How to read the Campaign Performance Report
You will interpret campaign-level conversion metrics on the Campaign Performance Report so you can see which campaigns are turning outreach into contacts and appointments.
Before you start
Before you read the Campaign Performance Report:
Open the report from Reports → Campaign Performance and set Date Range plus any organization, campaign, or team filters first
For plain-language metric definitions, use Reports → Glossary / Formulas
What this report shows
The Campaign Performance Report shows how each campaign converts enrolled customers into phone activity, contacts, and appointments—including phone, email, and SMS appointment outcomes where your dashboard includes them.
Definitions
The table below explains the columns and metrics on the Campaign Performance Report:
Column / metric | Meaning | How to use it |
Enrolled | Customers enrolled in the campaign during the selected date range who can still be actioned | Compare volume across campaigns; low enrollment limits how much you can learn from other metrics |
Attempts | Dispositioned phone attempts (inbound or outbound), including campaign attempts, returned missed calls, and callbacks | Review volume before judging contact rate |
Contacts | Phone attempts where the disposition indicates contact was made | Compare to Attempts to see whether customers are answering |
Contact % | Contacts divided by Attempts | Spot campaigns with low answer rates relative to dial volume |
Call Appointments | Appointments created in Volie from a disposition on a phone attempt | See how phone outreach converts to scheduled visits |
Appointments/Attempt % | Appointments divided by successfully dispositioned attempts (phone, email, or SMS) | Compare conversion efficiency across campaigns |
Appointments/Contacts % | Appointments divided by dispositioned attempts that indicate contact | See whether contacted customers are booking |
Callback % | Inbound calls where the customer had a previous outbound campaign attempt, divided by enrolled customers | Measure callback contribution to campaign results |
Email Appointment / SMS Appointment | Appointments created from an email or SMS disposition | Review non-phone channel contribution |
Appointments Created | Appointments dispositioned in Volie during the date range via phone, email, or SMS | Confirm total appointment volume for the period |
How to read it
Use these steps to read the Campaign Performance Report:
Set Date Range and filters so the report matches the store, campaign, or team you are reviewing.
Start with Enrolled, Attempts, Contacts, and Contact % to see volume versus contact rate.
Review Call Appointments, Email Appointment, SMS Appointment, and Appointments Created to see channel contribution.
Compare Appointments/Attempt % and Appointments/Contacts % to judge conversion after dials and after contact.
Use the campaign table to rank campaigns and focus coaching or dial adjustments on underperformers.
Limitations
The Campaign Performance Report has these verified limits:
It shows campaign-level conversion, not agent-level performance. Use agent conversion reports when you need results by agent.
Metric labels on the live dashboard may differ slightly from column headers in exports. Use Glossary / Formulas on the Reports page for authoritative definitions.
Common questions
Why is Contact % low on the Campaign Performance Report?
Contact % is Contacts divided by Attempts on the Campaign Performance Report. A low value usually means customers are not answering relative to dial volume—check Attempts and Contacts together before changing campaign focus.
Why does Appointments Created differ from Call Appointments on the Campaign Performance Report?
Appointments Created counts appointments from phone, email, and SMS dispositions during the date range, while Call Appointments counts only phone-sourced appointments. Email and SMS appointments appear separately when your dashboard includes those columns.
How is the Campaign Performance Report different from agent conversion reports?
The Campaign Performance Report is organized by campaign and store. Agent Inbound Conversion and Agent Outbound Conversion reports show similar conversion ideas by agent.
What to do next
After you read the Campaign Performance Report, export the campaign table for leadership review, adjust dial focus on underperforming campaigns, or open Glossary / Formulas if a metric label needs clarification.
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How to use the Campaign Performance Report