidebar. 2. Select the campaign you wish to analyse from the list. 3. Review the dashboard showing key metrics: delivery rate, open rate, click rate. 4. Drill down into individual recipient activity for detailed engagement data. 5. Export reports for stakeholder presentations or compliance records.

Key Metrics Explained


The delivery rate indicates what percentage of emails reached the recipient's inbox. The open rate shows how many recipients viewed the email. The click-through rate measures engagement with links within the email. Bounce rates indicate delivery failures, which may require list hygiene actions.


Best Practices


Monitor campaigns within the first 24-48 hours of sending to identify delivery issues early. Use engagement data to refine your audience segments. Regularly clean your contact lists based on bounce data to maintain sender reputation.


Related Modules


Campaign Monitoring works closely with Email Templates, Audiences, Contacts, and Reporting. Campaign data can also feed into Automation rules to trigger follow-up actions based on recipient behaviour.