Developing a customer experience that makes sense for your users is key to marketing success, but where do you begin?

It all starts with data. How are your users reacting to your campaigns? What makes your users act v not act and what do they value about your brand and communications that keeps them coming back? Do you have multiple audiences that value different things? Why?

Knowing your users is the first step in developing a personalized, targeted experience for them – and having content that is one-to-one instead of one-to-some, is more valuable than ever before.

In order to do this you must know which data you should be looking at and have the right technology in place to be able to pull it and act upon it.

We’re just about ready to release our advanced campaign reporting updates to StoneShot which will give our users more power to decide which stats they want to see, and allow them to easily access, understand, and share the data most important to them. Our latest reporting features include intuitive, customizable dashboards, scheduled email reports, external document export, and industry benchmarking options.

Below is a breakdown of what’s new for our users for reporting and an overview of what’s available if you’re new to StoneShot:

Reporting dashboards

Various options let users slice and dice their data as they please, all in one place.

Users can easily pull information for one or multiple campaigns at once, creating, saving and naming new dashboards to be able to access later and/or archive ones they no longer need.

Breaking down the data


There are 11 types of charts, such as pie, bar, and line, for users to choose from to add to their dashboards to display their data how they please. The charts can be placed in the dashboard via a drag and drop feature.


Users can put in place filters for which data they’d like in their dashboard, and can search based on keyword, time (such as last 30 days or a custom time period), audience, category, tags, creator, event, team, and size of the campaign list. So, for example if a marketer wants to only look at past event campaigns that have a send list of over 20,000 people, that have gone out in the last month to the UK retail sector, then the filters have the power to do this.


Metrics have many purposes, which is why we have given users the ability to create custom tables of data. By using the filters to get campaign details in order, users can now compare only the stats that work for them and hide the ones that don’t. Users have 32 different metrics to choose from so there will be a combination to suit every report that needs to run.

Shared Reports

Most reports are pulled and used to tell a story and reinforce an action plan – this means that they are likely being seen by multiple people.

There are a few options within StoneShot to be able to share dashboards. First, we have the ‘Share dashboard’ option. If a user’s colleague has access to the StoneShot app, the user can give their colleague permission to view their dashboard in their reporting screen. They can log in, see the stats and campaigns they’ve selected, compare the dashboard against their own, and even copy the dashboard into their own area to make edits whilst leaving the original as is.

Email Reports

We’ve given users the option to email their reports with a message to other users of StoneShot within the company, either as a PDF or as a CSV file – straight from the app.

Scheduled Reports

If it’s a regular report that needs to be ran, perhaps for a monthly newsletter or for invites leading up to an event, users have the ability to set up scheduled reports. These reports will automatically be sent as a CSV file or PDF to a fellow StoneShot user, based on a pre-determined frequency (daily/weekly/monthly/yearly etc.).

Export and Save Features

If a user would like to export their reports outside of the StoneShot application, they can do so in the form of an Excel file or PDF. This option makes sense for sharing with people who are external and may not use StoneShot.


Since we work solely with the financial sector, we have insight into how different campaigns are performing within the industry, that you can use to see how you’re stacking up to those who share similar goals.

All a user would need to do is switch on the toggle to start comparing. This will enable the benchmarking data and it will appear alongside your chosen stats on your dashboard. Our benchmarks aren’t just an overall figure. The figures will match the filters on your dashboard to exactly compare your results with the industry average. It will filter on date range, audience and category to give you targeted benchmarks based on your selections.

Finally, while not an entirely new feature, the individual campaign detail screen that users are used to seeing is also getting a facelift. Users can still access individual email campaign reports, much like before – however they’ll look a bit different.

While most of the functionality is the same, users can now send reports in real time, and export files as Excel and PDF documents – like the new dashboards.

We are very excited to release these reporting features in the coming week. If you’re a client and would like to explore the features before they are live, you may do so here by logging in to the beta version of the app with your original StoneShot credentials.

If you have any feedback, questions, or would like a demo – please reach out to our support team. We would love to hear from you.