Running Campaign Analytics

Campaign Analytics help you understand the status of actively running campaigns and the outcome of past campaigns. Cloze includes two types of campaign analytics:

1. Campaign History Analytics
2. Running Campaigns Analytics (see below for more details)

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

Please note that depending on your display customization you may see analytics in the left-hand menu or need to tap on More and select Analytics from the menu. 

1. Tap on More.
2. Tap on Analytics.

2.) Select your analytics or your organization's analytics section, tap on Campaigns to expand the section, and select Running Campaigns.

Running Campaign analytics is available in My Analytics and for your organization / team (if you have the appropriate role to see this information for your organization). 

1. Tap on My Analytics to expand the section or scroll down further and tap on your organization's name (in this example: Wellesley Realty) to expand the Analytics section.
2. Tap on Campaigns to expand the section.
3. Tap on Running Campaigns.

Running Campaigns

There are several ways to explore and customize the campaign information.

1. Show for specific team members (team view
2. Export
3. Copy the current view (save with a custom report name for later)

Show for specific team members

1. Tap on the badge icon
2. Scroll down and select a team member

Export 

1. Tap on the box/arrow icon
2. Select the type of export (CSV or Excel) 

Make a copy (save the current view as a custom view) 

1. Tap on the copy icon
2. Enter the report name
3. Enter the sub-title name
4. Select a category
5. Share with your organization/team (optional)
6. Save the custom view

Table of running campaigns

1. Tap on the campaign name to see who is included in the campaign. 
2. Tap on the column header to change the sort order

After tapping on the campaign name you will see a list of who is currently included in the running campaign. 

1. Tap on their name to view the profile.
2. Tap on the column header to change the sort order.
3. Tap on the box/arrow icon to export a CSV or Excel file.