Reporting and analytics help you track the performance of your Wallet campaigns, measure user engagement, and optimize your strategy. You can monitor key metrics to understand how users interact with your cards and notifications.

Before you start

To access reporting and analytics, you need:

• An active Wallet project
• Campaigns or automations running

Good to know

⬇️ Installation rate benchmarks

A good installation rate is typically:

• Apple: 70-85%
• Google: 55-75%

Google is closing the gap slowly but surely:

• Installation rates vary by channel (email, SMS, in-store) - it needs a channel & tag in the installation url, otherwise it's impossible to have the detail
• Dedicated emails tend to have higher installation rates than newsletter placements.

🖱️ Notification click rate

We do not have this information. We only report the volume of notifications sent: not delivery, opening or clicks. In addition, we send the order for the notification to Apple and Google, after this point, we don't have much info on delivrability and statistics

📊 Track consistently

• Audience is "moving" (installation, void,…) it's like taking a picture on the spot. If you try to do the report on the same period with a few weeks' difference, you will not get exactly the same results
• Monitor your KPIs monthly to identify trends
• Compare performance across different campaigns to identify best practices.
• Adjust your strategy based on what the data tells you.

📊 Key metrics available in Wallet reporting

👆 Access your campaign statistics and automation performance

View campaign statistics

1. Go to the Campaigns tab.
2. Select the campaign you want to analyze.
3. View the summary of campaign performance.

From there, you can see:

View automation performance

1. Go to the Automation tab.
2. View the summary of all automation rules in chronological order.
3. Select a specific automation rule to see detailed performance.

From there, you can see:

📊 Track audience engagement

1. Go to the Audience tab.
2. Search for specific cards or users.
3. View individual card status and activity.

From there, you can see:

⚙️ Perform advanced reporting

What you can analyze through a ROI study:

• Compare Wallet holders versus non-holders
• Track revenue generated by Wallet campaigns
• Monitor purchase frequency and average order value
• Measure conversion rates across different segments
• Analyze before/after behavior changes

➡️ To learn more, check our dedicated article How to measure ROI (Return on investment)?.

👁️ Monitor retention rate

A good retention rate indicates that your communication frequency is appropriate and users find value in your Wallet card. We recommend maintaining a retention rate above 95%.

Formula: (Active users / Total users who installed) × 100

↗️ Export data

Export data for external analysis

To perform advanced analysis outside of Captain Wallet:

1. Access your campaign and automation data through the platform.
2. Note the key metrics you want to analyze.
3. Use the data to create custom reports or presentations.

You can combine Wallet data with other business metrics (in-store sales, website traffic, email performance) to get a complete view of your marketing effectiveness.

Export data from your Wallet environment

1. Go to Reporting.
   
2. Select all the campaigns you want to export.
3. Click the three-dot menu > Send reports.
   
4. Choose the report type (Campaign, Redeem, Share, or Counter) and click Next.
   
5. Set the reporting period and date format. 
   
6. Enter the email addresses of contacts who should receive the export file.
7. Click Next.

The export file will be sent to the selected contacts. 

A new feature on the platform allows you to automatically receive these reports on a server, at your chosen frequency. 

➡️ To learn more, contact your CSM or support team for guidance and assistance with implementation.