Main Dashboard Overview

The Reporting Dashboard gives you a clear and comprehensive view of your campaign’s performance. When you first open it, you’ll see a quick snapshot of key metrics, helping you understand how your campaign is performing at a glance.






Top Bar Overview


The top bar provides essential visitor and lead statistics:

  • Leads by Visits – A quick ratio of total leads compared to total visits.

  • Referred Leads by Ref. Visits – The number of referred leads compared to referred visits.

  • Total Leads by Visit – A comparison of overall leads against total visits.

You can also filter reports by date range, allowing you to view performance over a specific time period.


The main area:

This section offers a visual overview of your campaign’s key metrics:

  • Top Left: Daily breakdown of total leads (direct and referred) for the past 15 days.

  • Top Right: Top 3 sources of traffic (including Custom Links and other tracked sources) ranked by traffic and leads generated.

  • Bottom Left: User engagement stats, including the top 5 services for social and custom actions.

  • Bottom Right: Email notification performance, showing the total number sent and the percentage opened vs. unopened.

Traffic:

 

This section displays traffic sources and lead generation data, helping you understand where your campaign traffic comes from:

  • Traffic Categories: Direct, referred, and conversion data.

  • Detailed Source View: Each traffic source is shown as a separate line with total visits and leads.

  • No Tracking ID Users: Visitors who signed up or accessed your campaign directly (not referred from platforms like Facebook or Twitter).

  • Interactive Insights: Hover over any data point to see a detailed breakdown of how that source contributes to your overall campaign performance.

Note: UTM parameters are not tracked by UpViral, so UTM data will not appear in your reports.


Actions:

Track how users are engaging with your campaign:

  • Actions Overview: Shows the percentage of leads who interacted with social shares or custom actions. For example, 28.28% of captured leads may have shared the campaign, with Facebook and Messenger being top channels.

  • Types of Actions:

    • Shares: When participants share your campaign on social platforms (e.g., Facebook, Twitter).

    • Custom Actions: Tasks you create to increase engagement (e.g., “Follow us on Facebook” for extra points).

  • Pro Tip: Use custom actions to encourage deeper engagement. Check out our [Custom Actions Guide] for setup details.


Leads:

Monitor your leads and visitor growth over time:

  • View daily progress of visitors and leads, segmented by direct or referral sources.

  • Conversion rates are displayed for each day.

  • Click the “+” icon in the top-right corner of the graph for more detailed insights.

Email:


Track your campaign’s email performance:

  • See the total number of notifications sent and their open rates.

  • View per-email performance and overall campaign engagement.

  • Example: If 47% of emails remain unopened, you may consider A/B testing subject lines to improve engagement.


Split test:


This section of your reporting gives you a clear view of how your A/B tests and emails are performing. It’s designed to help you compare different versions of your campaign pages and emails to see what works best.

Here’s what you’ll find:

  • Lead Capture A/B Test: Shows which lead capture page gets the highest signups.

  • Share Page A/B Test: Compares how well your share pages encourage visitors to share your campaign.

  • Share Widget Templates A/B Test: Tracks performance for any share widgets you’re using.

  • Thank You Page A/B Test: See which thank-you page design performs better.

  • Automatic Signup Email Stats: Shows how your confirmation/signup emails are performing.

  • Referral Signup Email Stats: Tracks stats for referral emails sent to participants.

For each test, you’ll see metrics like:

  • Total and unique visitors

  • Leads captured

  • Social button clicks

  • Conversion rates and improvement

  • Chance to beat the control version

If you haven’t created any A/B tests yet, this section will not display the Split Test button. 



How to get your support tickets resolved faster


Statistics have shown us that the more you tell us when you report an issue, the faster we solve that ticket. So...


1 - If you have screengrabs, please include them. A picture is worth a thousand words.

2 - If you have recorded a video showing the issue you're having, please include that as well. A video is worth a million words.
We recommend a free service called Loom for creating these videos. (this is a link to https://www.useloom.com/)

3 - To speed up ticket resolution, follow these useful tips How to Write the Perfect Support Ticket (That Gets Results Fast)