Overview of the Yotpo SMS & Email App Dashboard in Shopify
The dashboard is the first thing you see when you open the Yotpo SMS & Email app. It is neatly organized into clear sections to help you navigate exactly where you need to go.
When logged into Shopify and inside the Yotpo SMS & Email app, you will see the main menu on the left.
All app features are listed there. Click on a submenu, and you’ll be navigated to a dedicated page.
You’ll find the main Dashboard showcasing useful tools, essential metrics, and graphs on the right. But before we review that, let’s take a look at some additional tools located on top of the page:
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Here is where you’ll find all the latest news from us - valuable strategies and tips, new features, and announcements. If you want to find out more, simply click on the button on the right.
The 3 Steps
This section includes 3 essential steps to help you start with your Yotpo SMS & Email app.
Step 1: Set up Compliance: It is crucial to add the legally required verbiage to your checkout to collect subscribers and send automations in compliance. To do that, just click on Set Compliance. The Learn More button will lead you to a helpful article dedicated to customizing your checkout opt-in settings.
Step 2: Collect Subscribers: Before you start sending messages, you’ll need to start growing a dedicated SMS audience. With the help of our advanced subscriber collection tools, you can start collecting phone numbers both online and offline. We suggest starting with a keyword. You can set it up by clicking on the Take Me There button. For more details, go to Learn More.
Step 3: Enable Auto Reload: Set up the automated reload rules and never miss a chance to convert a sale! A detailed explanation of this feature can be found by clicking Learn More.
Now that you are familiar with these 3 important steps on how to get started with Yotpo SMS & Email, let’s move on to the most exciting part - the various data and metrics that help you track your store’s performance.
Start off by choosing the period of time you’d like to review: Today, Last 7 days, Last 30 days, and Last 90 days.
Important metrics
This section of the dashboard lets you quickly review the most important metrics that measure the success of your Shopify store. The top number shows the metric, while the bottom number reveals the growth percentage compared to the previous time period.
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Revenue: The total amount of revenue you have generated using SMS & Email during the selected period.
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ROI: The ratio between your net income and your investment or Return on Investment.
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Spent: The amount of money you have invested in SMS marketing for the selected period.
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Subscribers: The total number of new subscribers during the selected period.
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Chats: The total number of chats for the selected period.
Flows & Automations report
This section is an overview of the performance of your active flows and automations.
The pie chart on the left visually represents the revenue distribution from each flow/automation. Next to it, you’ll see the following metrics for every active flow or automation:
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Sent: The number of sent messages and the percentage of unsubscribers.
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Clicked: The number of times subscribers have clicked on your links and the Click-through rate.
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Revenue: The total revenue from each flow or automation and its conversion rate.
You can go to the Flows page and create a new one by clicking on the button in the top right corner of the section.
Campaigns report
This is where you’ll see the most important metrics of your active SMS campaigns:
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Sent: The number of sent messages and the percentage of unsubscribers.
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Clicked: The number of times subscribers have clicked on your links and the Click-through rate.
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Revenue: The total revenue from each SMS campaign and its conversion rate.
On the left is a visual representation of the revenue from each campaign.
Launch another SMS campaign by clicking on the Create Campaign in the top right corner.
SMS Subscribers report
The last section of the dashboard gives you information about the various subscriber collection methods you use and their performance. You’ll see а list of your active opt-in tools, their type, how many subscribers each of them have converted, and their growth rate. The visual representation on the left reveals the percentage of subscribers coming from each tool.
Click on Collect Subscribers to add even more methods.
This was our quick overview of the Yotpo SMS & Email App Dashboard. We hope you’ll find it helpful. If you have any questions, don’t hesitate to contact us!
