Gathering relevant data can help your business constantly evolve and keep up with your competition. You can use Insights to see your content, engagement and blast metrics to see how well your account is doing and make changes from there. This is also a great place to grab some numbers to show your leadership and to see your progress along the way. 

Table of Contents

Insights > Dashboard
Insights > Content
Insights > Categories
Insights > Subscribers
Insights > Blasts
Insights > Exports
Insights > My Dashboards
Insights > Shared with Me
Insights > New Dashboard


  1. Post: This is the name of your content, along with the dates it is available to your audience.
  2. Categories: These are the different categories your story is listed under
  3. Source: The content source this piece of content was pulled from
  4. Engagement Score: Single number that represents the aggregate of several pieces of data about your organization and your audience. We measure the number of newsletters sent, opened, and clicked through - so as you post more engaging content, we track it and report it back to you. The closer to 100, the more engaged your organization is with your subscribers!
  5. Delivered: the number of times a story was delivered in an email
  6. Opens: total number of time your subscribers opened an email containing your story
  7. Unique Opens: number of subscribers who have opened your email containing the story
  8. Clicks: total number of time your subscribers clicked inside an email
  9. Unique Clicks: number of subscribers who clicked inside the email
  10. Date Selector: In the upper right hand corner, you will be able to select all a period of time. This will show all the content published, the people who have subscribed, or the Blasts sent out in that period of time.
  • Today: Content since Midnight
  • Yesterday: Content published between midnight the day before and midnight today
  • Last Week: Content from the previous Monday-Sunday
  • Last 2 Weeks: Content from the Last Monday - Current Sunday
  • Last 4 Weeks: Previous Calendar Month (If it’s currently March, this will show all of February)
  • All Time: All content every published 
  • Custom: Select two dates and it will show all subscribers between those two dates

Insights > Dashboard

  1. Cerkl Snapshot: A quick overview of your engagement score, open rate, click-thru rate, and % personalized. This section automatically picks the most important data range for your organization, depending on your default newsletter send frequency.

Red indicates you can improve this measure.
Yellow indicates you’re almost there, but there’s still a little more you can do to improve.
Green means you’re doing great with that metric.

  • Engagement Score: Single number that represents the aggregate of several piece of data about your organization and your audience. We measure the number of newsletters sent, opened, and clicked through - so as you post more engaging content, we track it and report it back to you. The closer to 100, the more engaged your organization is with your subscribers.

Red: 0-19
Yellow: 20-39
Green: >= 40

  • Open Rate: the number of total opens divided by the # of delivered emails

Red: 0-9%
Yellow: 10-19%
Green: >=20%

  • Click-Thru Rate: the number of total clicks divided by the total number of opens

Red: 0-3%
Yellow: 4-7%
Green: >= 8%

  • % Personalized: the percent of people who have completed your welcome email and has picked categories of interest

Red: 0-4%
Yellow: 5-14%
Green: >= 15%

2. Delivery Metrics: 

  • Compare To: This allows you to easily compare your delivery rate to the national average, Cerkls of the same size, and Cerkls of the same industry.
  • National Average: comparing with the national average for these metrics
  • Cerkls of the Same Size: comparing metrics with Cerkls of the same size
  • Cerkls of the Same Industry: comparing metrics with Cerkls of the same industry

3. Subscriber Metrics: This allows you to see the total audience, subscribes, and unsubscribes in the allotted time you have indicated in the top right.

  • Total Audience: The total amount of people who are subscribed to you.
  • Subscribes: The amount of people who have subscribed to you in the allotted amount of time indicated in the top right corner.
  • Unsubscribes: The amount of people who have unsubscribed to you in the allotted amount of time indicated in the top right corner.

Insights > Content

  1. Individual Content Metrics: Metrics on each individual piece of content you have made available to your subscribers. To find insights on a specific story, either find the story in the table below or search the story's title in the search bar on the right side of the component. You may have to change the Reporting Period in the top right so your story appear if it's not within the parameters of the current Reporting Period.

2. Sort By: Choose how you want to sort your content

  • Publish Start: Sort by when the content was published
  • Expiration Date: Sort by the date the content will expire
  • Content URL: Sort by the content source this story comes from
  • Opens: Sort by how many opens the content has
  • Clicks: Sort by how many clicks the content has

3. Search by Post Name: Allows you to search your content


  1. Export CSV: available in content, categories, subscribers, and blasts, allows you to export information to excel, google sheets, etc., and will show up in Insights > Exports
  2. Categories: Pick the categories you would like to see
  3. Content Source: Pick the content sources you would like to see
  4. Content Type: Pick the type of content you would like to see, whether it’s a need, event, or link.

Insights > Categories

  1. Filter:
  • Limit to Organization Categories: Selecting this option allows you to only see the categories that your organization listed in your controls.

2. Sort By:

  • Audience Reach: The amount of subscribers that are interested in this category.
  • Percent of Audience: The percentage of subscribers out of all of your subscribers that are interested in this category

3. Most Popular Categories: The most popular organization categories according to the interests of your subscribers.
4. Category Opportunities: The categories that your audience wants to see more of, based on their behavior. These are other interests other than your organization categories.

Insights > Subscribers

1. Individual Subscriber Metrics: This table lists out all information that relates to subscriber engagement. 

  • Name: By clicking a subscriber’s name, you can see how they have personalized
  • Deliver settings: how often they have chosen to receive your emails
  • Date subscribed: when they opted into your newsletter
  • Date of the last newsletter: last time they received a newsletter
  • Segments: the segments they are listed under
  • Top interests: the top five categories they are interested in 

2. Subscriber Opt-Outs: Lists the total number of subscribers that have unsubscribed from your audience.

  • Date unsubscribed: when they unsubscribed from the newsletter
  • Self unsubscribed: who unsubscribed them from the newsletter

3. Bounced Email Addresses: Lists subscribers whose servers rejected (bounced) an email delivery from you. 

  • Email: address the email was bounced from
  • Bounce reason: why the newsletter was bounced from this email address

4. Blocked Subscribers: all subscribers you have blocked from receiving your organizational content. 

  • Email address: email address that is unable to receive emails from you anymore
  • Blocked date: the date the subscriber was blocked

Insights > Blasts

Blast metrics: The campaign name, subject, date scheduled, sent and delivered, as well as the metrics of how subscribers are engaging with this email.

Insights > Exports

Here you can find all the CSVs for any content you have exported. When you first export, the CSV will go from Pending to Completed in a couple of minutes.
When your export says "Status: Completed", you can download the CSV file. CSV files can be opened in Microsoft Excel, Google Sheets, and other analysis software.

Insights > My Dashboards

  1. Filters: Where you can choose to see only certain metrics under certain criteria
  • Delivery Frequency: how often it is delivered
  • Delivery Day: the day it is delivered
  • Delivery Hour: the time it is delivered
  • Format: the kind of newsletter format your email sends in
  • Segment: segments your subscribers are split up by
  • Gender: gender of who you are delivering to
  • Personalization: whether or not they have personalized yet

2. My Dashboards: all of the customized dashboards you have made

3. Add Components: Add specific graphs and metrics to your dashboard

4. Make Home: Make this dashboard the first page you land on when going to insights

5. Rename: Rename your dashboard

6. Share: Allows you to share this dashboard with all other team members or share publicly

  • Enable Team Sharing: Allows you to share this dashboard with other team members who have access to your Cerkl
  • Public Sharing: Allows you to publicly share a read-only dashboard with someone who doesn't have access to your Cerkl. People with the link cannot edit the dashboard from this link, but if you change the dashboard through your Cerkl account, the link will automatically update. 

7. Delete: Remove this dashboard

Insights > Shared With Me

Shared With Me: Any dashboards shared with you by other team members can be found here. You can view the dashboard and make edits by adding components or changing filters or the time period the data is pulling from. 

Insights > New Dashboard

New Dashboard: create a custom dashboard

Name: describes what your dashboard will include

Subscribers (purple) - refers to all subscribers

Automated newsletters (teal) - refers to newsletter delivery, and engagement not specific stories

Categories (orange) - refers to your organization's defined categories and your audience's interests

Content (green) - refers to individual posts (stories, events, links, needs)

Blasts campaigns (blue) - refers to individual email campaigns

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