First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Cohort Analysis
Cohort analysis is a tool for marketing analytics. It helps split customers into segments based on certain criteria and track the behavior of these segments over periods, monitoring the performance and contact activity.
To access the tab with the cohort analysis, go to Contacts > Analytics and scroll down the page.
Cohort analysis section consists of the following elements:
- Cohort type. Shows the date of the contact creation and the number of contacts created on this date. The number is set as 100% for this period.
Only the customer retention rate can be a cohort type.
Customer Retention Rate (CRR) is the number of contacts who stay with the company after the analyzed period of time.
The table columns display days/weeks/months starting from a certain date. The cells show the percentage of contacts who were active (opened/clicked emails) at a certain period of time after creation.
- Cohort size. A time frame that determines the size of each cohort. To set, unroll the drop-down menu and select the period.
If you select days, each column of the table will show the data for a specific day. Thus, each cell will generate the number of contacts for cohorts for this day.
- Date range. A time frame for reporting.
If you select months in Cohort size, you can select the range for the last month or the last 2, 3, 6 or 12 months. By default, cohorts are displayed for the last 12 months.
If you select weeks in Cohort size, you can select the range for the last week or the last 3, 6, 9 or 12 weeks
If you select days in Cohort size, you can select the range for the last 7, 14, 21 or 30 days.
For more detailed analytics, we recommend using both cohort analysis and RFM analysis.
