Collection Funnel Report

Written by Steve Powell | Nov 5, 2025 9:24:45 AM

Get to the Heart of Your Feedback with the New Collection Funnel Dashboard

We're excited to introduce your new central hub for all things customer engagement and feedback: the brand-new Collection Funnel Dashboard!

This powerful new interface gives you a high-level performance snapshot and deep, actionable insights across your collection channels.

Key Features You'll Love:

High-Level Snapshot: Get immediate visibility into your key metrics and overall performance with customizable filters right from the Overview tab.
Channel-Specific Analysis: Instantly drill down into data for each channel using the Email, In Mail, and SMS tabs. Easily isolate performance metrics like UGC collected, Open Rate, Click-Through Rate, and Form Completion %.
Visual Engagement Journey: The main funnel graphic clearly visualises the step-by-step customer engagement and drop-off points, showing the conversion journey from initial request to final completion across your selected channel or overall.
Strategic Optimisation: By comparing performance across channels, you can quickly identify the most successful methods at driving customer action, allowing you to strategically optimise your collection efforts and maximise results.
Monitor Trends Over Time: Use the Collection Funnel Over Time graph to visualise performance trends and monitor how key rates and request volume fluctuate within a specific channel.

There are 4 stages to the review collection funnel:

Requests Sent - the number of emails sent to consumers
Requests Opened - the number of emails consumers opened
Forms Opened - the number of forms opened by consumers
Requests with Feedback - the number of requests which customers left feedback for

There are also 3 types of feedback requests sent to customers:

Initial Requests - the first request sent to the consumer
Reminder Requests - a follow up request sent to the consumer if no feedback has been left
Not Yet Tried (NYT) Reminder Requests - if a consumer has indicated that they have not yet tried a product in a previous review, then a follow up NYT reminder request will be sent to request feedback once the consumer has had more time to use the product.

For more information, click here.

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