Active Automations
7
Contacts Enrolled
1,284
Actions Executed
8,142
Avg. Time-in-Flow
3.2d
Automations
| Name | Status | Enrolled | Goal | Entered By | Last Updated | Actions |
|---|
Showing 1 to 4 of 8 results
Automation Details
1
Details
2
Build
Total Enrolled
342
Open Rate
37.8%
Click Rate
18.6%
Reply Rate
12.4%
Engagement over time
Top performing steps
Follow-up SMS
SMS · 335 sent
98.8%
Welcome email
Email · 342 sent
97.9%
Wait 2 days
Wait · 335 entered
100%
Engagement timeline
Peak activity
11:30 AM – 12:00 PM
12a6a12p6p12a
Peak completion
2:00 PM – 4:00 PM
Avg. time-in-flow
3.2 days
0d7d target
Last activity
12 min ago
Channel breakdown
Email
48%
SMS
32%
Tasks
14%
Wait / branch
6%
Goal funnel
Enrolled342 · 100%
Engaged281 · 82.2%
Clicked208 · 60.8%
Goal reached141 · 41.2%
Per-step performance
| Step | Executed | Completed | Failed | Avg. time | Conversion | Actions |
|---|---|---|---|---|---|---|
| Welcome email | 342 | 335 | 7 | 2 min | 97.9% | |
| Wait 2 days | 335 | 335 | 0 | 2 days | 100% | |
| Follow-up SMS | 335 | 331 | 4 | 1 min | 98.8% |
Detailed analytics
All steps · automation-wide Aggregated metrics These figures combine results from every email, SMS, and step in this automation. They are not specific to any single asset - open a step from the table above to see per-asset analytics.Engagement
Click-through is 3.4× the industry average
This automation
60.8%
Industry avg.Industry averageAnonymized engagement data across 1,200+ Practice EHR automations in the same vertical (healthcare). Refreshed monthly. Healthcare CTR baseline is currently
18%.
18%
ConversionConversion rate
(goals reached ÷ contacts enrolled) × 100. Goals are counted when a contact meets the automation's goal criteria inside the lookback window (default 30 days). If no goal is defined, conversion only counts leads whose Status changed to Patient.
41.2%
Time-in-flowAverage time in flowMean elapsed time from enrollment to goal completion or automation exit. Includes scheduled waits between steps. Excludes contacts still active in the flow.
3.2d median 2.6
First actionTime to first actionMedian elapsed time between sending the first message in the automation and the first recorded recipient action - open, click, or reply.
42m -8m
Unique clicksUnique clicksDistinct contacts who clicked any link in any message from this automation. Multiple clicks from the same contact are counted once.
208
Active windowActive windowTime-of-day band that captured 95% of recorded recipient actions over the last 30 days. The peak marker is the single highest-activity 30-minute slot.
9 AM → 6 PM peak 11:30 AM
12a6a12p6p12a
Delivery
99.6% reached the inboxAutomation delivery rate
(successful deliveries ÷ total send attempts) × 100, aggregated across every email and SMS sent from any step in this automation. A send is "delivered" when the receiving server accepts it without bounce or hard error. - engagement grade A−Engagement gradeComposite A+ to F score blending delivery rate, open/read rate, click-through, opt-out rate, and bounce rate against this automation's own historical baseline. Updated daily.
Delivered to 340 of 342 contacts
Above target · low opt-outs
Bounce rateBounce rate
(bounced sends ÷ total send attempts) × 100. Includes hard bounces (invalid recipient) and soft bounces (mailbox full, server error). Calculated across every send in the automation.
2.1%
Error rateError rate(failed sends ÷ total send attempts) × 100. Internal failures only - API errors, rate-limit drops, template render failures. Excludes recipient-side bounces.
0.4%
Opt-out rateOpt-out rate(unsubscribes ÷ successful deliveries) × 100. Counts one-click email unsubscribes and SMS STOP responses across every message in this automation.
0.8%
Audience
Web form drives the most enrollments - but new leads convert hardest
Top sourcesTop sourcesWhere enrolled contacts originated, ranked by share of total enrollments in this automation. Pulled from each contact's
lifecycle_source at enrollment time.
Web form
52%
Manual entry
28%
Import
15%
API / integration
5%
Top converting segmentsTop converting segmentsContact segments ranked by their conversion rate within this automation. Conversion = goal reached during the lookback window. If no goal is defined, conversion only counts leads whose Status changed to Patient. A contact may belong to multiple segments - they're counted in each.
New leads
48%
Returning
31%
Dormant
22%
Inactive
14%
Live status
Step latency 1.8s
Queue depth 12 jobs
Schedule conflicts 0
GeneralDetails
Name your automation, set a goal, and add context for your team. Name your sequence, pick the list it runs against, and set the cadence.
Off - sequence is paused
When can this automation run?
Pick the days and times this automation is allowed to send messages and execute actions for enrolled contacts.
Set the run schedule
Leave both times empty to skip that day entirely. Times are in your account timezone.
Unenrollment
When should contacts exit this automation automatically?
Step 1 of 2 · Fill in the basics, then design the flow.
Sequences
| Name | Status | Steps | Patients Enrolled | Actions |
|---|
Showing 1 to 5 of 42 results
…
Active Campaigns
5
Contacts Reached
4,821
Avg. Conversion Rate
18.6%
New Patients
312
Campaigns
| Name | Status | Reached | Conv. | Entered By | Date Range | Actions |
|---|
Showing 1 to 5 of 5 results
Compare campaigns
Side-by-side performance
Head-to-head
All metrics
Asset mix
Campaign Details
-Reached
-
Open rate
-
Click rate
-
Conv. rate
-
Engagement over time
Top performing assets
Engagement timeline
Peak opens
11:00 AM – 1:00 PM
12a6a12p6p12a
Peak clicks
2:00 PM – 4:00 PM
Best day
Tuesday
MTWTFSS
Last activity
28 min ago
Channel breakdown
Goal funnel
Top performing assets
| Asset | Type | Sent | Open rate | Click rate | Conv. | Actions |
|---|
All assets in campaign
| Asset | Type | Status | Sent | Open rate | Click rate | Actions |
|---|
-
Total contacts
-
Engaged
-
Unengaged
-
Converted
-
Contacts
| Contact | Status | Opens | Clicks | Replies | Converted |
|---|
Create Campaign
1
Details
2
Assets
Basics
A clear name and a single goal so analytics roll up cleanly.
Schedule
Optional. Leave dates empty to track activity from the first send onward.
Notes for your team
A short brief - context, audience, the result you want.
Attach the emails, SMS, automations, sequences, and contact lists that belong to this campaign. All their analytics will roll up here.
Selected for this campaign
Step 1 of 2 · Name your campaign and set the dates.
Module identity
How the CRM module appears to your team across PracticeEHR.
Default run window
Sets the default "When can this run?" choice for new automations and sequences. Individual flows can override it.
Sender identity
Who recipients see when an email lands in their inbox. Applied to every email step unless overridden.
Verified
Email footer & unsubscribe
A compliant footer is appended to every CRM email. Required for HIPAA-friendly outreach.
Tokens like
{{unsubscribe_link}} are auto-replaced when the email sends.
Sending limits
Protects sender reputation and keeps bounces low.
Across every email automation and campaign combined.
Tracking
What gets recorded so analytics like Open Rate and Click Rate stay populated.
Sender number
The number recipients see and reply to.
Opt-out & consent
Keywords that automatically opt a recipient out, and the footer appended to the first message in a thread.
STOP
UNSUBSCRIBE
END
QUIT
CANCEL
Matched case-insensitively. Carrier-required keywords cannot be removed.
Appended automatically to the first SMS a recipient receives from any flow.
Sending limits
Caps protect against carrier throttling and keep spend predictable.
Across every SMS automation and campaign combined.
Tracking
What gets recorded so SMS click analytics stay populated.
Changes apply across CRM automations, sequences, and campaigns.