Learning objective

By the end of this tutorial, you’ll know how to open a campaign’s Overview, interpret the key performance metrics (high-level and step-by-step), and export campaign data for reporting or reuse.

Why this matters

The Overview tab helps you quickly understand what’s working in your campaign (positive signals like opens, clicks, replies) and what needs improvement (negative signals like bounces or unsubscribes). Using both the summary view and step-by-step details makes it easier to optimize messaging, deliverability, and sequence structure.

Prerequisites

You should already have access to a lemlist workspace with at least one campaign.

Core lesson: step-by-step workflow

Phase 1: Open the campaign Overview

In lemlist, go to Campaigns, then open the campaign you want to analyze.
In the campaign view, select Overview to access performance reporting for the campaign.

Phase 2: Read the key metrics in Overview

The Overview tab is designed to help you quickly understand campaign performance and identify what to improve.

1) Overview section (high-level performance)

Use this area to get a summarized view of key campaign statistics, including:

Leads: total leads in your campaign and progress through the campaign.
Deliverability: messages sent, delivered, and not delivered.
Positive signals: opens, clicks, replies, booked meetings, and other positive intent signals (depending on the channels used).
Negative signals: bounces, unsubscribes, and other negative intent signals.

2) Macro view (what’s working vs. what needs improvement)

Use this breakdown to spot patterns across your sequence steps so you know what to keep, what to edit, and what to test next:

Identify which steps generate the most positive reactions (best-performing messaging).
Spot steps that trigger more negative reactions (areas to improve).
Compare performance across activities such as sent, delivered, opened, clicked, and replied.

Phase 3: Use Step details for step-by-step analysis

If you need a deeper dive (for example, to find which specific step causes drop-off), open Step details to analyze your sequence step-by-step.

Lead flow: follow how leads move through the sequence.
Reactions per step: see reactions at each stage (and where leads drop off).
Condition status: review how many leads meet conditions and proceed.

Phase 4: Export campaign data

Exporting is useful when you want to share results with your team, archive performance, or reuse lead segments in another workflow.

From your campaign’s Overview tab, click Export campaign in the lower-left corner.

Tip: You can also export leads for a specific funnel status and reuse them—for example, by pushing them into another campaign.

Practical application / real-life example

If your campaign shows strong open rate but low replied rate, improve the messaging in the best-opened steps first (subject line or first line usually drives opens; offer/CTA usually drives replies). Then use Step details to confirm whether leads drop off after a specific step—this often indicates the copy, timing, or targeting needs adjustment.

Troubleshooting & pitfalls

Issue: “My Overview looks empty or shows 0% everywhere.”

Root cause: The selected time period may not include when leads were contacted, or the campaign hasn’t sent messages yet.
Fix: Expand the time period filter and confirm that leads have been launched and messages have been sent.

Issue: “I can’t tell which step is hurting performance.”

Root cause: The high-level Overview shows totals, but not where drop-off happens.
Fix: Open Step details and review reactions per step to locate the step with the biggest drop.

Issue: “Export doesn’t include what I expected.”

Root cause: You may be exporting at the campaign level rather than a specific funnel status/segment.
Fix: Export the campaign data from Overview, and when needed, export leads by the relevant funnel status for reuse.

Knowledge check (optional)

Which positive signal matters most for your goal right now (opens, clicks, replies, booked)?
Did you identify one step that drives the most positive reactions and one step that triggers the most negative reactions?
Do you know what you’ll change first based on Step details?

Export a list of leads

Understand campaign stats

Use A/B tests on a sequence step

Export campaign results