Health & Value Assessment Campaign Reporting #
The Health & Value Assessment Dashboard now includes reporting functionality for all campaigns you’ve created, allowing you to track engagement, performance, and client conversion stages.
Accessing Campaign Reports #
- Navigate to the Health & Value Assessment Dashboard from the left-hand navigation bar.
- On the right-hand side, click View Report.
- You’ll see a list of all campaigns you’ve created over time.
- Use filters to search by:
- Date Range
- Campaign Owner
You can also choose to view assessments that were sent outside of any campaign (listed under No Campaign).
Viewing Campaign Details #
When you open a campaign report, you’ll see:
- The campaign link (which can be reused anytime).
- The total number of Health & Value Assessments sent using that link.
- A breakdown of where each assessment currently sits within the client lifecycle.
Understanding the Stages #
| Stage | Description |
|---|---|
| Prospect | Anyone who has been sent a Health & Value Assessment—whether or not they have completed it. |
| Pending | The assessment is linked to a pending company instance—meaning the prospect is in the sales process, but not yet a client. Pending users cannot be invited into Propel Your Business. |
| Active | The company instance has become active—meaning the client has signed on. The assessment automatically moves to this stage. |
| Inactive | Once a client offboards or becomes inactive, all linked assessments automatically move to this status. |
Additional Insights #
Within each campaign report, you can also:
- See when the last assessment was completed or sent.
- Evaluate which campaigns are generating the most engagement.
- Use the campaign links repeatedly in marketing, events, or advisor outreach.