Campaign analytics and replies

A live campaign gives you three tabs for reading what came back. Analytics has the numbers, Activity has the event-by-event detail for every lead, and Replies is where you answer people. The Campaigns page adds workspace-wide versions of the first and the last of those, through the Analytics and Inbox buttons in its header, so you can also read across every campaign at once.

Campaign analytics

Open a campaign and select Analytics. The date filter in the top right sets the window for the page:

• Today
• Last 7 days
• Last 30 days
• This week
• This month
• Last month
• Custom range
• All time — the default

If the campaign is running an A/B test, a sequence filter lets you narrow to one variant, or set two of them side by side.

Lead funnel

Four cards open the page. They always report the current state of every lead, whatever the date filter says.

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The rest of the page

The remaining sections run down the page in this order.

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Deliverability and domain health covers how to read the Deliverability section and what to do about what you find.

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Workspace-wide analytics

To compare performance across every campaign, select Analytics in the header of the Campaigns page. A Campaigns filter and a date range at the top scope the whole page.

Five cards lead the page, each pairing a rate with the count behind it: Emails sent, Reply rate, Bounce rate, Sender bounce rate, and Open rate.

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Reply sentiment tagging

Every reply gets a category automatically, and each category carries a sentiment. That sentiment is what rolls up into the positive, negative, and neutral figures in analytics, so the categories are worth a read.

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Categorization is a starting point rather than the last word. Open a reply, use Change lead category from its 3-dot menu, and the correction flows through into that campaign's analytics.

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The metric that matters

Raw reply rate counts every reply, which means it moves the same amount when someone asks for a meeting and when someone tells you to stop emailing. Positive reply rate counts only the replies you want more of. That is the number to optimize a campaign against, and the number to compare two campaigns on.

Where to find it

Positive replies under Engagement in the workspace-wide Analytics gives you the whole workspace, and the Positive card in the Replies section of a campaign's Analytics gives you one campaign. Filtering a campaign's analytics to a single A/B sequence adds a reply-rate line with the absolute counts spelled out — replies out of leads delivered to, and how many of those were positive.

Two denominators

Reply rate uses two different denominators depending on where you read it, which is worth knowing before you compare the two:

• Campaign-wide Reply rate divides replies by emails sent.
• A single sequence's reply rate divides replies by leads delivered to, which is sends minus bounces.

The same campaign therefore reads lower campaign-wide, and Clay notes as much in a tooltip on the sequence figure. Neither number is wrong — they answer slightly different questions, and the per-sequence one is the fairer basis for comparing two pieces of copy.

What can skew the number

The Reply rate card counts out-of-office auto-replies along with everything else. Hover it for the same figure excluding out of office, and the Out of office card beside it shows how many there were.

Give a cohort time before you draw a conclusion from it. Replies lag sends by days, so a campaign that started this week reads low for reasons that have nothing to do with the copy. Clay treats a send as old enough to have plausibly drawn a reply after three days, and the per-sequence view reports sample size and maturity alongside the rate for exactly that reason.

The Activity feed

Activity is the per-lead, per-email event stream: every send, open, click, reply, bounce, and unsubscribe, newest first and grouped by day. Campaigns built from an audience don't have a separate leads tab, so this is where lead-level detail lives.

A rail on the left lists the campaign's enrolled leads with a Search leads box. The feed opens on All leads — select someone to narrow it to their events, and View all leads brings you back.

Filtering the feed

Two filters sit above the feed.

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Where the events go

Every activity also writes back onto the person's record in Audiences, with company-level rollups alongside it. That means anything you see in this feed is also available for segment building, workflows, and reporting outside the campaign — see Audiences.

A campaign writes its events to a Clay table as well, which is where automations get built on top of them. The Events button on the Campaigns page opens that table, covering the campaigns built from a segment; for a table-based campaign, open the table linked to the campaign instead. Automate campaign events covers the table itself, the actions available on it, and the automations worth setting up.

Replying to leads

Replies come back into Clay, so you can answer without leaving the app. They go out from the exact account the original email was sent from, which keeps the thread intact on the recipient's side.

The campaign Replies tab

The campaign Replies tab lists that campaign's conversations. Each row shows the lead, the campaign name, a category badge, and a dot while the thread is unread.

Select one to read the whole exchange, then use Reply or Forward. The same 3-dot menu holds Change lead category and a single read-state item that flips with the thread: it reads Mark as read while the thread is unread, and Mark as unread once you've read it.

The workspace inbox

For everything at once, select Inbox in the header of the Campaigns page. It's the same reading and replying experience, with a campaign list down the side and a Search box for finding one.

A person filter narrows the inbox to the leads assigned to a single teammate, and defaults to All (workspace).

Who can reply

Replying and forwarding are available to workspace editors and admins. Reps invited under the Sales Rep role get their own inbox view, scoped to the leads assigned to them — a good fit when a campaign hands conversations off to a sales team.

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Managing your blocklist

The blocklist is the set of email addresses and domains Clay will never contact from a campaign, and it applies across the whole workspace. It's the fastest way to honor a do-not-contact request, and it's also one of the first things to check when a lead never received anything.

Open the Blocklist tab on the Campaigns page to see it. Each row shows:

• Type — either Email or Domain
• Email or domain — the address or domain itself
• Date added

Search blocklist and the Type filter narrow a long list.

Adding entries

Select Add to blocklist. The modal has two tabs:

• Manual — a single Email or domain.
• Import CSV — a file with one address or domain per line, up to 1,000 entries at a time.

You can also block someone mid-conversation:

• From a reply's 3-dot menu, Add lead to blocklist blocks that one address.
• From the same menu, Add domain to blocklist blocks everyone at their company.
• The Add email to blocklist action on the campaign events table does the same thing as part of an automation.

Removing an entry

Open its 3-dot menu in the blocklist, select Delete, and confirm with Remove from blocklist.