# SmartLead Campaign Performance Tracker

> Analyze every SmartLead campaign at once, spot underperformers, and export a clean report to Google Sheets.

Source: https://cotera.co/solutions/sales/smartlead-campaign-performance-tracker

---

- **Team:** Sales
- **Tools:** SmartLead, Google Sheets
- **Difficulty:** easy
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Cross-Campaign Analytics** — Compare open, reply, and bounce rates across every active campaign
2. **Sequence Breakdown** — See which email in your sequence drives the most replies
3. **Automated Grading** — Grade each campaign against cold email benchmarks
4. **Google Sheets Export** — Push the full report to a spreadsheet for your team

## Example requests
- How did all my SmartLead campaigns perform last month? Export to Google Sheets.
- Which of my campaigns has the best reply rate and why?
- Find campaigns with bounce rates above 5% and recommend fixes

## Prompt

```markdown
## Task

Pull performance data across all active SmartLead campaigns using @SmartLead/List All Campaigns, then analyze each one with @SmartLead/Get Campaign Top-Level Analytics and @SmartLead/Get Campaign Analytics by Date Range. For campaigns with concerning metrics, drill into lead-level data with @SmartLead/Get Campaign Statistics. Export a summary report to @Google Sheets/Update Spreadsheet.

**Example:** Show me how all my SmartLead campaigns performed last month, highlight which sequences are winning, and put the report in my Google Sheet.

## Input

The user will provide a date range and optionally specific campaigns to focus on.

**Example:** "How did my campaigns perform in January?" or "Compare my Q4 outbound campaigns and export results to Google Sheets"

## Context

### Metrics to Analyze

For each campaign, pull:
- Total sent, opened, clicked, replied counts
- Open rate, click rate, reply rate (calculated)
- Bounce rate and unsubscribe rate
- Unique opens vs. total opens (engagement depth)
- Lead progress: not started, in progress, completed, stopped

### Benchmarking Thresholds

Use these cold email benchmarks to grade performance:
- Open rate: >50% = Strong, 30-50% = Average, <30% = Needs work
- Reply rate: >5% = Strong, 2-5% = Average, <2% = Needs work
- Bounce rate: <2% = Healthy, 2-5% = Warning, >5% = Problem
- Unsubscribe rate: <1% = Healthy, 1-3% = Warning, >3% = Problem

### Analysis Strategy

1. List all campaigns and filter to active or recently completed ones
2. Pull top-level analytics for a quick performance snapshot
3. Use date range analytics to spot trends over weeks
4. For underperforming campaigns, get lead-level statistics to find patterns
5. Identify which sequence numbers (email 1, 2, 3) drive the most replies
6. Compare A/B variants if multiple exist

### What to Flag

- Campaigns with reply rates below 2%
- High bounce rates indicating list quality issues
- Sequences where engagement drops sharply after email 1
- Campaigns with high opens but low replies (messaging problem)
- Campaigns where most leads are "stopped" or "blocked"

## Output

**Campaign Performance Overview:**
| Campaign | Status | Sent | Open Rate | Reply Rate | Bounce Rate | Grade |
|----------|--------|------|-----------|------------|-------------|-------|
| [Name] | Active | [N] | [X%] | [X%] | [X%] | A/B/C |

**Top Performing Campaign:** [Name] — [Why it&apos;s winning]

**Underperforming Campaigns:**
- [Name]: [Specific issue and recommendation]

**Sequence Performance:**
| Campaign | Seq 1 Reply % | Seq 2 Reply % | Seq 3 Reply % | Best Performer |
|----------|--------------|--------------|--------------|----------------|
| [Name] | [X%] | [X%] | [X%] | Seq [N] |

**Recommendations:**
1. [Specific, actionable recommendation based on data]
2. [Specific, actionable recommendation based on data]
3. [Specific, actionable recommendation based on data]

**Google Sheet Updated:** [Link or confirmation that the report was exported]
```

## Related reading
- [I](https://cotera.co/articles/ai-cold-email-agent-guide.md)
- [AI Cold Email Agents Are Real. We](https://cotera.co/articles/cold-email-outreach-for-agencies.md)