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Evaluating and Optimizing Campaigns

Updated over a week ago

Creating a campaign is only the first step. To drive meaningful results—like increased signups, conversions, or sales—you need to continuously evaluate its performance and optimize it for better results.

In this article, we’ll walk you through how to:

  • Track campaign impact with analytics and funnels

  • Measure assisted sales and conversions

  • Run A/B tests

  • Apply proven strategies to boost performance


Step 1: Measure Campaign Performance

Once your campaign is live, it's important to monitor key performance indicators (KPIs) to understand its effectiveness.

General Campaign Statistics

For every campaign, Triggerbee will present the number of views together with clicks, form responses and/or copied coupon codes - depending on your campaign type. These metrics will give you a general insight on how the campaign is performing.

Funnel Analytics

The Engagement Funnel helps you track how visitors move through your campaign:

  • ImpressionInteractionCompletion

  • Drop-off rates at each step

  • Conversion rates per campaign stage

Use this funnel to identify where you're losing engagement. A high drop-off after the first step? You might need a stronger CTA or more engaging content.

You'll find the Funnel Analytic under "view all metrics" in your campaigns. Read more about Funnels here.

Sales and Revenue Attribution

Understanding how your campaign contributes to sales is key to proving ROI and making informed optimization decisions.

Key Metrics:

  • Views: How many times your campaign was displayed

  • Click-throughs: How many users engaged with your campaign

  • Assisted Sales: Revenue from users who interacted with the campaign at any point before making a purchase

  • Incentivized Sales: Revenue from users who both interacted with the campaign and used a distrubuted discount code at checkout

  • New Emails Collected: How many new emails were collected via this Form (ie. were not already in your CRM).

Note: You must log Revenue to Triggerbee for us to calculate and display Attribution metrics. Read more about Revenue logging here.

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Step 2: A/B Testing for Smarter Decisions

A/B testing allows you to compare different visual versions of a campaign (e.g., different headlines, colors, CTAs) to see which one performs best.

Best Practices for A/B Testing:

  • Test one change at a time (headline, image, button text)

  • Run the test long enough to gather statistically meaningful results

  • Compare click-through rates (CTR), conversion rates, and bounce/drop-off rates

Example: Testing two different incentive texts on a newsletter popup can reveal what drives more subscriptions.


Step 3: Optimization Tips

Beyond testing, here are general best practices for optimizing your campaigns:

Targeting

  • Use precise audience segments to match the message with the user’s intent

  • Combine with page-level targeting to show the right offer in the right context

Timing and Triggers

  • Use exit-intent for re-engagement

  • Delay widgets by 5–10 seconds for less intrusive prompts

  • Trigger campaigns after scroll to engage active readers

Messaging

  • Make your value clear in the first line

  • Use urgency (e.g., “Only Today”) and incentives (e.g., “20% off”) to drive action

  • Keep CTA buttons prominent and benefit-oriented (“Get My Discount” > “Submit”)

Design

  • Use contrasting colors for buttons

  • Keep the layout clean and mobile-optimized

  • Add countdown timers for urgency


Summary

By combining performance insights, A/B testing, and conversion best practices, you’ll build campaigns that don’t just look good—they perform. Start with your current top campaign. Review its funnel, run a small A/B test, tweak your targeting or timing—and watch the results improve.

Remember! Optimization is not a one-time task—it's a continuous cycle:

  1. Launch

  2. Measure

  3. Test

  4. Refine

Use your analytics dashboard and funnel insights as a guide. Even small improvements (e.g., +1% click rate) can drive major revenue gains at scale.

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